FGC
VONV icon

Financial Gravity Companies’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Financial Gravity Companies’s Portfolio VONV Stock Details VONV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$6K Buy
+124
New +$6.5K 0.01% 687
2018
Q1 		$11K Buy
+204
New +$11.1K 0.01% 580

Other funds holding VONV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 13.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HAFS
Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $321M AUM 18.23% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
PI
PHH Investments Addison, Texas $378M AUM 19.74% 1-Year Est. Return

Financial Gravity Companies's VONV Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Vanguard Russell 1000 Value ETF (VONV) in Q4 2018: 124 shares worth $6K. The stake represents 0.01% of the portfolio and ranks #687 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in VONV as recently as Q1 2018.

Financial Gravity Companies first reported a position in VONV in Q1 2018 and has held it in 2 quarters since. The position peaked at $11K in Q1 2018. 105 funds tracked by Wall St. Rank hold VONV as of Q4 2018.

  • Financial Gravity Companies held 124 shares of Vanguard Russell 1000 Value ETF worth $6K as of Q4 2018.
  • Vanguard Russell 1000 Value ETF was a new Financial Gravity Companies position in Q4 2018.
  • Vanguard Russell 1000 Value ETF made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #687 holding.
  • Financial Gravity Companies first reported a position in Vanguard Russell 1000 Value ETF in Q1 2018 and has held it in 2 quarters since.
  • Financial Gravity Companies's Vanguard Russell 1000 Value ETF position peaked at $11K in Q1 2018.
  • 105 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.