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Robertson Stephens Wealth Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

Robertson Stephens Wealth Management’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
Q1 		– Sell
-1,232
Closed -$267K – 507
2023
Q4 		$267K Buy
+1,232
New +$250K 0.02% 398

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
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
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HP
Hilltop Partners Mishawaka, Indiana $390M AUM 16.72% 1-Year Est. Return

Robertson Stephens Wealth Management's VONE Position: Q1 2024 in Review

Robertson Stephens Wealth Management sold out of Vanguard Russell 1000 ETF (VONE) in Q1 2024, closing a stake of 1,232 shares — an estimated $267K sold.

Robertson Stephens Wealth Management first reported a position in VONE in Q4 2023 and held it in 1 quarter. The position peaked at $267K in Q4 2023. 273 funds tracked by Wall St. Rank hold VONE as of Q1 2024.

  • Robertson Stephens Wealth Management reported no remaining Vanguard Russell 1000 ETF position as of Q1 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 1,232 Vanguard Russell 1000 ETF shares in Q1 2024, an estimated $267K.
  • Robertson Stephens Wealth Management first reported a position in Vanguard Russell 1000 ETF in Q4 2023 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Vanguard Russell 1000 ETF position peaked at $267K in Q4 2023.
  • 273 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.