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Charter Oak Capital Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

Charter Oak Capital Management’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
Q3 		– Sell
-100
Closed -$17K – 868
2022
Q2 		$17K Hold
100
– – ﹤0.01% 513
2022
Q1 		$21K Hold
100
– – ﹤0.01% 509
2021
Q4 		$22K Buy
+100
New +$21.3K ﹤0.01% 491

Other funds holding VONE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charter Oak Capital Management's VONE Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Vanguard Russell 1000 ETF (VONE) in Q3 2022, closing a stake of 100 shares — an estimated $17K sold.

Charter Oak Capital Management first reported a position in VONE in Q4 2021 and held it in 3 quarters. The position peaked at $22K in Q4 2021. 196 funds tracked by Wall St. Rank hold VONE as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Vanguard Russell 1000 ETF position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 100 Vanguard Russell 1000 ETF shares in Q3 2022, an estimated $17K.
  • Charter Oak Capital Management first reported a position in Vanguard Russell 1000 ETF in Q4 2021 and held it in 3 quarters.
  • Charter Oak Capital Management's Vanguard Russell 1000 ETF position peaked at $22K in Q4 2021.
  • 196 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.