1WM
VONE icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return