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

Wipfli 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
2022 Q3	$205K	Buy	+1,254	New	+$227K	0.01%	444

Other funds holding VONE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

APW

Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wipfli Financial Advisors's VONE Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Vanguard Russell 1000 ETF (VONE) in Q3 2022: 1,254 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #444 among its holdings.

196 funds tracked by Wall St. Rank hold VONE as of Q3 2022.

Wipfli Financial Advisors held 1,254 shares of Vanguard Russell 1000 ETF worth $205K as of Q3 2022.
Vanguard Russell 1000 ETF was a new Wipfli Financial Advisors position in Q3 2022.
Vanguard Russell 1000 ETF made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #444 holding.
196 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.