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

Live Oak 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
2024
Q4 		– Hold
0
– – – 195
2024
Q3 		– Hold
0
– – – 193
2024
Q2 		– Hold
0
– – – 185
2023
Q4 		– Hold
0
– – – 185
2023
Q3 		– Hold
0
– – – 188
2023
Q2 		– Hold
0
– – – 194
2023
Q1 		– Hold
0
– – – 185
2022
Q4 		– Hold
0
– – – 181

Other funds holding VONE

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HP
Hilltop Partners Mishawaka, Indiana $412M AUM 26.77% 1-Year Est. Return