Claraphi Advisory Network’s Vanguard Russell 1000 ETF VONE Stock Holding History

Claraphi Advisory Network’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 Q1	–	Sell	-1,561	Closed	-$342K	–	342
2021 Q4	$342K	Buy	+1,561	New	+$333K	0.12%	195
2021 Q3	–	Sell	-1,551	Closed	-$311K	–	359
2021 Q2	$311K	Buy	+1,551	New	+$303K	0.09%	231
2021 Q1	–	Sell	-1,482	Closed	-$260K	–	339
2020 Q4	$260K	Buy	1,482 +63	+4%	+$10.4K	0.07%	230
2020 Q3	$220K	Buy	+1,419	New	+$217K	0.08%	215

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

APW

Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Claraphi Advisory Network's VONE Position: Q1 2022 in Review

Claraphi Advisory Network sold out of Vanguard Russell 1000 ETF (VONE) in Q1 2022, closing a stake of 1,561 shares — an estimated $342K sold.

Claraphi Advisory Network first reported a position in VONE in Q3 2020 and held it in 4 quarters. The position peaked at $342K in Q4 2021. 189 funds tracked by Wall St. Rank hold VONE as of Q1 2022.

Claraphi Advisory Network reported no remaining Vanguard Russell 1000 ETF position as of Q1 2022 after selling out during the quarter.
Claraphi Advisory Network sold 1,561 Vanguard Russell 1000 ETF shares in Q1 2022, an estimated $342K.
Claraphi Advisory Network first reported a position in Vanguard Russell 1000 ETF in Q3 2020 and held it in 4 quarters.
Claraphi Advisory Network's Vanguard Russell 1000 ETF position peaked at $342K in Q4 2021.
189 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2022.

Based on Claraphi Advisory Network's 13F filing for Q1 2022, filed 12 May 2022.