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Domani Wealth’s Vanguard Russell 1000 ETF VONE Stock Holding History

Domani Wealth’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
2021
Q3 		– Sell
-1,217
Closed -$244K – 122
2021
Q2 		$244K Sell
1,217
-1,707
-58% -$333K 0.05% 113
2021
Q1 		$542K Sell
2,924
-985
-25% -$178K 0.1% 70
2020
Q4 		$685K Sell
3,909
-4,954
-56% -$818K 0.14% 58
2020
Q3 		$1.37M Sell
8,863
-2,937
-25% -$448K 0.3% 36
2020
Q2 		$1.68M Sell
11,800
-3,258
-22% -$436K 0.39% 33
2020
Q1 		$1.76M Buy
+15,058
New +$2.1M 0.47% 28

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
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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Envestnet Asset Management
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Domani Wealth's VONE Position: Q3 2021 in Review

Domani Wealth sold out of Vanguard Russell 1000 ETF (VONE) in Q3 2021, closing a stake of 1,217 shares — an estimated $244K sold.

Domani Wealth first reported a position in VONE in Q1 2020 and held it in 6 quarters. The position peaked at $1.76M in Q1 2020. 153 funds tracked by Wall St. Rank hold VONE as of Q3 2021.

  • Domani Wealth reported no remaining Vanguard Russell 1000 ETF position as of Q3 2021 after selling out during the quarter.
  • Domani Wealth sold 1,217 Vanguard Russell 1000 ETF shares in Q3 2021, an estimated $244K.
  • Domani Wealth first reported a position in Vanguard Russell 1000 ETF in Q1 2020 and held it in 6 quarters.
  • Domani Wealth's Vanguard Russell 1000 ETF position peaked at $1.76M in Q1 2020.
  • 153 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2021.

Based on Domani Wealth's 13F filing for Q3 2021, filed 20 Oct 2021.