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

Simplicity Wealth’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
2024
Q2 		– Sell
-7,137
Closed -$1.7M – 1304
2024
Q1 		$1.7M Buy
+7,137
New +$1.62M 0.04% 383

Other funds holding VONE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return

Simplicity Wealth's VONE Position: Q2 2024 in Review

Simplicity Wealth sold out of Vanguard Russell 1000 ETF (VONE) in Q2 2024, closing a stake of 7,137 shares — an estimated $1.7M sold.

Simplicity Wealth first reported a position in VONE in Q1 2024 and held it in 1 quarter. The position peaked at $1.7M in Q1 2024. 280 funds tracked by Wall St. Rank hold VONE as of Q2 2024.

  • Simplicity Wealth reported no remaining Vanguard Russell 1000 ETF position as of Q2 2024 after selling out during the quarter.
  • Simplicity Wealth sold 7,137 Vanguard Russell 1000 ETF shares in Q2 2024, an estimated $1.7M.
  • Simplicity Wealth first reported a position in Vanguard Russell 1000 ETF in Q1 2024 and held it in 1 quarter.
  • Simplicity Wealth's Vanguard Russell 1000 ETF position peaked at $1.7M in Q1 2024.
  • 280 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2024.

Based on Simplicity Wealth's 13F filing for Q2 2024, filed 10 Jul 2024.