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Morton Capital Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

Morton Capital Management’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
Q2 		– Sell
-4,000
Closed -$745K – 96
2023
Q1 		$745K Buy
+4,000
New +$728K 0.26% 40

Other funds holding VONE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Morton Capital Management's VONE Position: Q2 2023 in Review

Morton Capital Management sold out of Vanguard Russell 1000 ETF (VONE) in Q2 2023, closing a stake of 4,000 shares — an estimated $745K sold.

Morton Capital Management first reported a position in VONE in Q1 2023 and held it in 1 quarter. The position peaked at $745K in Q1 2023. 240 funds tracked by Wall St. Rank hold VONE as of Q2 2023.

  • Morton Capital Management reported no remaining Vanguard Russell 1000 ETF position as of Q2 2023 after selling out during the quarter.
  • Morton Capital Management sold 4,000 Vanguard Russell 1000 ETF shares in Q2 2023, an estimated $745K.
  • Morton Capital Management first reported a position in Vanguard Russell 1000 ETF in Q1 2023 and held it in 1 quarter.
  • Morton Capital Management's Vanguard Russell 1000 ETF position peaked at $745K in Q1 2023.
  • 240 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2023.

Based on Morton Capital Management's 13F filing for Q2 2023, filed 5 Dec 2023.