GA
VONE icon

Geller Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

Geller Advisors’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 		$1.13M Sell
4,229
-188
-4% -$50.4K 0.07% 61
2024
Q3 		$1.15M Buy
4,417
+613
+16% +$154K 0.08% 64
2024
Q2 		$939K Buy
3,804
+724
+24% +$172K 0.07% 77
2024
Q1 		$734K Sell
3,080
-222
-7% -$50.3K 0.06% 98
2023
Q4 		$716K Sell
3,302
-13
-0.4% -$2.63K 0.07% 88
2023
Q3 		$645K Buy
3,315
+2
+0.1% +$405 0.08% 84
2023
Q2 		$668K Sell
3,313
-278
-8% -$53K 0.08% 79
2023
Q1 		$669K Buy
3,591
+247
+7% +$45K 0.1% 47
2022
Q4 		$583K Sell
3,344
-435
-12% -$76.2K 0.1% 44
2022
Q3 		$620K Buy
3,779
+724
+24% +$131K 0.13% 37
2022
Q2 		$527K Buy
3,055
+158
+5% +$29.6K 0.11% 49
2022
Q1 		$600K Sell
2,897
-447
-13% -$91.3K 0.11% 49
2021
Q4 		$732K Buy
3,344
+266
+9% +$56.7K 0.14% 42
2021
Q3 		$618K Buy
3,078
+179
+6% +$36.8K 0.13% 51
2021
Q2 		$582K Buy
2,899
+1
+0% +$195 0.13% 45
2021
Q1 		$537K Buy
2,898
+5
+0.2% +$906 0.13% 45
2020
Q4 		$507K Hold
2,893
– – 0.13% 42
2020
Q3 		$448K Sell
2,893
-206
-7% -$31.4K 0.13% 38
2020
Q2 		$440K Buy
3,099
+3
+0.1% +$402 0.13% 37
2020
Q1 		$363K Buy
+3,096
New +$433K 0.1% 37

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

Geller Advisors's VONE Position: Q4 2024 in Review

Geller Advisors reduced its Vanguard Russell 1000 ETF (VONE) stake by 4.3% in Q4 2024, selling an estimated $50.4K and leaving 4,229 shares worth $1.13M. The position accounts for 0.07% of the portfolio, ranked #61.

Geller Advisors first reported a position in VONE in Q1 2020 and has held it in 20 quarters since. The position peaked at $1.15M in Q3 2024. 314 funds tracked by Wall St. Rank hold VONE as of Q4 2024.

  • Geller Advisors held 4,229 shares of Vanguard Russell 1000 ETF worth $1.13M as of Q4 2024.
  • Geller Advisors sold 188 Vanguard Russell 1000 ETF shares in Q4 2024, an estimated $50.4K.
  • Vanguard Russell 1000 ETF made up 0.07% of Geller Advisors's portfolio in Q4 2024, its #61 holding.
  • Geller Advisors first reported a position in Vanguard Russell 1000 ETF in Q1 2020 and has held it in 20 quarters since.
  • Geller Advisors's Vanguard Russell 1000 ETF position peaked at $1.15M in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.