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Empirical Finance’s Vanguard Russell 1000 ETF VONE Stock Holding History

Empirical Finance’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
2020
Q3 		– Sell
-4,243
Closed -$602K – 306
2020
Q2 		$602K Hold
4,243
– – 0.15% 133
2020
Q1 		$497K Buy
+4,243
New +$593K 0.15% 125

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Empirical Finance's VONE Position: Q3 2020 in Review

Empirical Finance sold out of Vanguard Russell 1000 ETF (VONE) in Q3 2020, closing a stake of 4,243 shares — an estimated $602K sold.

Empirical Finance first reported a position in VONE in Q1 2020 and held it in 2 quarters. The position peaked at $602K in Q2 2020. 124 funds tracked by Wall St. Rank hold VONE as of Q3 2020.

  • Empirical Finance reported no remaining Vanguard Russell 1000 ETF position as of Q3 2020 after selling out during the quarter.
  • Empirical Finance sold 4,243 Vanguard Russell 1000 ETF shares in Q3 2020, an estimated $602K.
  • Empirical Finance first reported a position in Vanguard Russell 1000 ETF in Q1 2020 and held it in 2 quarters.
  • Empirical Finance's Vanguard Russell 1000 ETF position peaked at $602K in Q2 2020.
  • 124 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2020.

Based on Empirical Finance's 13F filing for Q3 2020, filed 26 Oct 2020.