Financial Gravity Asset Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

Financial Gravity Asset 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
2025 Q1	$20.3K	Buy	+80	New	+$21.4K	﹤0.01%	476
2024 Q2	$19.7K	Sell	80 -80	-50%	-$19K	﹤0.01%	396
2024 Q1	$36.4K	Sell	160 -1,991	-93%	-$451K	﹤0.01%	429
2023 Q4	$396K	Buy	2,151 +80	+4%	+$16.2K	﹤0.01%	460
2023 Q3	$379K	Buy	2,071 +1,962	+1,800%	+$397K	﹤0.01%	450
2023 Q2	$22	Hold	109	–	–	﹤0.01%	1484
2023 Q1	$20	Buy	+109	New	+$19.9K	﹤0.01%	804

Other funds holding VONE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial Gravity Asset Management's VONE Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in Vanguard Russell 1000 ETF (VONE) in Q1 2025: 80 shares worth $20.3K. The stake represents ﹤0.01% of the portfolio and ranks #476 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in VONE as recently as Q2 2024.

Financial Gravity Asset Management first reported a position in VONE in Q1 2023 and has held it in 7 quarters since. The position peaked at $396K in Q4 2023. 314 funds tracked by Wall St. Rank hold VONE as of Q1 2025.

Financial Gravity Asset Management held 80 shares of Vanguard Russell 1000 ETF worth $20.3K as of Q1 2025.
Vanguard Russell 1000 ETF was a new Financial Gravity Asset Management position in Q1 2025.
Vanguard Russell 1000 ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2025, its #476 holding.
Financial Gravity Asset Management first reported a position in Vanguard Russell 1000 ETF in Q1 2023 and has held it in 7 quarters since.
Financial Gravity Asset Management's Vanguard Russell 1000 ETF position peaked at $396K in Q4 2023.
314 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.