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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
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% +$9.77K 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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
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

Aaron Wealth Advisors's VONE Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Vanguard Russell 1000 ETF (VONE) stake by 1.2% in Q2 2026, selling an estimated $73.8K and leaving 17,861 shares worth $6.05M. The position accounts for 0.31% of the portfolio, ranked #41.

Aaron Wealth Advisors first reported a position in VONE in Q4 2020 and has held it in 20 quarters since. The position peaked at $11.2M in Q4 2020. 408 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

  • Aaron Wealth Advisors held 17,861 shares of Vanguard Russell 1000 ETF worth $6.05M as of Q2 2026.
  • Aaron Wealth Advisors sold 225 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $73.8K.
  • Vanguard Russell 1000 ETF made up 0.31% of Aaron Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • Aaron Wealth Advisors first reported a position in Vanguard Russell 1000 ETF in Q4 2020 and has held it in 20 quarters since.
  • Aaron Wealth Advisors's Vanguard Russell 1000 ETF position peaked at $11.2M in Q4 2020.
  • 408 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.