1900 Wealth Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

1900 Wealth Management’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
2026 Q2	$25.2M	Buy	74,306 +1,865	+3%	+$611K	1.4%	13
2026 Q1	$21.4M	Buy	72,441 +554	+0.8%	+$171K	1.37%	13
2025 Q4	$22.2M	Buy	71,887 +3,044	+4%	+$933K	1.42%	13
2025 Q3	$20.8M	Buy	68,843 +375	+0.5%	+$109K	1.41%	13
2025 Q2	$19.2M	Buy	68,468 +67,366	+6,113%	+$17.5M	1.45%	13
2025 Q1	$280K	Sell	1,102 -77	-7%	-$20.6K	0.02%	191
2024 Q4	$315K	Buy	1,179 +253	+27%	+$67.8K	0.03%	183
2024 Q3	$241K	Sell	926 -178	-16%	-$44.6K	0.02%	208
2024 Q2	$272K	Hold	1,104	–	–	0.03%	197
2024 Q1	$263K	Buy	1,104 +25	+2%	+$5.67K	0.02%	208
2023 Q4	$234K	Buy	1,079 +5	+0.5%	+$1.01K	0.02%	269
2023 Q3	$209K	Buy	+1,074	New	+$217K	0.02%	285

Other funds holding VONE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

1900 Wealth Management's VONE Position: Q2 2026 in Review

1900 Wealth Management increased its Vanguard Russell 1000 ETF (VONE) stake by 2.6% in Q2 2026, buying an estimated $611K and bringing the position to 74,306 shares worth $25.2M. The position accounts for 1.4% of the portfolio, ranked #13.

1900 Wealth Management first reported a position in VONE in Q3 2023 and has held it in 12 quarters since. 407 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

1900 Wealth Management held 74,306 shares of Vanguard Russell 1000 ETF worth $25.2M as of Q2 2026.
1900 Wealth Management bought 1,865 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $611K.
Vanguard Russell 1000 ETF made up 1.4% of 1900 Wealth Management's portfolio in Q2 2026, its #13 holding.
1900 Wealth Management first reported a position in Vanguard Russell 1000 ETF in Q3 2023 and has held it in 12 quarters since.
407 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.