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Castleview Partners’s Vanguard Russell 1000 ETF VONE Stock Holding History

Castleview Partners’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
2023
Q4 		– Sell
-252
Closed -$49.1K – 900
2023
Q3 		$49.1K Buy
+252
New +$51K 0.05% 255

Other funds holding VONE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Castleview Partners's VONE Position: Q4 2023 in Review

Castleview Partners sold out of Vanguard Russell 1000 ETF (VONE) in Q4 2023, closing a stake of 252 shares — an estimated $49.1K sold.

Castleview Partners first reported a position in VONE in Q3 2023 and held it in 1 quarter. The position peaked at $49.1K in Q3 2023. 264 funds tracked by Wall St. Rank hold VONE as of Q4 2023.

  • Castleview Partners reported no remaining Vanguard Russell 1000 ETF position as of Q4 2023 after selling out during the quarter.
  • Castleview Partners sold 252 Vanguard Russell 1000 ETF shares in Q4 2023, an estimated $49.1K.
  • Castleview Partners first reported a position in Vanguard Russell 1000 ETF in Q3 2023 and held it in 1 quarter.
  • Castleview Partners's Vanguard Russell 1000 ETF position peaked at $49.1K in Q3 2023.
  • 264 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q4 2023.

Based on Castleview Partners's 13F filing for Q4 2023, filed 5 Feb 2024.