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

Spire 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
Q2 		– Sell
-496
Closed -$103K – 2841
2022
Q1 		$103K Buy
496
+413
+498% +$84.3K ﹤0.01% 1153
2021
Q4 		$18K Buy
+83
New +$17.7K ﹤0.01% 2168

Other funds holding VONE

DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Spire Wealth Management's VONE Position: Q2 2022 in Review

Spire Wealth Management sold out of Vanguard Russell 1000 ETF (VONE) in Q2 2022, closing a stake of 496 shares — an estimated $103K sold.

Spire Wealth Management first reported a position in VONE in Q4 2021 and held it in 2 quarters. The position peaked at $103K in Q1 2022. 192 funds tracked by Wall St. Rank hold VONE as of Q2 2022.

  • Spire Wealth Management reported no remaining Vanguard Russell 1000 ETF position as of Q2 2022 after selling out during the quarter.
  • Spire Wealth Management sold 496 Vanguard Russell 1000 ETF shares in Q2 2022, an estimated $103K.
  • Spire Wealth Management first reported a position in Vanguard Russell 1000 ETF in Q4 2021 and held it in 2 quarters.
  • Spire Wealth Management's Vanguard Russell 1000 ETF position peaked at $103K in Q1 2022.
  • 192 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.