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Bison Wealth’s Vanguard Russell 1000 ETF VONE Stock Holding History

Bison Wealth’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
2022
Q2 		– Sell
-110
Closed -$23K – 373
2022
Q1 		$23K Buy
+110
New +$22.5K 0.01% 300
2021
Q4 		– Sell
-110
Closed -$22K – 479
2021
Q3 		$22K Hold
110
– – 0.01% 371
2021
Q2 		$22K Hold
110
– – 0.01% 362
2021
Q1 		$20K Hold
110
– – 0.01% 369
2020
Q4 		$19K Sell
110
-480
-81% -$79.3K 0.01% 331
2020
Q3 		$91K Buy
590
+480
+436% +$73.3K 0.05% 224
2020
Q2 		$16K Sell
110
-215
-66% -$28.8K 0.01% 294
2020
Q1 		$38K Hold
325
– – 0.03% 251
2019
Q4 		$48K Buy
+325
New +$45.9K 0.02% 296

Other funds holding VONE

DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Bison Wealth's VONE Position: Q2 2022 in Review

Bison Wealth sold out of Vanguard Russell 1000 ETF (VONE) in Q2 2022, closing a stake of 110 shares — an estimated $23K sold.

Bison Wealth first reported a position in VONE in Q4 2019 and held it in 9 quarters. The position peaked at $91K in Q3 2020. 192 funds tracked by Wall St. Rank hold VONE as of Q2 2022.

  • Bison Wealth reported no remaining Vanguard Russell 1000 ETF position as of Q2 2022 after selling out during the quarter.
  • Bison Wealth sold 110 Vanguard Russell 1000 ETF shares in Q2 2022, an estimated $23K.
  • Bison Wealth first reported a position in Vanguard Russell 1000 ETF in Q4 2019 and held it in 9 quarters.
  • Bison Wealth's Vanguard Russell 1000 ETF position peaked at $91K in Q3 2020.
  • 192 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2022.

Based on Bison Wealth's 13F filing for Q2 2022, filed 22 Jul 2022.