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

Crestone 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
2022
Q3 		– Sell
-1,609
Closed -$276K – 86
2022
Q2 		$276K Buy
+1,609
New +$301K 0.06% 68

Other funds holding VONE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $82.7B AUM 28.53% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Crestone Asset Management's VONE Position: Q3 2022 in Review

Crestone Asset Management sold out of Vanguard Russell 1000 ETF (VONE) in Q3 2022, closing a stake of 1,609 shares — an estimated $276K sold.

Crestone Asset Management first reported a position in VONE in Q2 2022 and held it in 1 quarter. The position peaked at $276K in Q2 2022. 196 funds tracked by Wall St. Rank hold VONE as of Q3 2022.

  • Crestone Asset Management reported no remaining Vanguard Russell 1000 ETF position as of Q3 2022 after selling out during the quarter.
  • Crestone Asset Management sold 1,609 Vanguard Russell 1000 ETF shares in Q3 2022, an estimated $276K.
  • Crestone Asset Management first reported a position in Vanguard Russell 1000 ETF in Q2 2022 and held it in 1 quarter.
  • Crestone Asset Management's Vanguard Russell 1000 ETF position peaked at $276K in Q2 2022.
  • 196 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2022.

Based on Crestone Asset Management's 13F filing for Q3 2022, filed 25 Oct 2022.