SWA
VONE icon

Sutton Wealth Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

Sutton Wealth 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
2023
Q3 		– Sell
-2
Closed -$421 – 889
2023
Q2 		$421 Hold
2
– – ﹤0.01% 811
2023
Q1 		$388 Hold
2
– – ﹤0.01% 770
2022
Q4 		$361 Hold
2
– – ﹤0.01% 1545
2022
Q3 		$336 Hold
2
– – ﹤0.01% 1516
2022
Q2 		$352 Hold
2
– – ﹤0.01% 1521
2022
Q1 		$424 Hold
2
– – ﹤0.01% 1508
2021
Q4 		$447 Hold
2
– – ﹤0.01% 1549
2021
Q3 		$406 Hold
2
– – ﹤0.01% 1282
2021
Q2 		$405 Hold
2
– – ﹤0.01% 1263
2021
Q1 		$373 Hold
2
– – ﹤0.01% 1235
2020
Q4 		$353 Hold
2
– – ﹤0.01% 1214
2020
Q3 		$311 Buy
+2
New +$305 ﹤0.01% 1198

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
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Sutton Wealth Advisors's VONE Position: Q3 2023 in Review

Sutton Wealth Advisors sold out of Vanguard Russell 1000 ETF (VONE) in Q3 2023, closing a stake of 2 shares — an estimated $421 sold.

Sutton Wealth Advisors first reported a position in VONE in Q3 2020 and held it in 12 quarters. The position peaked at $447 in Q4 2021. 235 funds tracked by Wall St. Rank hold VONE as of Q3 2023.

  • Sutton Wealth Advisors reported no remaining Vanguard Russell 1000 ETF position as of Q3 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 2 Vanguard Russell 1000 ETF shares in Q3 2023, an estimated $421.
  • Sutton Wealth Advisors first reported a position in Vanguard Russell 1000 ETF in Q3 2020 and held it in 12 quarters.
  • Sutton Wealth Advisors's Vanguard Russell 1000 ETF position peaked at $447 in Q4 2021.
  • 235 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.