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Sabal Trust’s Vanguard Russell 1000 ETF VONE Stock Holding History

Sabal Trust’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
Q2 		– Sell
-87,435
Closed -$16.2M – 155
2021
Q1 		$16.2M Hold
87,435
– – 1.2% 45
2020
Q4 		$15.3M Sell
87,435
-7,565
-8% -$1.25M 1.23% 43
2020
Q3 		$14.7M Buy
+95,000
New +$14.5M 1.28% 41

Other funds holding VONE

DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sabal Trust's VONE Position: Q2 2021 in Review

Sabal Trust sold out of Vanguard Russell 1000 ETF (VONE) in Q2 2021, closing a stake of 87,435 shares — an estimated $16.2M sold.

Sabal Trust first reported a position in VONE in Q3 2020 and held it in 3 quarters. The position peaked at $16.2M in Q1 2021. 151 funds tracked by Wall St. Rank hold VONE as of Q2 2021.

  • Sabal Trust reported no remaining Vanguard Russell 1000 ETF position as of Q2 2021 after selling out during the quarter.
  • Sabal Trust sold 87,435 Vanguard Russell 1000 ETF shares in Q2 2021, an estimated $16.2M.
  • Sabal Trust first reported a position in Vanguard Russell 1000 ETF in Q3 2020 and held it in 3 quarters.
  • Sabal Trust's Vanguard Russell 1000 ETF position peaked at $16.2M in Q1 2021.
  • 151 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2021.

Based on Sabal Trust's 13F filing for Q2 2021, filed 16 Jul 2021.