Level Four Advisory Services’s Vanguard Russell 1000 ETF VONE Stock Holding History

Level Four Advisory 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
2024 Q4	–	Sell	-794	Closed	-$205K	–	798
2024 Q3	$205K	Sell	794 -74	-9%	-$18.5K	0.01%	723
2024 Q2	$214K	Buy	+868	New	+$206K	0.01%	692

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

Level Four Advisory Services's VONE Position: Q4 2024 in Review

Level Four Advisory Services sold out of Vanguard Russell 1000 ETF (VONE) in Q4 2024, closing a stake of 794 shares — an estimated $205K sold.

Level Four Advisory Services first reported a position in VONE in Q2 2024 and held it in 2 quarters. The position peaked at $214K in Q2 2024. 314 funds tracked by Wall St. Rank hold VONE as of Q4 2024.

Level Four Advisory Services reported no remaining Vanguard Russell 1000 ETF position as of Q4 2024 after selling out during the quarter.
Level Four Advisory Services sold 794 Vanguard Russell 1000 ETF shares in Q4 2024, an estimated $205K.
Level Four Advisory Services first reported a position in Vanguard Russell 1000 ETF in Q2 2024 and held it in 2 quarters.
Level Four Advisory Services's Vanguard Russell 1000 ETF position peaked at $214K in Q2 2024.
314 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q4 2024.

Based on Level Four Advisory Services's 13F filing for Q4 2024, filed 12 Feb 2025.