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P.J. Schmidt Investment Management (PJS)’s Vanguard Russell 1000 ETF VONE Stock Holding History

P.J. Schmidt Investment Management (PJS)’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
Q3 		– Sell
-1,217
Closed -$252K – 172
2023
Q2 		$252K Buy
1,217
+124
+11% +$23.6K 0.05% 151
2023
Q1 		$205K Buy
+1,093
New +$199K 0.04% 167

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s VONE Position: Q3 2023 in Review

P.J. Schmidt Investment Management (PJS) sold out of Vanguard Russell 1000 ETF (VONE) in Q3 2023, closing a stake of 1,217 shares — an estimated $252K sold.

P.J. Schmidt Investment Management (PJS) first reported a position in VONE in Q1 2023 and held it in 2 quarters. The position peaked at $252K in Q2 2023. 235 funds tracked by Wall St. Rank hold VONE as of Q3 2023.

  • P.J. Schmidt Investment Management (PJS) reported no remaining Vanguard Russell 1000 ETF position as of Q3 2023 after selling out during the quarter.
  • P.J. Schmidt Investment Management (PJS) sold 1,217 Vanguard Russell 1000 ETF shares in Q3 2023, an estimated $252K.
  • P.J. Schmidt Investment Management (PJS) first reported a position in Vanguard Russell 1000 ETF in Q1 2023 and held it in 2 quarters.
  • P.J. Schmidt Investment Management (PJS)'s Vanguard Russell 1000 ETF position peaked at $252K in Q2 2023.
  • 235 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2023.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q3 2023, filed 20 Oct 2023.