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Synergy Asset Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

Synergy Asset 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
2025
Q1 		– Sell
-180
Closed -$46.8K – 834
2024
Q4 		$46.8K Buy
+180
New +$48.3K ﹤0.01% 281

Other funds holding VONE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Synergy Asset Management's VONE Position: Q1 2025 in Review

Synergy Asset Management sold out of Vanguard Russell 1000 ETF (VONE) in Q1 2025, closing a stake of 180 shares — an estimated $46.8K sold.

Synergy Asset Management first reported a position in VONE in Q4 2024 and held it in 1 quarter. The position peaked at $46.8K in Q4 2024. 314 funds tracked by Wall St. Rank hold VONE as of Q1 2025.

  • Synergy Asset Management reported no remaining Vanguard Russell 1000 ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 180 Vanguard Russell 1000 ETF shares in Q1 2025, an estimated $46.8K.
  • Synergy Asset Management first reported a position in Vanguard Russell 1000 ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Vanguard Russell 1000 ETF position peaked at $46.8K in Q4 2024.
  • 314 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.