Householder Group Estate & Retirement Specialist’s Vanguard Russell 1000 ETF VONE Stock Holding History

Householder Group Estate & Retirement Specialist’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	$3K	Sell	12 -1	-8%	-$268	﹤0.01%	465
2024 Q3	$3K	Hold	13	–	–	﹤0.01%	1011
2024 Q2	$3K	Hold	13	–	–	﹤0.01%	1039
2024 Q1	$3.1K	Hold	13	–	–	﹤0.01%	994
2023 Q4	$2K	Hold	13	–	–	﹤0.01%	1028
2023 Q3	$2.53K	Buy	+13	New	+$2.63K	﹤0.01%	1036
2023 Q1	$2K	Buy	+13	New	+$2.37K	﹤0.01%	1107
2022 Q4	–	Sell	-14	Closed	-$2K	–	1130
2022 Q3	$2K	Buy	+14	New	+$2.54K	﹤0.01%	989

Other funds holding VONE

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Hilltop Partners Mishawaka, Indiana $390M AUM 16.72% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's VONE Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Vanguard Russell 1000 ETF (VONE) stake by 7.7% in Q4 2024, selling an estimated $268 and leaving 12 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Householder Group Estate & Retirement Specialist first reported a position in VONE in Q3 2022 and has held it in 8 quarters since. The position peaked at $3.1K in Q1 2024. 314 funds tracked by Wall St. Rank hold VONE as of Q4 2024.

Householder Group Estate & Retirement Specialist held 12 shares of Vanguard Russell 1000 ETF worth $3K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 1 Vanguard Russell 1000 ETF share in Q4 2024, an estimated $268.
Vanguard Russell 1000 ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #465 holding.
Householder Group Estate & Retirement Specialist first reported a position in Vanguard Russell 1000 ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's Vanguard Russell 1000 ETF position peaked at $3.1K in Q1 2024.
314 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.