Abacus Planning Group’s Vanguard Russell 1000 ETF VONE Stock Holding History

Abacus Planning Group’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	$273K	Hold	807	–	–	0.03%	215
2026 Q1	$238K	Hold	807	–	–	0.03%	229
2025 Q4	$249K	Hold	807	–	–	0.03%	221
2025 Q3	$244K	Sell	807 -3,728	-82%	-$1.09M	0.03%	216
2025 Q2	$1.27M	Hold	4,535	–	–	0.19%	68
2025 Q1	$1.15M	Hold	4,535	–	–	0.2%	67
2024 Q4	$1.21M	Hold	4,535	–	–	0.21%	68
2024 Q3	$1.18M	Hold	4,535	–	–	0.21%	68
2024 Q2	$1.12M	Hold	4,535	–	–	0.22%	64
2024 Q1	$1.08M	Hold	4,535	–	–	0.21%	66
2023 Q4	$984K	Hold	4,535	–	–	0.21%	70
2023 Q3	$883K	Hold	4,535	–	–	0.21%	71
2023 Q2	$914K	Hold	4,535	–	–	0.22%	70
2023 Q1	$845K	Hold	4,535	–	–	0.22%	75
2022 Q4	$790K	Hold	4,535	–	–	0.22%	70
2022 Q3	$741K	Hold	4,535	–	–	0.22%	69
2022 Q2	$779K	Hold	4,535	–	–	0.23%	76
2022 Q1	$940K	Hold	4,535	–	–	0.25%	75
2021 Q4	$992K	Hold	4,535	–	–	0.26%	74
2021 Q3	$908K	Hold	4,535	–	–	0.29%	64
2021 Q2	$908K	Hold	4,535	–	–	0.28%	65
2021 Q1	$840K	Hold	4,535	–	–	0.27%	68
2020 Q4	$795K	Hold	4,535	–	–	0.25%	66
2020 Q3	$702K	Sell	4,535 -460	-9%	-$70.2K	0.26%	73
2020 Q2	$709K	Sell	4,995 -1,421	-22%	-$190K	0.29%	69
2020 Q1	$752K	Buy	+6,416	New	+$897K	0.37%	56

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

Abacus Planning Group's VONE Position: Q2 2026 in Review

Abacus Planning Group held its Vanguard Russell 1000 ETF (VONE) position steady in Q2 2026 at 807 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #215.

Abacus Planning Group first reported a position in VONE in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.27M in Q2 2025. 407 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

Abacus Planning Group held 807 shares of Vanguard Russell 1000 ETF worth $273K as of Q2 2026.
Abacus Planning Group left its Vanguard Russell 1000 ETF share count unchanged in Q2 2026.
Vanguard Russell 1000 ETF made up 0.03% of Abacus Planning Group's portfolio in Q2 2026, its #215 holding.
Abacus Planning Group first reported a position in Vanguard Russell 1000 ETF in Q1 2020 and has held it in 26 quarters since.
Abacus Planning Group's Vanguard Russell 1000 ETF position peaked at $1.27M in Q2 2025.
407 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.