KPCM
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Kings Point Capital Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

Kings Point Capital 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
2022
Q1 		$12K Hold
57
– – ﹤0.01% 555
2021
Q4 		$12K Buy
+57
New +$12.1K ﹤0.01% 616

Other funds holding VONE

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Kings Point Capital Management's VONE Position: Q1 2022 in Review

Kings Point Capital Management held its Vanguard Russell 1000 ETF (VONE) position steady in Q1 2022 at 57 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

Kings Point Capital Management first reported a position in VONE in Q4 2021 and has held it in 2 quarters since. 189 funds tracked by Wall St. Rank hold VONE as of Q1 2022.

  • Kings Point Capital Management held 57 shares of Vanguard Russell 1000 ETF worth $12K as of Q1 2022.
  • Kings Point Capital Management left its Vanguard Russell 1000 ETF share count unchanged in Q1 2022.
  • Vanguard Russell 1000 ETF made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #555 holding.
  • Kings Point Capital Management first reported a position in Vanguard Russell 1000 ETF in Q4 2021 and has held it in 2 quarters since.
  • 189 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.