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Advisortrust Partners’s Vanguard Russell 1000 ETF VONE Stock Holding History

Advisortrust Partners’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
Q1 		– Sell
-1,967
Closed -$608K – 265
2025
Q4 		$608K Buy
+1,967
New +$603K 0.27% 61

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Advisortrust Partners's VONE Position: Q1 2026 in Review

Advisortrust Partners sold out of Vanguard Russell 1000 ETF (VONE) in Q1 2026, closing a stake of 1,967 shares — an estimated $608K sold.

Advisortrust Partners first reported a position in VONE in Q4 2025 and held it in 1 quarter. The position peaked at $608K in Q4 2025. 386 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

  • Advisortrust Partners reported no remaining Vanguard Russell 1000 ETF position as of Q1 2026 after selling out during the quarter.
  • Advisortrust Partners sold 1,967 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $608K.
  • Advisortrust Partners first reported a position in Vanguard Russell 1000 ETF in Q4 2025 and held it in 1 quarter.
  • Advisortrust Partners's Vanguard Russell 1000 ETF position peaked at $608K in Q4 2025.
  • 386 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Advisortrust Partners's 13F filing for Q1 2026, filed 6 May 2026.