Accurate Wealth Management
VONE icon

Accurate Wealth Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

Accurate Wealth 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
Q3 		$1.33M Buy
3,790
+703
+23% +$242K 0.12% 182
2026
Q2 		$1.05M Buy
+3,087
New +$1.01M 0.1% 216

Other funds holding VONE

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Flower City Capital
Flower City Capital Pittsford, New York $234M AUM 15.69% 1-Year Est. Return

Accurate Wealth Management's VONE Position: Q3 2026 in Review

Accurate Wealth Management increased its Vanguard Russell 1000 ETF (VONE) stake by 23% in Q3 2026, buying an estimated $242K and bringing the position to 3,790 shares worth $1.33M. The position accounts for 0.12% of the portfolio, ranked #182.

Accurate Wealth Management first reported a position in VONE in Q2 2026 and has held it in 2 quarters since. 314 funds tracked by Wall St. Rank hold VONE as of Q3 2026.

  • Accurate Wealth Management held 3,790 shares of Vanguard Russell 1000 ETF worth $1.33M as of Q3 2026.
  • Accurate Wealth Management bought 703 Vanguard Russell 1000 ETF shares in Q3 2026, an estimated $242K.
  • Vanguard Russell 1000 ETF made up 0.12% of Accurate Wealth Management's portfolio in Q3 2026, its #182 holding.
  • Accurate Wealth Management first reported a position in Vanguard Russell 1000 ETF in Q2 2026 and has held it in 2 quarters since.
  • 314 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.