FWM
VONE icon

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

Filbrandt 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
2020
Q3 		– Sell
-620
Closed -$88K – 347
2020
Q2 		$88K Buy
+620
New +$83K 0.07% 78

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

Filbrandt Wealth Management's VONE Position: Q3 2020 in Review

Filbrandt Wealth Management sold out of Vanguard Russell 1000 ETF (VONE) in Q3 2020, closing a stake of 620 shares — an estimated $88K sold.

Filbrandt Wealth Management first reported a position in VONE in Q2 2020 and held it in 1 quarter. The position peaked at $88K in Q2 2020. 124 funds tracked by Wall St. Rank hold VONE as of Q3 2020.

  • Filbrandt Wealth Management reported no remaining Vanguard Russell 1000 ETF position as of Q3 2020 after selling out during the quarter.
  • Filbrandt Wealth Management sold 620 Vanguard Russell 1000 ETF shares in Q3 2020, an estimated $88K.
  • Filbrandt Wealth Management first reported a position in Vanguard Russell 1000 ETF in Q2 2020 and held it in 1 quarter.
  • Filbrandt Wealth Management's Vanguard Russell 1000 ETF position peaked at $88K in Q2 2020.
  • 124 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2020.

Based on Filbrandt Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.