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EPIQ Capital Group’s Vanguard Russell 1000 ETF VONE Stock Holding History

EPIQ Capital Group’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
2024
Q1 		– Sell
-1,131
Closed -$245K – 71
2023
Q4 		$245K Buy
1,131
+5
+0.4% +$1.01K 0.11% 46
2023
Q3 		$219K Buy
1,126
+4
+0.4% +$810 0.11% 50
2023
Q2 		$226K Buy
1,122
+4
+0.4% +$763 0.11% 49
2023
Q1 		$208K Buy
+1,118
New +$204K 0.1% 47
2022
Q2 		– Sell
-1,100
Closed -$228K – 50
2022
Q1 		$228K Buy
1,100
+3
+0.3% +$613 0.06% 47
2021
Q4 		$240K Buy
1,097
+8
+0.7% +$1.7K 0.04% 52
2021
Q3 		$219K Buy
1,089
+3
+0.3% +$617 0.02% 62
2021
Q2 		$218K Hold
1,086
– – 0.02% 52
2021
Q1 		$201K Buy
+1,086
New +$197K 0.02% 49

Other funds holding VONE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HP
Hilltop Partners Mishawaka, Indiana $412M AUM 26.77% 1-Year Est. Return

EPIQ Capital Group's VONE Position: Q1 2024 in Review

EPIQ Capital Group sold out of Vanguard Russell 1000 ETF (VONE) in Q1 2024, closing a stake of 1,131 shares — an estimated $245K sold.

EPIQ Capital Group first reported a position in VONE in Q1 2021 and held it in 9 quarters. The position peaked at $245K in Q4 2023. 273 funds tracked by Wall St. Rank hold VONE as of Q1 2024.

  • EPIQ Capital Group reported no remaining Vanguard Russell 1000 ETF position as of Q1 2024 after selling out during the quarter.
  • EPIQ Capital Group sold 1,131 Vanguard Russell 1000 ETF shares in Q1 2024, an estimated $245K.
  • EPIQ Capital Group first reported a position in Vanguard Russell 1000 ETF in Q1 2021 and held it in 9 quarters.
  • EPIQ Capital Group's Vanguard Russell 1000 ETF position peaked at $245K in Q4 2023.
  • 273 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2024.

Based on EPIQ Capital Group's 13F filing for Q1 2024, filed 15 May 2024.