Horan Securities’s Vanguard Russell 1000 ETF VONE Stock Holding History

Horan Securities’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 Q3	–	Sell	-24	Closed	-$4.77K	–	652
2023 Q2	$4.77K	Hold	24	–	–	﹤0.01%	479
2023 Q1	$4.39K	Buy	24 +1	+4%	+$182	﹤0.01%	486
2022 Q4	$4.09K	Hold	23	–	–	﹤0.01%	479
2022 Q3	$4K	Hold	23	–	–	﹤0.01%	436
2022 Q2	$4K	Hold	23	–	–	﹤0.01%	462
2022 Q1	$5K	Hold	23	–	–	﹤0.01%	387
2021 Q4	$5K	Buy	+23	New	+$4.9K	﹤0.01%	391

Other funds holding VONE

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

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

DLIC

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

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

APW

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Horan Securities's VONE Position: Q3 2023 in Review

Horan Securities sold out of Vanguard Russell 1000 ETF (VONE) in Q3 2023, closing a stake of 24 shares — an estimated $4.77K sold.

Horan Securities first reported a position in VONE in Q4 2021 and held it in 7 quarters. The position peaked at $5K in Q1 2022. 235 funds tracked by Wall St. Rank hold VONE as of Q3 2023.

Horan Securities reported no remaining Vanguard Russell 1000 ETF position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 24 Vanguard Russell 1000 ETF shares in Q3 2023, an estimated $4.77K.
Horan Securities first reported a position in Vanguard Russell 1000 ETF in Q4 2021 and held it in 7 quarters.
Horan Securities's Vanguard Russell 1000 ETF position peaked at $5K in Q1 2022.
235 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.