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

Selective 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
2022
Q4 		– Sell
-586
Closed -$96K – 705
2022
Q3 		$96K Buy
586
+1
+0.2% +$181 0.04% 215
2022
Q2 		$100K Hold
585
– – 0.04% 220
2022
Q1 		$121K Buy
585
+1
+0.2% +$204 0.04% 187
2021
Q4 		$128K Buy
584
+3
+0.5% +$639 0.05% 165
2021
Q3 		$116K Buy
581
+1
+0.2% +$206 0.06% 160
2021
Q2 		$116K Sell
580
-1,192
-67% -$233K 0.09% 102
2021
Q1 		$328K Hold
1,772
– – 0.3% 37
2020
Q4 		$311K Buy
1,772
+3
+0.2% +$496 0.2% 37
2020
Q3 		$274K Buy
1,769
+5
+0.3% +$763 0.21% 35
2020
Q2 		$250K Buy
1,764
+3
+0.2% +$402 0.21% 36
2020
Q1 		$206K Hold
1,761
– – 0.32% 18
2019
Q4 		$260K Sell
1,761
-277
-14% -$39.1K 0.31% 21
2019
Q3 		$277K Buy
2,038
+124
+6% +$16.8K 0.38% 21
2019
Q2 		$258K Buy
+1,914
New +$253K 0.42% 30

Other funds holding VONE

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Selective Wealth Management's VONE Position: Q4 2022 in Review

Selective Wealth Management sold out of Vanguard Russell 1000 ETF (VONE) in Q4 2022, closing a stake of 586 shares — an estimated $96K sold.

Selective Wealth Management first reported a position in VONE in Q2 2019 and held it in 14 quarters. The position peaked at $328K in Q1 2021. 214 funds tracked by Wall St. Rank hold VONE as of Q4 2022.

  • Selective Wealth Management reported no remaining Vanguard Russell 1000 ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 586 Vanguard Russell 1000 ETF shares in Q4 2022, an estimated $96K.
  • Selective Wealth Management first reported a position in Vanguard Russell 1000 ETF in Q2 2019 and held it in 14 quarters.
  • Selective Wealth Management's Vanguard Russell 1000 ETF position peaked at $328K in Q1 2021.
  • 214 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.