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Great Valley Advisor Group’s Vanguard Russell 1000 ETF VONE Stock Holding History

Great Valley Advisor Group’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
2023
Q1 		– Sell
-1,232
Closed -$215K – 760
2022
Q4 		$215K Buy
+1,232
New +$216K 0.01% 636

Other funds holding VONE

Fidelity Investments
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Great Valley Advisor Group's VONE Position: Q1 2023 in Review

Great Valley Advisor Group sold out of Vanguard Russell 1000 ETF (VONE) in Q1 2023, closing a stake of 1,232 shares — an estimated $215K sold.

Great Valley Advisor Group first reported a position in VONE in Q4 2022 and held it in 1 quarter. The position peaked at $215K in Q4 2022. 223 funds tracked by Wall St. Rank hold VONE as of Q1 2023.

  • Great Valley Advisor Group reported no remaining Vanguard Russell 1000 ETF position as of Q1 2023 after selling out during the quarter.
  • Great Valley Advisor Group sold 1,232 Vanguard Russell 1000 ETF shares in Q1 2023, an estimated $215K.
  • Great Valley Advisor Group first reported a position in Vanguard Russell 1000 ETF in Q4 2022 and held it in 1 quarter.
  • Great Valley Advisor Group's Vanguard Russell 1000 ETF position peaked at $215K in Q4 2022.
  • 223 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2023.

Based on Great Valley Advisor Group's 13F filing for Q1 2023, filed 3 May 2023.