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Access Investment Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

Access Investment 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
Q2 		$217K Sell
642
-901
-58% -$295K 0.06% 74
2026
Q1 		$455K Buy
1,543
+1,295
+522% +$399K 0.12% 70
2025
Q4 		$75K Hold
248
– – 0.02% 84
2025
Q3 		$75K Buy
+248
New +$72.3K 0.02% 84

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

Access Investment Management's VONE Position: Q2 2026 in Review

Access Investment Management reduced its Vanguard Russell 1000 ETF (VONE) stake by 58% in Q2 2026, selling an estimated $295K and leaving 642 shares worth $217K. The position accounts for 0.06% of the portfolio, ranked #74.

Access Investment Management first reported a position in VONE in Q3 2025 and has held it in 4 quarters since. The position peaked at $455K in Q1 2026. 409 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

  • Access Investment Management held 642 shares of Vanguard Russell 1000 ETF worth $217K as of Q2 2026.
  • Access Investment Management sold 901 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $295K.
  • Vanguard Russell 1000 ETF made up 0.06% of Access Investment Management's portfolio in Q2 2026, its #74 holding.
  • Access Investment Management first reported a position in Vanguard Russell 1000 ETF in Q3 2025 and has held it in 4 quarters since.
  • Access Investment Management's Vanguard Russell 1000 ETF position peaked at $455K in Q1 2026.
  • 409 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Access Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.