EP Wealth Advisors LLC Increases Holdings in Vanguard Russell 1000

EP Wealth Advisors LLC has significantly increased its investment in the Vanguard Russell 1000 ETF (NASDAQ:VONE). During the third quarter, they raised their position by an impressive 271.9%, as reported in their most recent 13F filing with the SEC. After acquiring 3,230 additional shares, the fund now holds a total of 4,418 shares, which were valued at approximately $1,149,000 at the end of the reporting period.

Several other institutional investors have also made changes to their stakes in Vanguard Russell 1000. Notably, Peoples Bank KS added a new investment worth around $34,000. Similarly, Venturi Wealth Management LLC and Avior Wealth Management LLC made new investments valued at approximately $50,000 and $91,000, respectively, during the same quarter. Other notable purchases include DT Investment Partners LLC, which invested about $124,000, and Ashton Thomas Private Wealth LLC, which made a new investment worth approximately $143,000 in the previous quarter.

Vanguard Russell 1000 Stock Performance

On Wednesday, shares of VONE opened at $275.04. The stock has seen significant movement over the past year, with a 52-week low of $209.53 and a high of $278.17. The company boasts a market capitalization of $5.47 billion, a price-to-earnings ratio of 24.78, and a beta of 1.02. Its 50-day moving average stands at $267.32, while the 200-day moving average is at $255.30.

Dividend Announcement

The Vanguard Russell 1000 recently announced an increased quarterly dividend, which was paid out on September 30th. Shareholders who were on record as of September 26th received a dividend of $0.824 per share, a rise from the prior quarterly dividend of $0.81. This equates to an annualized dividend of $3.30, providing a yield of 1.20% for investors.

About Vanguard Russell 1000

The Vanguard Russell 1000 ETF (VONE) is designed to track the performance of the Russell 1000 index, which includes the largest 1000 publicly traded companies in the United States based on market capitalization. Launched on September 20, 2010, VONE is managed by Vanguard, a well-known name in investment management.

investment, ETFs, performance