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Financial Advocates Investment Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

Financial Advocates 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
2018
Q4 		– Sell
-2,073
Closed -$277K – 511
2018
Q3 		$277K Hold
2,073
– – 0.03% 410
2018
Q2 		$260K Hold
2,073
– – 0.03% 403
2018
Q1 		$251K Hold
2,073
– – 0.03% 404
2017
Q4 		$254K Buy
+2,073
New +$247K 0.03% 396

Other funds holding VONE

UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Financial Advocates Investment Management's VONE Position: Q4 2018 in Review

Financial Advocates Investment Management sold out of Vanguard Russell 1000 ETF (VONE) in Q4 2018, closing a stake of 2,073 shares — an estimated $277K sold.

Financial Advocates Investment Management first reported a position in VONE in Q4 2017 and held it in 4 quarters. The position peaked at $277K in Q3 2018. 80 funds tracked by Wall St. Rank hold VONE as of Q4 2018.

  • Financial Advocates Investment Management reported no remaining Vanguard Russell 1000 ETF position as of Q4 2018 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,073 Vanguard Russell 1000 ETF shares in Q4 2018, an estimated $277K.
  • Financial Advocates Investment Management first reported a position in Vanguard Russell 1000 ETF in Q4 2017 and held it in 4 quarters.
  • Financial Advocates Investment Management's Vanguard Russell 1000 ETF position peaked at $277K in Q3 2018.
  • 80 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q4 2018.

Based on Financial Advocates Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.