Resource Consulting Group’s Vanguard Russell 1000 ETF VONE Stock Holding History

Resource Consulting Group’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 Q4	$1.39M	Hold	6,404	–	–	0.24%	24
2023 Q3	$1.25M	Hold	6,404	–	–	0.24%	23
2023 Q2	$1.29M	Hold	6,404	–	–	0.26%	26
2023 Q1	$1.19M	Hold	6,404	–	–	0.31%	10
2022 Q4	$1.12M	Hold	6,404	–	–	0.29%	8
2022 Q3	$1.05M	Hold	6,404	–	–	0.3%	13
2022 Q2	$1.1M	Hold	6,404	–	–	0.47%	8
2022 Q1	$1.33M	Hold	6,404	–	–	0.46%	15
2021 Q4	$1.4M	Buy	+6,404	New	+$1.36M	0.5%	12

Other funds holding VONE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

APW

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Resource Consulting Group's VONE Position: Q4 2023 in Review

Resource Consulting Group held its Vanguard Russell 1000 ETF (VONE) position steady in Q4 2023 at 6,404 shares worth $1.39M. The position accounts for 0.24% of the portfolio, ranked #24.

Resource Consulting Group first reported a position in VONE in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.4M in Q4 2021. 264 funds tracked by Wall St. Rank hold VONE as of Q4 2023.

Resource Consulting Group held 6,404 shares of Vanguard Russell 1000 ETF worth $1.39M as of Q4 2023.
Resource Consulting Group left its Vanguard Russell 1000 ETF share count unchanged in Q4 2023.
Vanguard Russell 1000 ETF made up 0.24% of Resource Consulting Group's portfolio in Q4 2023, its #24 holding.
Resource Consulting Group first reported a position in Vanguard Russell 1000 ETF in Q4 2021 and has held it in 9 quarters since.
Resource Consulting Group's Vanguard Russell 1000 ETF position peaked at $1.4M in Q4 2021.
264 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q4 2023.

Based on Resource Consulting Group's 13F filing for Q4 2023, filed 11 Jan 2024.