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Ladenburg Thalmann Financial Services’s Vanguard Russell 1000 ETF VONE Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$719K Buy
4,879
+317
+7% +$44.7K ﹤0.01% 1524
2019
Q3 		$621K Sell
4,562
-95
-2% -$12.9K ﹤0.01% 1589
2019
Q2 		$627K Sell
4,657
-288
-6% -$38.1K ﹤0.01% 1571
2019
Q1 		$643K Buy
4,945
+834
+20% +$104K ﹤0.01% 1489
2018
Q4 		$470K Buy
4,111
+216
+6% +$26.7K ﹤0.01% 1575
2018
Q3 		$520K Sell
3,895
-1,224
-24% -$160K ﹤0.01% 1576
2018
Q2 		$621K Hold
5,119
– – 0.01% 1403
2018
Q1 		$621K Buy
5,119
+538
+12% +$67.4K 0.01% 1403
2017
Q4 		$561K Sell
4,581
-108
-2% -$12.9K 0.01% 1468
2017
Q3 		$541K Sell
4,689
-32
-0.7% -$3.62K 0.01% 1413
2017
Q2 		$525K Sell
4,721
-65
-1% -$7.16K 0.01% 1359
2017
Q1 		$518K Buy
4,786
+52
+1% +$5.55K 0.01% 1302
2016
Q4 		$486K Buy
4,734
+1,371
+41% +$137K 0.01% 1272
2016
Q3 		$335K Buy
3,363
+64
+2% +$6.35K 0.01% 1418
2016
Q2 		$317K Buy
3,299
+15
+0.5% +$1.43K 0.01% 1380
2016
Q1 		$310K Buy
3,284
+114
+4% +$10.2K 0.01% 1318
2015
Q4 		$297K Buy
3,170
+17
+0.5% +$1.6K 0.01% 1321
2015
Q3 		$279K Sell
3,153
-41
-1% -$3.84K 0.01% 1263
2015
Q2 		$305K Buy
3,194
+14
+0.4% +$1.36K 0.01% 1324
2015
Q1 		$305K Buy
3,180
+754
+31% +$71.9K 0.01% 1307
2014
Q4 		$230K Buy
2,426
+2,217
+1,061% +$205K 0.01% 1329
2014
Q3 		$19K Hold
209
– – ﹤0.01% 2717
2014
Q2 		$19K Buy
209
+24
+13% +$2.11K ﹤0.01% 2710
2014
Q1 		$16K Hold
185
– – ﹤0.01% 2717
2013
Q4 		$16K Hold
185
– – ﹤0.01% 2676
2013
Q3 		$14K Hold
185
– – ﹤0.01% 2681
2013
Q2 		$14K Buy
+185
New +$13.7K ﹤0.01% 2541

Other funds holding VONE

DLIC
Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ladenburg Thalmann Financial Services's VONE Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Vanguard Russell 1000 ETF (VONE) stake by 6.9% in Q4 2019, buying an estimated $44.7K and bringing the position to 4,879 shares worth $719K. The position accounts for ﹤0.01% of the portfolio, ranked #1524.

Ladenburg Thalmann Financial Services first reported a position in VONE in Q2 2013 and has held it in 27 quarters since. 99 funds tracked by Wall St. Rank hold VONE as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 4,879 shares of Vanguard Russell 1000 ETF worth $719K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 317 Vanguard Russell 1000 ETF shares in Q4 2019, an estimated $44.7K.
  • Vanguard Russell 1000 ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1524 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Vanguard Russell 1000 ETF in Q2 2013 and has held it in 27 quarters since.
  • 99 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.