Coury Firm Asset Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

Coury Firm Asset 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
2023 Q3	$373K	Hold	1,918	–	–	0.6%	21
2023 Q2	$387K	Hold	1,918	–	–	0.56%	27
2023 Q1	$357K	Hold	1,918	–	–	0.5%	33
2022 Q4	$334K	Hold	1,918	–	–	0.5%	32
2022 Q3	$313K	Hold	1,918	–	–	0.47%	33
2022 Q2	$330K	Sell	1,918 -643	-25%	-$120K	0.44%	33
2022 Q1	$531K	Hold	2,561	–	–	0.46%	27
2021 Q4	$560K	Buy	+2,561	New	+$546K	0.43%	33

Other funds holding VONE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

DLIC

Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

APW

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

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

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

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

Coury Firm Asset Management's VONE Position: Q3 2023 in Review

Coury Firm Asset Management held its Vanguard Russell 1000 ETF (VONE) position steady in Q3 2023 at 1,918 shares worth $373K. The position accounts for 0.6% of the portfolio, ranked #21.

Coury Firm Asset Management first reported a position in VONE in Q4 2021 and has held it in 8 quarters since. The position peaked at $560K in Q4 2021. 235 funds tracked by Wall St. Rank hold VONE as of Q3 2023.

Coury Firm Asset Management held 1,918 shares of Vanguard Russell 1000 ETF worth $373K as of Q3 2023.
Coury Firm Asset Management left its Vanguard Russell 1000 ETF share count unchanged in Q3 2023.
Vanguard Russell 1000 ETF made up 0.6% of Coury Firm Asset Management's portfolio in Q3 2023, its #21 holding.
Coury Firm Asset Management first reported a position in Vanguard Russell 1000 ETF in Q4 2021 and has held it in 8 quarters since.
Coury Firm Asset Management's Vanguard Russell 1000 ETF position peaked at $560K in Q4 2021.
235 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2023.

Based on Coury Firm Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.