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VONV icon

Aufman Associates’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Aufman Associates’s Portfolio VONV Stock Details VONV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-9,850
Closed -$590K – 46
2019
Q4 		$590K Buy
+9,850
New +$569K 0.61% 19

Other funds holding VONV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Aufman Associates's VONV Position: Q1 2020 in Review

Aufman Associates sold out of Vanguard Russell 1000 Value ETF (VONV) in Q1 2020, closing a stake of 9,850 shares — an estimated $590K sold.

Aufman Associates first reported a position in VONV in Q4 2019 and held it in 1 quarter. The position peaked at $590K in Q4 2019. 126 funds tracked by Wall St. Rank hold VONV as of Q1 2020.

  • Aufman Associates reported no remaining Vanguard Russell 1000 Value ETF position as of Q1 2020 after selling out during the quarter.
  • Aufman Associates sold 9,850 Vanguard Russell 1000 Value ETF shares in Q1 2020, an estimated $590K.
  • Aufman Associates first reported a position in Vanguard Russell 1000 Value ETF in Q4 2019 and held it in 1 quarter.
  • Aufman Associates's Vanguard Russell 1000 Value ETF position peaked at $590K in Q4 2019.
  • 126 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q1 2020.

Based on Aufman Associates's 13F filing for Q1 2020, filed 13 May 2020.