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YorkBridge Wealth Partners’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

YorkBridge Wealth Partners’s Portfolio VONV Stock Details VONV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$399K Buy
5,997
+1,914
+47% +$126K 0.1% 148
2022
Q3 		$244K Buy
4,083
+228
+6% +$15K 0.06% 235
2022
Q2 		$245K Buy
+3,855
New +$265K 0.06% 237

Other funds holding VONV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

YorkBridge Wealth Partners's VONV Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its Vanguard Russell 1000 Value ETF (VONV) stake by 47% in Q4 2022, buying an estimated $126K and bringing the position to 5,997 shares worth $399K. The position accounts for 0.1% of the portfolio, ranked #148.

YorkBridge Wealth Partners first reported a position in VONV in Q2 2022 and has held it in 3 quarters since. 309 funds tracked by Wall St. Rank hold VONV as of Q4 2022.

  • YorkBridge Wealth Partners held 5,997 shares of Vanguard Russell 1000 Value ETF worth $399K as of Q4 2022.
  • YorkBridge Wealth Partners bought 1,914 Vanguard Russell 1000 Value ETF shares in Q4 2022, an estimated $126K.
  • Vanguard Russell 1000 Value ETF made up 0.1% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #148 holding.
  • YorkBridge Wealth Partners first reported a position in Vanguard Russell 1000 Value ETF in Q2 2022 and has held it in 3 quarters since.
  • 309 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.