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Vigilant Capital Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

Vigilant Capital 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
2020
Q4 		– Sell
-187
Closed -$29K – 387
2020
Q3 		$29K Hold
187
– – ﹤0.01% 255
2020
Q2 		$27K Buy
+187
New +$25K ﹤0.01% 242

Other funds holding VONE

DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 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
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

Vigilant Capital Management's VONE Position: Q4 2020 in Review

Vigilant Capital Management sold out of Vanguard Russell 1000 ETF (VONE) in Q4 2020, closing a stake of 187 shares — an estimated $29K sold.

Vigilant Capital Management first reported a position in VONE in Q2 2020 and held it in 2 quarters. The position peaked at $29K in Q3 2020. 139 funds tracked by Wall St. Rank hold VONE as of Q4 2020.

  • Vigilant Capital Management reported no remaining Vanguard Russell 1000 ETF position as of Q4 2020 after selling out during the quarter.
  • Vigilant Capital Management sold 187 Vanguard Russell 1000 ETF shares in Q4 2020, an estimated $29K.
  • Vigilant Capital Management first reported a position in Vanguard Russell 1000 ETF in Q2 2020 and held it in 2 quarters.
  • Vigilant Capital Management's Vanguard Russell 1000 ETF position peaked at $29K in Q3 2020.
  • 139 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q4 2020.

Based on Vigilant Capital Management's 13F filing for Q4 2020, filed 14 Jan 2021.