NIA
VONE icon

Northstar Investment Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

Northstar Investment Advisors’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
2021
Q2 		$29.4M Buy
144,047
+17,164
+14% +$3.35M 3.9% 3
2021
Q1 		$23.5M Buy
126,883
+18,873
+17% +$3.42M 3.42% 4
2020
Q4 		$18.9M Buy
+108,010
New +$17.8M 2.95% 5

Other funds holding VONE

DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northstar Investment Advisors's VONE Position: Q2 2021 in Review

Northstar Investment Advisors increased its Vanguard Russell 1000 ETF (VONE) stake by 14% in Q2 2021, buying an estimated $3.35M and bringing the position to 144,047 shares worth $29.4M. The position accounts for 3.9% of the portfolio, ranked #3.

Northstar Investment Advisors first reported a position in VONE in Q4 2020 and has held it in 3 quarters since. 151 funds tracked by Wall St. Rank hold VONE as of Q2 2021.

  • Northstar Investment Advisors held 144,047 shares of Vanguard Russell 1000 ETF worth $29.4M as of Q2 2021.
  • Northstar Investment Advisors bought 17,164 Vanguard Russell 1000 ETF shares in Q2 2021, an estimated $3.35M.
  • Vanguard Russell 1000 ETF made up 3.9% of Northstar Investment Advisors's portfolio in Q2 2021, its #3 holding.
  • Northstar Investment Advisors first reported a position in Vanguard Russell 1000 ETF in Q4 2020 and has held it in 3 quarters since.
  • 151 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2021.

Based on Northstar Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.