Clifford Swan Investment Counsel’s Vanguard Russell 1000 ETF VONE Stock Holding History

Clifford Swan Investment Counsel’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
2018 Q4	–	Sell	-2,064	Closed	-$276K	–	317
2018 Q3	$276K	Buy	2,064 +9	+0.4%	+$1.18K	0.01%	269
2018 Q2	$257K	Buy	+2,055	New	+$255K	0.01%	273

Other funds holding VONE

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

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

DLIC

Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Clifford Swan Investment Counsel's VONE Position: Q4 2018 in Review

Clifford Swan Investment Counsel sold out of Vanguard Russell 1000 ETF (VONE) in Q4 2018, closing a stake of 2,064 shares — an estimated $276K sold.

Clifford Swan Investment Counsel first reported a position in VONE in Q2 2018 and held it in 2 quarters. The position peaked at $276K in Q3 2018. 80 funds tracked by Wall St. Rank hold VONE as of Q4 2018.

Clifford Swan Investment Counsel reported no remaining Vanguard Russell 1000 ETF position as of Q4 2018 after selling out during the quarter.
Clifford Swan Investment Counsel sold 2,064 Vanguard Russell 1000 ETF shares in Q4 2018, an estimated $276K.
Clifford Swan Investment Counsel first reported a position in Vanguard Russell 1000 ETF in Q2 2018 and held it in 2 quarters.
Clifford Swan Investment Counsel's Vanguard Russell 1000 ETF position peaked at $276K in Q3 2018.
80 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q4 2018.

Based on Clifford Swan Investment Counsel's 13F filing for Q4 2018, filed 13 Feb 2019.