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Beacon Pointe Wealth Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio VONE Stock Details VONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$2.04M Buy
13,853
+130
+0.9% +$18.3K 0.38% 55
2019
Q3 		$1.87M Hold
13,723
– – 0.39% 54
2019
Q2 		$1.85M Buy
13,723
+61
+0.4% +$8.07K 0.39% 53
2019
Q1 		$1.77M Buy
+13,662
New +$1.71M 0.4% 49

Other funds holding VONE

DLIC
Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Beacon Pointe Wealth Advisors's VONE Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its Vanguard Russell 1000 ETF (VONE) stake by 0.95% in Q4 2019, buying an estimated $18.3K and bringing the position to 13,853 shares worth $2.04M. The position accounts for 0.38% of the portfolio, ranked #55.

Beacon Pointe Wealth Advisors first reported a position in VONE in Q1 2019 and has held it in 4 quarters since. 99 funds tracked by Wall St. Rank hold VONE as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 13,853 shares of Vanguard Russell 1000 ETF worth $2.04M as of Q4 2019.
  • Beacon Pointe Wealth Advisors bought 130 Vanguard Russell 1000 ETF shares in Q4 2019, an estimated $18.3K.
  • Vanguard Russell 1000 ETF made up 0.38% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #55 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Vanguard Russell 1000 ETF in Q1 2019 and has held it in 4 quarters since.
  • 99 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.