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Transamerica Financial Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

Transamerica Financial 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
-451
Closed -$91K – 657
2023
Q2 		$91K Hold
451
– – 0.01% 259
2023
Q1 		$85K Hold
451
– – 0.01% 275
2022
Q4 		$79K Buy
+451
New +$79K 0.01% 273

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

Transamerica Financial Advisors's VONE Position: Q3 2023 in Review

Transamerica Financial Advisors sold out of Vanguard Russell 1000 ETF (VONE) in Q3 2023, closing a stake of 451 shares — an estimated $91K sold.

Transamerica Financial Advisors first reported a position in VONE in Q4 2022 and held it in 3 quarters. The position peaked at $91K in Q2 2023. 235 funds tracked by Wall St. Rank hold VONE as of Q3 2023.

  • Transamerica Financial Advisors reported no remaining Vanguard Russell 1000 ETF position as of Q3 2023 after selling out during the quarter.
  • Transamerica Financial Advisors sold 451 Vanguard Russell 1000 ETF shares in Q3 2023, an estimated $91K.
  • Transamerica Financial Advisors first reported a position in Vanguard Russell 1000 ETF in Q4 2022 and held it in 3 quarters.
  • Transamerica Financial Advisors's Vanguard Russell 1000 ETF position peaked at $91K in Q2 2023.
  • 235 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2023.

Based on Transamerica Financial Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.