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

FourThought Financial’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
2022 Q3	$3K	Hold	21	–	–	﹤0.01%	1286
2022 Q2	$4K	Hold	21	–	–	﹤0.01%	1226
2022 Q1	$4K	Hold	21	–	–	﹤0.01%	1261
2021 Q4	$5K	Hold	21	–	–	﹤0.01%	1234
2021 Q3	$4K	Hold	21	–	–	﹤0.01%	1279
2021 Q2	$4K	Sell	21 -1,177	-98%	-$230K	﹤0.01%	1275
2021 Q1	$221K	Buy	+1,198	New	+$217K	0.03%	334

Other funds holding VONE

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

DLIC

Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return

RCIM

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

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

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

APW

Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

FourThought Financial's VONE Position: Q3 2022 in Review

FourThought Financial held its Vanguard Russell 1000 ETF (VONE) position steady in Q3 2022 at 21 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1286.

FourThought Financial first reported a position in VONE in Q1 2021 and has held it in 7 quarters since. The position peaked at $221K in Q1 2021. 196 funds tracked by Wall St. Rank hold VONE as of Q3 2022.

FourThought Financial held 21 shares of Vanguard Russell 1000 ETF worth $3K as of Q3 2022.
FourThought Financial left its Vanguard Russell 1000 ETF share count unchanged in Q3 2022.
Vanguard Russell 1000 ETF made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1286 holding.
FourThought Financial first reported a position in Vanguard Russell 1000 ETF in Q1 2021 and has held it in 7 quarters since.
FourThought Financial's Vanguard Russell 1000 ETF position peaked at $221K in Q1 2021.
196 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.