Doyle Wealth Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

Doyle Wealth 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	$255K	Buy	+1,563	New	+$283K	0.02%	180
2019 Q3	–	Sell	-517	Closed	-$70K	–	744
2019 Q2	$70K	Buy	+517	New	+$68.4K	0.01%	307
2019 Q1	–	Sell	-692	Closed	-$79K	–	738
2018 Q4	$79K	Buy	+692	New	+$85.4K	0.01%	289

Other funds holding VONE

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

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

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

APW

Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 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

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

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

Doyle Wealth Management's VONE Position: Q3 2022 in Review

Doyle Wealth Management opened a new position in Vanguard Russell 1000 ETF (VONE) in Q3 2022: 1,563 shares worth $255K. The stake represents 0.02% of the portfolio and ranks #180 among its holdings. This is a return to the name: Doyle Wealth Management previously reported a position in VONE as recently as Q2 2019.

Doyle Wealth Management first reported a position in VONE in Q4 2018 and has held it in 3 quarters since. 196 funds tracked by Wall St. Rank hold VONE as of Q3 2022.

Doyle Wealth Management held 1,563 shares of Vanguard Russell 1000 ETF worth $255K as of Q3 2022.
Vanguard Russell 1000 ETF was a new Doyle Wealth Management position in Q3 2022.
Vanguard Russell 1000 ETF made up 0.02% of Doyle Wealth Management's portfolio in Q3 2022, its #180 holding.
Doyle Wealth Management first reported a position in Vanguard Russell 1000 ETF in Q4 2018 and has held it in 3 quarters since.
196 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.