Wealthspire Advisors (Maryland)’s Vanguard Russell 1000 ETF VONE Stock Holding History

Wealthspire Advisors (Maryland)’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 Q3	$647K	Buy	+4,180	New	+$638K	0.02%	230

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 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NFG

Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VONE Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in Vanguard Russell 1000 ETF (VONE) in Q3 2020: 4,180 shares worth $647K. The stake represents 0.02% of the portfolio and ranks #230 among its holdings.

124 funds tracked by Wall St. Rank hold VONE as of Q3 2020.

Wealthspire Advisors (Maryland) held 4,180 shares of Vanguard Russell 1000 ETF worth $647K as of Q3 2020.
Vanguard Russell 1000 ETF was a new Wealthspire Advisors (Maryland) position in Q3 2020.
Vanguard Russell 1000 ETF made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #230 holding.
124 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.