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Plante Moran Financial Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

Plante Moran Financial 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 		– Sell
-318
Closed -$56K – 1136
2020
Q4 		$56K Hold
318
– – 0.02% 342
2020
Q3 		$49K Buy
+318
New +$48.5K 0.02% 323

Other funds holding VONE

DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Plante Moran Financial Advisors's VONE Position: Q1 2021 in Review

Plante Moran Financial Advisors sold out of Vanguard Russell 1000 ETF (VONE) in Q1 2021, closing a stake of 318 shares — an estimated $56K sold.

Plante Moran Financial Advisors first reported a position in VONE in Q3 2020 and held it in 2 quarters. The position peaked at $56K in Q4 2020. 149 funds tracked by Wall St. Rank hold VONE as of Q1 2021.

  • Plante Moran Financial Advisors reported no remaining Vanguard Russell 1000 ETF position as of Q1 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 318 Vanguard Russell 1000 ETF shares in Q1 2021, an estimated $56K.
  • Plante Moran Financial Advisors first reported a position in Vanguard Russell 1000 ETF in Q3 2020 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Vanguard Russell 1000 ETF position peaked at $56K in Q4 2020.
  • 149 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2021, filed 13 May 2021.