Modern Wealth Management, LLC Vanguard Russell 1000 ETF Transaction History

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Vanguard Russell 1000 ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 97,062 shares of VONE stock, worth $29.6 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
97,062
Previous 96,419 0.67%
Holding current value
$29.6 Million
Previous $24.5 Million 11.37%
% of portfolio
0.72%
Previous 0.81%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$225.48 - $280.86 $144,983 - $180,592
643 Added 0.67%
97,062 $27.3 Million
Q1 2025

May 30, 2025
BUY
$250.16 - $278.79 $84,804 - $94,509
339 Added 0.35%
96,419 $24.5 Million
Q1 2025

May 15, 2025
SELL
$250.16 - $278.79 $381,744 - $425,433
-1,526 Reduced 1.56%
96,080 $24.4 Billion
Q4 2024

May 30, 2025
SELL
$257.18 - $277.76 $66,609 - $71,939
-259 Reduced 0.27%
95,821 $25.6 Million
Q4 2024

May 29, 2025
SELL
$257.18 - $277.76 $66,609 - $71,939
-259 Reduced 0.27%
95,821 $25.6 Million
Q4 2024

Feb 11, 2025
BUY
$257.18 - $277.76 $904,244 - $976,604
3,516 Added 3.74%
97,606 $27 Billion
Q3 2024

May 30, 2025
SELL
$234.0 - $260.07 $848,484 - $943,013
-3,626 Reduced 3.77%
92,454 $24 Million
Q3 2024

May 29, 2025
SELL
$234.0 - $260.07 $848,484 - $943,013
-3,626 Reduced 3.77%
92,454 $24 Million
Q3 2024

Nov 05, 2024
BUY
$234.0 - $260.07 $116,766 - $129,774
499 Added 0.53%
94,090 $24.5 Billion
Q2 2024

May 29, 2025
SELL
$225.44 - $247.94 $1.05 Million - $1.15 Million
-4,651 Reduced 4.84%
91,429 $22.5 Million
Q2 2024

Aug 07, 2024
BUY
$225.44 - $247.94 $21.1 Million - $23.2 Million
93,591 New
93,591 $23 Billion

Others Institutions Holding VONE

# of Institutions
365
Shares Held
11.8M
Call Options Held
1.6K
Put Options Held
200
View Full List

About VANGUARD RUSSELL 1000 ETF

VONE Quotes by TradingView
  • Ticker VONE
  • Sector ETFs
  • Industry ETFs
More about VONE
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