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
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 $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

AE Wealth Management's VONE Position: Q1 2026 in Review

AE Wealth Management reduced its Vanguard Russell 1000 ETF (VONE) stake by 5.3% in Q1 2026, selling an estimated $48.7K and leaving 2,811 shares worth $830K. The position accounts for ﹤0.01% of the portfolio, ranked #899.

AE Wealth Management first reported a position in VONE in Q1 2021 and has held it in 19 quarters since. The position peaked at $4.53M in Q2 2021. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

  • AE Wealth Management held 2,811 shares of Vanguard Russell 1000 ETF worth $830K as of Q1 2026.
  • AE Wealth Management sold 158 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $48.7K.
  • Vanguard Russell 1000 ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #899 holding.
  • AE Wealth Management first reported a position in Vanguard Russell 1000 ETF in Q1 2021 and has held it in 19 quarters since.
  • AE Wealth Management's Vanguard Russell 1000 ETF position peaked at $4.53M in Q2 2021.
  • 385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.