Source Financial Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

Source Financial Advisors’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 Q3	$859K	Buy	3,302 +12	+0.4%	+$3.01K	0.25%	51
2024 Q2	$810K	Sell	3,290 -215	-6%	-$51.1K	0.25%	51
2024 Q1	$835K	Buy	3,505 +9	+0.3%	+$2.04K	0.25%	49
2023 Q4	$758K	Buy	3,496 +28	+0.8%	+$5.67K	0.24%	61
2023 Q3	$675K	Sell	3,468 -226	-6%	-$45.7K	0.23%	62
2023 Q2	$745K	Buy	3,694 +24	+0.7%	+$4.58K	0.24%	58
2023 Q1	$684K	Buy	3,670 +48	+1%	+$8.74K	0.23%	63
2022 Q4	$631K	Hold	3,622	–	–	0.24%	69
2022 Q3	$592K	Sell	3,622 -6,356	-64%	-$1.15M	0.23%	69
2022 Q2	$1.72M	Buy	+9,978	New	+$1.87M	0.67%	36

Other funds holding VONE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Hilltop Partners Mishawaka, Indiana $390M AUM 16.72% 1-Year Est. Return

APW

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

Source Financial Advisors's VONE Position: Q3 2024 in Review

Source Financial Advisors increased its Vanguard Russell 1000 ETF (VONE) stake by 0.36% in Q3 2024, buying an estimated $3.01K and bringing the position to 3,302 shares worth $859K. The position accounts for 0.25% of the portfolio, ranked #51.

Source Financial Advisors first reported a position in VONE in Q2 2022 and has held it in 10 quarters since. The position peaked at $1.72M in Q2 2022. 286 funds tracked by Wall St. Rank hold VONE as of Q3 2024.

Source Financial Advisors held 3,302 shares of Vanguard Russell 1000 ETF worth $859K as of Q3 2024.
Source Financial Advisors bought 12 Vanguard Russell 1000 ETF shares in Q3 2024, an estimated $3.01K.
Vanguard Russell 1000 ETF made up 0.25% of Source Financial Advisors's portfolio in Q3 2024, its #51 holding.
Source Financial Advisors first reported a position in Vanguard Russell 1000 ETF in Q2 2022 and has held it in 10 quarters since.
Source Financial Advisors's Vanguard Russell 1000 ETF position peaked at $1.72M in Q2 2022.
286 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.