Rowland Carmichael Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

Rowland Carmichael 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
2020 Q4	$3.81M	Buy	+21,765	New	+$3.6M	1.21%	14

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 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

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

NFG

Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

Rowland Carmichael Advisors's VONE Position: Q4 2020 in Review

Rowland Carmichael Advisors opened a new position in Vanguard Russell 1000 ETF (VONE) in Q4 2020: 21,765 shares worth $3.81M. The stake represents 1.21% of the portfolio and ranks #14 among its holdings.

139 funds tracked by Wall St. Rank hold VONE as of Q4 2020.

Rowland Carmichael Advisors held 21,765 shares of Vanguard Russell 1000 ETF worth $3.81M as of Q4 2020.
Vanguard Russell 1000 ETF was a new Rowland Carmichael Advisors position in Q4 2020.
Vanguard Russell 1000 ETF made up 1.21% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #14 holding.
139 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.