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Fi3 Financial Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

Fi3 Financial Advisors’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
-1,814
Closed -$376K – 57
2022
Q1 		$376K Hold
1,814
– – 0.29% 29
2021
Q4 		$397K Buy
1,814
+309
+21% +$65.8K 0.26% 27
2021
Q3 		$301K Buy
1,505
+80
+6% +$16.5K 0.2% 33
2021
Q2 		$293K Buy
1,425
+339
+31% +$66.1K 0.2% 36
2021
Q1 		$201K Buy
+1,086
New +$197K 0.17% 49

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

Fi3 Financial Advisors's VONE Position: Q2 2022 in Review

Fi3 Financial Advisors sold out of Vanguard Russell 1000 ETF (VONE) in Q2 2022, closing a stake of 1,814 shares — an estimated $376K sold.

Fi3 Financial Advisors first reported a position in VONE in Q1 2021 and held it in 5 quarters. The position peaked at $397K in Q4 2021. 192 funds tracked by Wall St. Rank hold VONE as of Q2 2022.

  • Fi3 Financial Advisors reported no remaining Vanguard Russell 1000 ETF position as of Q2 2022 after selling out during the quarter.
  • Fi3 Financial Advisors sold 1,814 Vanguard Russell 1000 ETF shares in Q2 2022, an estimated $376K.
  • Fi3 Financial Advisors first reported a position in Vanguard Russell 1000 ETF in Q1 2021 and held it in 5 quarters.
  • Fi3 Financial Advisors's Vanguard Russell 1000 ETF position peaked at $397K in Q4 2021.
  • 192 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2022.

Based on Fi3 Financial Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.