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Investment Partners’s Vanguard Russell 1000 ETF VONE Stock Holding History

Investment Partners’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
2021
Q2 		– Sell
-1,655
Closed -$307K – 170
2021
Q1 		$307K Sell
1,655
-140
-8% -$25.4K 0.15% 122
2020
Q4 		$315K Hold
1,795
– – 0.17% 106
2020
Q3 		$278K Hold
1,795
– – 0.17% 102
2020
Q2 		$255K Hold
1,795
– – 0.15% 106
2020
Q1 		$210K Buy
+1,795
New +$251K 0.15% 113

Other funds holding VONE

DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Investment Partners's VONE Position: Q2 2021 in Review

Investment Partners sold out of Vanguard Russell 1000 ETF (VONE) in Q2 2021, closing a stake of 1,655 shares — an estimated $307K sold.

Investment Partners first reported a position in VONE in Q1 2020 and held it in 5 quarters. The position peaked at $315K in Q4 2020. 151 funds tracked by Wall St. Rank hold VONE as of Q2 2021.

  • Investment Partners reported no remaining Vanguard Russell 1000 ETF position as of Q2 2021 after selling out during the quarter.
  • Investment Partners sold 1,655 Vanguard Russell 1000 ETF shares in Q2 2021, an estimated $307K.
  • Investment Partners first reported a position in Vanguard Russell 1000 ETF in Q1 2020 and held it in 5 quarters.
  • Investment Partners's Vanguard Russell 1000 ETF position peaked at $315K in Q4 2020.
  • 151 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2021.

Based on Investment Partners's 13F filing for Q2 2021, filed 15 Jul 2021.