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Eagle Ridge Investment Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

Eagle Ridge Investment 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
Q2 		– Sell
-1,099
Closed -$228K – 162
2022
Q1 		$228K Hold
1,099
– – 0.02% 151
2021
Q4 		$241K Sell
1,099
-46
-4% -$9.8K 0.03% 143
2021
Q3 		$229K Sell
1,145
-126
-10% -$25.9K 0.03% 136
2021
Q2 		$255K Hold
1,271
– – 0.03% 124
2021
Q1 		$235K Sell
1,271
-68
-5% -$12.3K 0.03% 129
2020
Q4 		$235K Sell
1,339
-25
-2% -$4.13K 0.03% 128
2020
Q3 		$211K Sell
1,364
-415
-23% -$63.3K 0.03% 137
2020
Q2 		$252K Sell
1,779
-24
-1% -$3.21K 0.04% 113
2020
Q1 		$211K Sell
1,803
-26
-1% -$3.63K 0.04% 119
2019
Q4 		$270K Sell
1,829
-15
-0.8% -$2.12K 0.04% 130
2019
Q3 		$251K Sell
1,844
-54
-3% -$7.33K 0.04% 135
2019
Q2 		$256K Sell
1,898
-25
-1% -$3.31K 0.04% 135
2019
Q1 		$250K Sell
1,923
-190
-9% -$23.7K 0.04% 140
2018
Q4 		$242K Sell
2,113
-202
-9% -$24.9K 0.04% 138
2018
Q3 		$309K Sell
2,315
-20
-0.9% -$2.62K 0.04% 133
2018
Q2 		$292K Sell
2,335
-15
-0.6% -$1.86K 0.04% 140
2018
Q1 		$285K Hold
2,350
– – 0.04% 139
2017
Q4 		$288K Sell
2,350
-165
-7% -$19.7K 0.04% 144
2017
Q3 		$290K Sell
2,515
-530
-17% -$60K 0.05% 138
2017
Q2 		$338K Sell
3,045
-240
-7% -$26.4K 0.06% 98
2017
Q1 		$356K Sell
3,285
-15
-0.5% -$1.6K 0.07% 101
2016
Q4 		$339K Sell
3,300
-100
-3% -$10K 0.07% 106
2016
Q3 		$339K Sell
3,400
-115
-3% -$11.4K 0.08% 100
2016
Q2 		$338K Hold
3,515
– – 0.08% 101
2016
Q1 		$331K Hold
3,515
– – 0.08% 99
2015
Q4 		$329K Hold
3,515
– – 0.08% 99
2015
Q3 		$311K Buy
+3,515
New +$330K 0.08% 94

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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of America
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
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Eagle Ridge Investment Management's VONE Position: Q2 2022 in Review

Eagle Ridge Investment Management sold out of Vanguard Russell 1000 ETF (VONE) in Q2 2022, closing a stake of 1,099 shares — an estimated $228K sold.

Eagle Ridge Investment Management first reported a position in VONE in Q3 2015 and held it in 27 quarters. The position peaked at $356K in Q1 2017. 192 funds tracked by Wall St. Rank hold VONE as of Q2 2022.

  • Eagle Ridge Investment Management reported no remaining Vanguard Russell 1000 ETF position as of Q2 2022 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 1,099 Vanguard Russell 1000 ETF shares in Q2 2022, an estimated $228K.
  • Eagle Ridge Investment Management first reported a position in Vanguard Russell 1000 ETF in Q3 2015 and held it in 27 quarters.
  • Eagle Ridge Investment Management's Vanguard Russell 1000 ETF position peaked at $356K in Q1 2017.
  • 192 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2022.

Based on Eagle Ridge Investment Management's 13F filing for Q2 2022, filed 19 Jul 2022.