VAG
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VisionPoint Advisory Group’s Vanguard Russell 1000 ETF VONE Stock Holding History

VisionPoint Advisory Group’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
Q1 		– Sell
-1,360
Closed -$201K – 152
2019
Q4 		$201K Buy
+1,360
New +$192K 0.08% 120

Other funds holding VONE

DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

VisionPoint Advisory Group's VONE Position: Q1 2020 in Review

VisionPoint Advisory Group sold out of Vanguard Russell 1000 ETF (VONE) in Q1 2020, closing a stake of 1,360 shares — an estimated $201K sold.

VisionPoint Advisory Group first reported a position in VONE in Q4 2019 and held it in 1 quarter. The position peaked at $201K in Q4 2019. 104 funds tracked by Wall St. Rank hold VONE as of Q1 2020.

  • VisionPoint Advisory Group reported no remaining Vanguard Russell 1000 ETF position as of Q1 2020 after selling out during the quarter.
  • VisionPoint Advisory Group sold 1,360 Vanguard Russell 1000 ETF shares in Q1 2020, an estimated $201K.
  • VisionPoint Advisory Group first reported a position in Vanguard Russell 1000 ETF in Q4 2019 and held it in 1 quarter.
  • VisionPoint Advisory Group's Vanguard Russell 1000 ETF position peaked at $201K in Q4 2019.
  • 104 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2020.

Based on VisionPoint Advisory Group's 13F filing for Q1 2020, filed 15 May 2020.