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Rice Partnership’s Vanguard Russell 1000 ETF VONE Stock Holding History

Rice Partnership’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
-219
Closed -$52.2K – 173
2024
Q1 		$52.2K Buy
+219
New +$49.7K 0.01% 110

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

Rice Partnership's VONE Position: Q2 2024 in Review

Rice Partnership sold out of Vanguard Russell 1000 ETF (VONE) in Q2 2024, closing a stake of 219 shares — an estimated $52.2K sold.

Rice Partnership first reported a position in VONE in Q1 2024 and held it in 1 quarter. The position peaked at $52.2K in Q1 2024. 280 funds tracked by Wall St. Rank hold VONE as of Q2 2024.

  • Rice Partnership reported no remaining Vanguard Russell 1000 ETF position as of Q2 2024 after selling out during the quarter.
  • Rice Partnership sold 219 Vanguard Russell 1000 ETF shares in Q2 2024, an estimated $52.2K.
  • Rice Partnership first reported a position in Vanguard Russell 1000 ETF in Q1 2024 and held it in 1 quarter.
  • Rice Partnership's Vanguard Russell 1000 ETF position peaked at $52.2K in Q1 2024.
  • 280 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2024.

Based on Rice Partnership's 13F filing for Q2 2024, filed 1 Aug 2024.