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VCI Wealth Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

VCI Wealth 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
2024
Q3 		– Sell
-14,196
Closed -$3.49M – 123
2024
Q2 		$3.49M Buy
14,196
+4,037
+40% +$960K 1.73% 18
2024
Q1 		$2.42M Sell
10,159
-2,125
-17% -$482K 1.64% 16
2023
Q4 		$2.66M Buy
+12,284
New +$2.49M 1.62% 15

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
HP
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

VCI Wealth Management's VONE Position: Q3 2024 in Review

VCI Wealth Management sold out of Vanguard Russell 1000 ETF (VONE) in Q3 2024, closing a stake of 14,196 shares — an estimated $3.49M sold.

VCI Wealth Management first reported a position in VONE in Q4 2023 and held it in 3 quarters. The position peaked at $3.49M in Q2 2024. 286 funds tracked by Wall St. Rank hold VONE as of Q3 2024.

  • VCI Wealth Management reported no remaining Vanguard Russell 1000 ETF position as of Q3 2024 after selling out during the quarter.
  • VCI Wealth Management sold 14,196 Vanguard Russell 1000 ETF shares in Q3 2024, an estimated $3.49M.
  • VCI Wealth Management first reported a position in Vanguard Russell 1000 ETF in Q4 2023 and held it in 3 quarters.
  • VCI Wealth Management's Vanguard Russell 1000 ETF position peaked at $3.49M in Q2 2024.
  • 286 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2024.

Based on VCI Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.