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Financial Insights’s Vanguard Russell 1000 ETF VONE Stock Holding History

Financial Insights’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
Q3 		– Sell
-895
Closed -$220K – 163
2024
Q2 		$220K Sell
895
-61
-6% -$14.5K 0.06% 150
2024
Q1 		$228K Hold
956
– – 0.06% 154
2023
Q4 		$207K Buy
+956
New +$194K 0.06% 153
2023
Q3 		– Sell
-1,042
Closed -$210K – 160
2023
Q2 		$210K Buy
+1,042
New +$199K 0.08% 150
2023
Q1 		– Sell
-1,301
Closed -$227K – 174
2022
Q4 		$227K Buy
+1,301
New +$228K 0.11% 133

Other funds holding VONE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
HP
Hilltop Partners Mishawaka, Indiana $390M AUM 16.72% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return

Financial Insights's VONE Position: Q3 2024 in Review

Financial Insights sold out of Vanguard Russell 1000 ETF (VONE) in Q3 2024, closing a stake of 895 shares — an estimated $220K sold.

Financial Insights first reported a position in VONE in Q4 2022 and held it in 5 quarters. The position peaked at $228K in Q1 2024. 286 funds tracked by Wall St. Rank hold VONE as of Q3 2024.

  • Financial Insights reported no remaining Vanguard Russell 1000 ETF position as of Q3 2024 after selling out during the quarter.
  • Financial Insights sold 895 Vanguard Russell 1000 ETF shares in Q3 2024, an estimated $220K.
  • Financial Insights first reported a position in Vanguard Russell 1000 ETF in Q4 2022 and held it in 5 quarters.
  • Financial Insights's Vanguard Russell 1000 ETF position peaked at $228K in Q1 2024.
  • 286 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2024.

Based on Financial Insights's 13F filing for Q3 2024, filed 22 Oct 2024.