SVB Wealth’s Vanguard Russell 1000 ETF VONE Stock Holding History

SVB Wealth’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	–	Sell	-953	Closed	-$235K	–	599
2024 Q2	$235K	Buy	+953	New	+$227K	0.01%	633

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

SVB Wealth's VONE Position: Q3 2024 in Review

SVB Wealth sold out of Vanguard Russell 1000 ETF (VONE) in Q3 2024, closing a stake of 953 shares — an estimated $235K sold.

SVB Wealth first reported a position in VONE in Q2 2024 and held it in 1 quarter. The position peaked at $235K in Q2 2024. 286 funds tracked by Wall St. Rank hold VONE as of Q3 2024.

SVB Wealth reported no remaining Vanguard Russell 1000 ETF position as of Q3 2024 after selling out during the quarter.
SVB Wealth sold 953 Vanguard Russell 1000 ETF shares in Q3 2024, an estimated $235K.
SVB Wealth first reported a position in Vanguard Russell 1000 ETF in Q2 2024 and held it in 1 quarter.
SVB Wealth's Vanguard Russell 1000 ETF position peaked at $235K in Q2 2024.
286 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2024.

Based on SVB Wealth's 13F filing for Q3 2024, filed 18 Oct 2024.