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Simplicity Solutions’s Vanguard Russell 1000 ETF VONE Stock Holding History

Simplicity Solutions’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
Q4 		$1.4M Hold
6,467
– – 0.04% 369
2023
Q3 		$1.26M Sell
6,467
-175
-3% -$35.4K 0.04% 370
2023
Q2 		$1.34M Buy
6,642
+77
+1% +$14.7K 0.04% 392
2023
Q1 		$1.22M Buy
+6,565
New +$1.2M 0.03% 427

Other funds holding VONE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Simplicity Solutions's VONE Position: Q4 2023 in Review

Simplicity Solutions held its Vanguard Russell 1000 ETF (VONE) position steady in Q4 2023 at 6,467 shares worth $1.4M. The position accounts for 0.04% of the portfolio, ranked #369.

Simplicity Solutions first reported a position in VONE in Q1 2023 and has held it in 4 quarters since. 264 funds tracked by Wall St. Rank hold VONE as of Q4 2023.

  • Simplicity Solutions held 6,467 shares of Vanguard Russell 1000 ETF worth $1.4M as of Q4 2023.
  • Simplicity Solutions left its Vanguard Russell 1000 ETF share count unchanged in Q4 2023.
  • Vanguard Russell 1000 ETF made up 0.04% of Simplicity Solutions's portfolio in Q4 2023, its #369 holding.
  • Simplicity Solutions first reported a position in Vanguard Russell 1000 ETF in Q1 2023 and has held it in 4 quarters since.
  • 264 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.