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Money Concepts Capital’s Vanguard Russell 1000 ETF VONE Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-264
Closed -$46K – 2836
2022
Q4 		$46K Buy
+264
New +$46.2K ﹤0.01% 1281
2022
Q2 		– Sell
-115
Closed -$24K – 2593
2022
Q1 		$24K Buy
+115
New +$23.5K ﹤0.01% 1548

Other funds holding VONE

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Money Concepts Capital's VONE Position: Q1 2023 in Review

Money Concepts Capital sold out of Vanguard Russell 1000 ETF (VONE) in Q1 2023, closing a stake of 264 shares — an estimated $46K sold.

Money Concepts Capital first reported a position in VONE in Q1 2022 and held it in 2 quarters. The position peaked at $46K in Q4 2022. 223 funds tracked by Wall St. Rank hold VONE as of Q1 2023.

  • Money Concepts Capital reported no remaining Vanguard Russell 1000 ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 264 Vanguard Russell 1000 ETF shares in Q1 2023, an estimated $46K.
  • Money Concepts Capital first reported a position in Vanguard Russell 1000 ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Vanguard Russell 1000 ETF position peaked at $46K in Q4 2022.
  • 223 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.