AlphaCore Capital’s Vanguard Russell 1000 ETF VONE Stock Holding History

AlphaCore Capital’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	$31K	Sell	105 -9	-8%	-$2.78K	﹤0.01%	1050
2025 Q4	$35.2K	Hold	114	–	–	﹤0.01%	1196
2025 Q3	$34.5K	Sell	114 -140	-55%	-$40.8K	﹤0.01%	906
2025 Q2	$71.3K	Buy	254 +140	+123%	+$36.4K	﹤0.01%	771
2025 Q1	$28.9K	Buy	+114	New	+$30.5K	﹤0.01%	635
2024 Q1	–	Sell	-160	Closed	-$34.7K	–	376
2023 Q4	$34.7K	Hold	160	–	–	0.01%	290
2023 Q3	$31.1K	Hold	160	–	–	﹤0.01%	289
2023 Q2	$32.3K	Buy	+160	New	+$30.5K	0.01%	261
2022 Q3	–	Sell	-410	Closed	-$70K	–	164
2022 Q2	$70K	Hold	410	–	–	0.03%	92
2022 Q1	$85K	Hold	410	–	–	0.03%	87
2021 Q4	$90K	Hold	410	–	–	0.04%	62
2021 Q3	$82K	Hold	410	–	–	0.04%	69
2021 Q2	$82K	Buy	+410	New	+$80K	0.04%	51
2020 Q2	–	Sell	-410	Closed	-$48K	–	299
2020 Q1	$48K	Buy	+410	New	+$57.3K	0.04%	109

Other funds holding VONE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

AlphaCore Capital's VONE Position: Q1 2026 in Review

AlphaCore Capital reduced its Vanguard Russell 1000 ETF (VONE) stake by 7.9% in Q1 2026, selling an estimated $2.78K and leaving 105 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

AlphaCore Capital first reported a position in VONE in Q1 2020 and has held it in 14 quarters since. The position peaked at $90K in Q4 2021. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

AlphaCore Capital held 105 shares of Vanguard Russell 1000 ETF worth $31K as of Q1 2026.
AlphaCore Capital sold 9 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $2.78K.
Vanguard Russell 1000 ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q1 2026, its #1050 holding.
AlphaCore Capital first reported a position in Vanguard Russell 1000 ETF in Q1 2020 and has held it in 14 quarters since.
AlphaCore Capital's Vanguard Russell 1000 ETF position peaked at $90K in Q4 2021.
385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.