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AA Financial Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

AA Financial Advisors’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 		$410K Buy
1,388
+1
+0.1% +$308 0.06% 157
2025
Q4 		$429K Hold
1,387
– – 0.08% 138
2025
Q3 		$419K Hold
1,387
– – 0.08% 126
2025
Q2 		$390K Hold
1,387
– – 0.08% 125
2025
Q1 		$352K Hold
1,387
– – 0.09% 121
2024
Q4 		$370K Hold
1,387
– – 0.1% 121
2024
Q3 		$361K Buy
1,387
+1
+0.1% +$250 0.1% 120
2024
Q2 		$341K Hold
1,386
– – 0.12% 120
2024
Q1 		$330K Hold
1,386
– – 0.13% 113
2023
Q4 		$301K Buy
+1,386
New +$281K 0.2% 47

Other funds holding VONE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $666B 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 $235B AUM 32.99% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return