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Gupta Wealth Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$2.61M Hold
27,650
– – 0.61% 35
2015
Q4 		$2.59M Hold
27,650
– – 0.66% 33
2015
Q3 		$2.44M Hold
27,650
– – 0.6% 43
2015
Q2 		$2.64M Hold
27,650
– – 0.65% 44
2015
Q1 		$2.65M Buy
+27,650
New +$2.64M 0.78% 34

Other funds holding VONE

UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
KL
Kinsight LLC Birmingham, Alabama $176M AUM 17.21% 1-Year Est. Return
AIA
Alerus Investment Advisors Wayzata, Minnesota $575M AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gupta Wealth Management's VONE Position: Q1 2016 in Review

Gupta Wealth Management held its Vanguard Russell 1000 ETF (VONE) position steady in Q1 2016 at 27,650 shares worth $2.61M. The position accounts for 0.61% of the portfolio, ranked #35.

Gupta Wealth Management first reported a position in VONE in Q1 2015 and has held it in 5 quarters since. The position peaked at $2.65M in Q1 2015. 49 funds tracked by Wall St. Rank hold VONE as of Q1 2016.

  • Gupta Wealth Management held 27,650 shares of Vanguard Russell 1000 ETF worth $2.61M as of Q1 2016.
  • Gupta Wealth Management left its Vanguard Russell 1000 ETF share count unchanged in Q1 2016.
  • Vanguard Russell 1000 ETF made up 0.61% of Gupta Wealth Management's portfolio in Q1 2016, its #35 holding.
  • Gupta Wealth Management first reported a position in Vanguard Russell 1000 ETF in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Vanguard Russell 1000 ETF position peaked at $2.65M in Q1 2015.
  • 49 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.