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Summit Trail Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

Summit Trail 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
2022
Q1 		– Sell
-934
Closed -$204K – 377
2021
Q4 		$204K Buy
+934
New +$199K 0.01% 274

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
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Summit Trail Advisors's VONE Position: Q1 2022 in Review

Summit Trail Advisors sold out of Vanguard Russell 1000 ETF (VONE) in Q1 2022, closing a stake of 934 shares — an estimated $204K sold.

Summit Trail Advisors first reported a position in VONE in Q4 2021 and held it in 1 quarter. The position peaked at $204K in Q4 2021. 189 funds tracked by Wall St. Rank hold VONE as of Q1 2022.

  • Summit Trail Advisors reported no remaining Vanguard Russell 1000 ETF position as of Q1 2022 after selling out during the quarter.
  • Summit Trail Advisors sold 934 Vanguard Russell 1000 ETF shares in Q1 2022, an estimated $204K.
  • Summit Trail Advisors first reported a position in Vanguard Russell 1000 ETF in Q4 2021 and held it in 1 quarter.
  • Summit Trail Advisors's Vanguard Russell 1000 ETF position peaked at $204K in Q4 2021.
  • 189 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2022.

Based on Summit Trail Advisors's 13F filing for Q1 2022, filed 16 May 2022.