Aaron Wealth Advisors
VONE icon

Aaron Wealth Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

Aaron Wealth 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
Q3 		$5.51M Sell
16,027
-1,834
-10% -$631K 0.27% 44
2026
Q2 		$6.05M Sell
17,861
-225
-1% -$73.8K 0.31% 41
2026
Q1 		$5.34M Sell
18,086
-7,431
-29% -$2.29M 0.3% 39
2025
Q4 		$7.89M Sell
25,517
-2,414
-9% -$740K 0.43% 32
2025
Q3 		$8.45M Sell
27,931
-170
-0.6% -$49.5K 0.5% 29
2025
Q2 		$7.89M Buy
28,101
+25
+0.1% +$6.49K 0.81% 22
2025
Q1 		$7.13M Sell
28,076
-734
-3% -$196K 0.82% 20
2024
Q4 		$7.68M Buy
28,810
+382
+1% +$102K 0.89% 19
2024
Q3 		$7.39M Buy
28,428
+39
+0.1% +$9.8K 0.88% 18
2024
Q2 		$6.99M Buy
28,389
+3,162
+13% +$752K 0.97% 18
2024
Q1 		$6.01M Buy
25,227
+1,487
+6% +$337K 0.86% 18
2023
Q4 		$5.15M Sell
23,740
-805
-3% -$163K 0.85% 19
2023
Q3 		$4.78M Sell
24,545
-839
-3% -$170K 0.62% 27
2023
Q2 		$5.12M Sell
25,384
-2,264
-8% -$432K 0.67% 30
2023
Q1 		$5.15M Buy
27,648
+2,908
+12% +$530K 0.71% 32
2022
Q4 		$4.31M Sell
24,740
-397
-2% -$69.5K 0.63% 37
2022
Q3 		$4.11M Buy
25,137
+6,638
+36% +$1.2M 0.76% 32
2022
Q2 		$3.18M Buy
18,499
+5,259
+40% +$984K 0.8% 29
2022
Q1 		$2.74M Buy
13,240
+12,038
+1,001% +$2.46M 0.63% 30
2021
Q4 		$263K Buy
+1,202
New +$256K 0.07% 154
2021
Q1 		– Sell
-64,107
Closed -$11.2M – 170
2020
Q4 		$11.2M Buy
+64,107
New +$10.6M 4.11% 5

Other funds holding VONE

Red Cedar Investment Management
Red Cedar Investment Management Grand Rapids, Michigan $1.04B AUM 20.48% 1-Year Est. Return
Jordan Park Group
Jordan Park Group San Francisco, California $2B AUM 16.09% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Flower City Capital
Flower City Capital Pittsford, New York $234M AUM 15.69% 1-Year Est. Return
Sherrill & Hutchins Financial Advisory
Sherrill & Hutchins Financial Advisory Atlanta, Georgia $207M AUM 7.48% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Aaron Wealth Advisors's VONE Position: Q3 2026 in Review

Aaron Wealth Advisors reduced its Vanguard Russell 1000 ETF (VONE) stake by 10% in Q3 2026, selling an estimated $631K and leaving 16,027 shares worth $5.51M. The position accounts for 0.27% of the portfolio, ranked #44.

Aaron Wealth Advisors first reported a position in VONE in Q4 2020 and has held it in 21 quarters since. The position peaked at $11.2M in Q4 2020. 230 funds tracked by Wall St. Rank hold VONE as of Q3 2026.

  • Aaron Wealth Advisors held 16,027 shares of Vanguard Russell 1000 ETF worth $5.51M as of Q3 2026.
  • Aaron Wealth Advisors sold 1,834 Vanguard Russell 1000 ETF shares in Q3 2026, an estimated $631K.
  • Vanguard Russell 1000 ETF made up 0.27% of Aaron Wealth Advisors's portfolio in Q3 2026, its #44 holding.
  • Aaron Wealth Advisors first reported a position in Vanguard Russell 1000 ETF in Q4 2020 and has held it in 21 quarters since.
  • Aaron Wealth Advisors's Vanguard Russell 1000 ETF position peaked at $11.2M in Q4 2020.
  • 230 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.