FGC
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Financial Gravity Companies’s Vanguard Russell 1000 ETF VONE Stock Holding History

Financial Gravity Companies’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
Q4 		$21.3K Hold
80
– – ﹤0.01% 433
2024
Q3 		$20.8K Buy
+80
New +$20K 0.01% 270

Other funds holding VONE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HP
Hilltop Partners Mishawaka, Indiana $390M AUM 16.72% 1-Year Est. Return

Financial Gravity Companies's VONE Position: Q4 2024 in Review

Financial Gravity Companies held its Vanguard Russell 1000 ETF (VONE) position steady in Q4 2024 at 80 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Financial Gravity Companies first reported a position in VONE in Q3 2024 and has held it in 2 quarters since. 314 funds tracked by Wall St. Rank hold VONE as of Q4 2024.

  • Financial Gravity Companies held 80 shares of Vanguard Russell 1000 ETF worth $21.3K as of Q4 2024.
  • Financial Gravity Companies left its Vanguard Russell 1000 ETF share count unchanged in Q4 2024.
  • Vanguard Russell 1000 ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2024, its #433 holding.
  • Financial Gravity Companies first reported a position in Vanguard Russell 1000 ETF in Q3 2024 and has held it in 2 quarters since.
  • 314 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.