Secure Asset Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

Secure Asset 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
2023 Q2	–	Sell	-15,150	Closed	-$2.82M	–	204
2023 Q1	$2.82M	Buy	15,150 +190	+1%	+$34.6K	0.94%	19
2022 Q4	$2.61M	Buy	+14,960	New	+$2.62M	0.94%	20

Other funds holding VONE

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DLIC

Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return

APW

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Secure Asset Management's VONE Position: Q2 2023 in Review

Secure Asset Management sold out of Vanguard Russell 1000 ETF (VONE) in Q2 2023, closing a stake of 15,150 shares — an estimated $2.82M sold.

Secure Asset Management first reported a position in VONE in Q4 2022 and held it in 2 quarters. The position peaked at $2.82M in Q1 2023. 239 funds tracked by Wall St. Rank hold VONE as of Q2 2023.

Secure Asset Management reported no remaining Vanguard Russell 1000 ETF position as of Q2 2023 after selling out during the quarter.
Secure Asset Management sold 15,150 Vanguard Russell 1000 ETF shares in Q2 2023, an estimated $2.82M.
Secure Asset Management first reported a position in Vanguard Russell 1000 ETF in Q4 2022 and held it in 2 quarters.
Secure Asset Management's Vanguard Russell 1000 ETF position peaked at $2.82M in Q1 2023.
239 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2023.

Based on Secure Asset Management's 13F filing for Q2 2023, filed 13 Jul 2023.