PBF
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Petix & Botte Financial’s Vanguard Russell 1000 ETF VONE Stock Holding History

Petix & Botte Financial’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
2024
Q2 		– Sell
-12,409
Closed -$2.96M – 163
2024
Q1 		$2.96M Buy
+12,409
New +$2.81M 0.73% 44

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return

Petix & Botte Financial's VONE Position: Q2 2024 in Review

Petix & Botte Financial sold out of Vanguard Russell 1000 ETF (VONE) in Q2 2024, closing a stake of 12,409 shares — an estimated $2.96M sold.

Petix & Botte Financial first reported a position in VONE in Q1 2024 and held it in 1 quarter. The position peaked at $2.96M in Q1 2024. 280 funds tracked by Wall St. Rank hold VONE as of Q2 2024.

  • Petix & Botte Financial reported no remaining Vanguard Russell 1000 ETF position as of Q2 2024 after selling out during the quarter.
  • Petix & Botte Financial sold 12,409 Vanguard Russell 1000 ETF shares in Q2 2024, an estimated $2.96M.
  • Petix & Botte Financial first reported a position in Vanguard Russell 1000 ETF in Q1 2024 and held it in 1 quarter.
  • Petix & Botte Financial's Vanguard Russell 1000 ETF position peaked at $2.96M in Q1 2024.
  • 280 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2024.

Based on Petix & Botte Financial's 13F filing for Q2 2024, filed 13 Aug 2024.