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Lehman & Derafelo Financial Resources’s Vanguard Russell 1000 ETF VONE Stock Holding History

Lehman & Derafelo Financial Resources’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
Q4 		$563K Hold
3,230
– – 0.17% 59
2022
Q3 		$530K Buy
3,230
+1,100
+52% +$199K 0.17% 58
2022
Q2 		$367K Hold
2,130
– – 0.11% 70
2022
Q1 		$441K Buy
2,130
+500
+31% +$102K 0.12% 69
2021
Q4 		$357K Buy
+1,630
New +$347K 0.11% 74

Other funds holding VONE

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Lehman & Derafelo Financial Resources's VONE Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources held its Vanguard Russell 1000 ETF (VONE) position steady in Q4 2022 at 3,230 shares worth $563K. The position accounts for 0.17% of the portfolio, ranked #59.

Lehman & Derafelo Financial Resources first reported a position in VONE in Q4 2021 and has held it in 5 quarters since. 214 funds tracked by Wall St. Rank hold VONE as of Q4 2022.

  • Lehman & Derafelo Financial Resources held 3,230 shares of Vanguard Russell 1000 ETF worth $563K as of Q4 2022.
  • Lehman & Derafelo Financial Resources left its Vanguard Russell 1000 ETF share count unchanged in Q4 2022.
  • Vanguard Russell 1000 ETF made up 0.17% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #59 holding.
  • Lehman & Derafelo Financial Resources first reported a position in Vanguard Russell 1000 ETF in Q4 2021 and has held it in 5 quarters since.
  • 214 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.