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SJS Investment Consulting’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

SJS Investment Consulting’s Portfolio VONV Stock Details VONV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-281
Closed -$18.7K – 1660
2023
Q3 		$18.7K Buy
+281
New +$19.5K ﹤0.01% 235

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TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SJS Investment Consulting's VONV Position: Q4 2023 in Review

SJS Investment Consulting sold out of Vanguard Russell 1000 Value ETF (VONV) in Q4 2023, closing a stake of 281 shares — an estimated $18.7K sold.

SJS Investment Consulting first reported a position in VONV in Q3 2023 and held it in 1 quarter. The position peaked at $18.7K in Q3 2023. 366 funds tracked by Wall St. Rank hold VONV as of Q4 2023.

  • SJS Investment Consulting reported no remaining Vanguard Russell 1000 Value ETF position as of Q4 2023 after selling out during the quarter.
  • SJS Investment Consulting sold 281 Vanguard Russell 1000 Value ETF shares in Q4 2023, an estimated $18.7K.
  • SJS Investment Consulting first reported a position in Vanguard Russell 1000 Value ETF in Q3 2023 and held it in 1 quarter.
  • SJS Investment Consulting's Vanguard Russell 1000 Value ETF position peaked at $18.7K in Q3 2023.
  • 366 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q4 2023.

Based on SJS Investment Consulting's 13F filing for Q4 2023, filed 16 Jan 2024.