Pinnacle Wealth Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

Pinnacle Wealth 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	$300K	Buy	+1,500	New	+$293K	0.01%	311

Other funds holding VONE

DLIC

Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pinnacle Wealth Advisors's VONE Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Vanguard Russell 1000 ETF (VONE) in Q2 2021: 1,500 shares worth $300K. The stake represents 0.01% of the portfolio and ranks #311 among its holdings.

151 funds tracked by Wall St. Rank hold VONE as of Q2 2021.

Pinnacle Wealth Advisors held 1,500 shares of Vanguard Russell 1000 ETF worth $300K as of Q2 2021.
Vanguard Russell 1000 ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
Vanguard Russell 1000 ETF made up 0.01% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #311 holding.
151 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.