Paracle Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

Paracle 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 Q1	$2.64M	Sell	14,263 -390	-3%	-$70.6K	0.48%	32
2020 Q4	$2.57M	Sell	14,653 -190	-1%	-$31.4K	0.49%	32
2020 Q3	$2.3M	Sell	14,843 -323	-2%	-$49.3K	0.5%	33
2020 Q2	$2.15M	Sell	15,166 -3,164	-17%	-$424K	0.5%	33
2020 Q1	$2.15M	Buy	+18,330	New	+$2.56M	0.58%	33
2019 Q4	–	Sell	-1,857	Closed	-$252K	–	66
2019 Q3	$252K	Buy	+1,857	New	+$252K	0.06%	63
2016 Q4	–	Sell	-2,301	Closed	-$229K	–	48
2016 Q3	$229K	Buy	+2,301	New	+$228K	0.11%	44

Other funds holding VONE

DLIC

Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

APW

Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Paracle Advisors's VONE Position: Q1 2021 in Review

Paracle Advisors reduced its Vanguard Russell 1000 ETF (VONE) stake by 2.7% in Q1 2021, selling an estimated $70.6K and leaving 14,263 shares worth $2.64M. The position accounts for 0.48% of the portfolio, ranked #32.

Paracle Advisors first reported a position in VONE in Q3 2016 and has held it in 7 quarters since. 149 funds tracked by Wall St. Rank hold VONE as of Q1 2021.

Paracle Advisors held 14,263 shares of Vanguard Russell 1000 ETF worth $2.64M as of Q1 2021.
Paracle Advisors sold 390 Vanguard Russell 1000 ETF shares in Q1 2021, an estimated $70.6K.
Vanguard Russell 1000 ETF made up 0.48% of Paracle Advisors's portfolio in Q1 2021, its #32 holding.
Paracle Advisors first reported a position in Vanguard Russell 1000 ETF in Q3 2016 and has held it in 7 quarters since.
149 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2021.

Based on Paracle Advisors's 13F filing for Q1 2021, filed 13 May 2021.