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

AE 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
Q2 		$1.24M Buy
3,649
+838
+30% +$275K 0.01% 830
2026
Q1 		$830K Sell
2,811
-158
-5% -$48.7K ﹤0.01% 899
2025
Q4 		$918K Buy
2,969
+1,295
+77% +$397K 0.01% 829
2025
Q3 		$506K Sell
1,674
-3,917
-70% -$1.14M ﹤0.01% 973
2025
Q2 		$1.57M Sell
5,591
-503
-8% -$131K 0.01% 600
2025
Q1 		$1.55M Buy
6,094
+4,985
+450% +$1.33M 0.01% 595
2024
Q4 		$296K Buy
1,109
+334
+43% +$89.5K ﹤0.01% 1109
2024
Q3 		$202K Buy
+775
New +$194K ﹤0.01% 1182
2024
Q1 		– Sell
-16,780
Closed -$3.72M – 1971
2023
Q4 		$3.72M Buy
16,780
+684
+4% +$139K 0.02% 688
2023
Q3 		$3.13M Buy
16,096
+2,573
+19% +$521K 0.02% 693
2023
Q2 		$2.73M Buy
13,523
+112
+0.8% +$21.4K 0.02% 740
2023
Q1 		$2.5M Sell
13,411
-1,122
-8% -$204K 0.02% 719
2022
Q4 		$2.53M Buy
14,533
+1,256
+9% +$220K 0.02% 665
2022
Q3 		$2.17M Buy
13,277
+782
+6% +$142K 0.02% 667
2022
Q2 		$2.15M Buy
12,495
+912
+8% +$171K 0.02% 646
2022
Q1 		$2.4M Sell
11,583
-184
-2% -$37.6K 0.02% 654
2021
Q4 		$2.58M Buy
11,767
+4,405
+60% +$938K 0.02% 619
2021
Q3 		$1.47M Sell
7,362
-15,232
-67% -$3.13M 0.01% 748
2021
Q2 		$4.53M Buy
22,594
+2,894
+15% +$565K 0.04% 401
2021
Q1 		$3.65M Buy
+19,700
New +$3.57M 0.04% 392

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

AE Wealth Management's VONE Position: Q2 2026 in Review

AE Wealth Management increased its Vanguard Russell 1000 ETF (VONE) stake by 30% in Q2 2026, buying an estimated $275K and bringing the position to 3,649 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #830.

AE Wealth Management first reported a position in VONE in Q1 2021 and has held it in 20 quarters since. The position peaked at $4.53M in Q2 2021. 409 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

  • AE Wealth Management held 3,649 shares of Vanguard Russell 1000 ETF worth $1.24M as of Q2 2026.
  • AE Wealth Management bought 838 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $275K.
  • Vanguard Russell 1000 ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #830 holding.
  • AE Wealth Management first reported a position in Vanguard Russell 1000 ETF in Q1 2021 and has held it in 20 quarters since.
  • AE Wealth Management's Vanguard Russell 1000 ETF position peaked at $4.53M in Q2 2021.
  • 409 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

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