American Investment Services’s Vanguard Russell 1000 ETF VONE Stock Holding History

American Investment Services’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	$1.26M	Sell	4,281 -144	-3%	-$44.4K	0.28%	64
2025 Q4	$1.37M	Hold	4,425	–	–	0.32%	60
2025 Q3	$1.34M	Sell	4,425 -151	-3%	-$44K	0.32%	60
2025 Q2	$1.29M	Buy	4,576 +45	+1%	+$11.7K	0.33%	60
2025 Q1	$1.15M	Buy	4,531 +302	+7%	+$80.8K	0.2%	78
2024 Q4	$1.13M	Sell	4,229 -17	-0.4%	-$4.56K	0.2%	76
2024 Q3	$1.1M	Hold	4,246	–	–	0.18%	77
2024 Q2	$1.04M	Hold	4,246	–	–	0.19%	75
2024 Q1	$1.01M	Hold	4,246	–	–	0.18%	78
2023 Q4	$921K	Buy	4,246 +528	+14%	+$107K	0.17%	78
2023 Q3	$724K	Buy	3,718 +151	+4%	+$30.6K	0.15%	82
2023 Q2	$719K	Buy	3,567 +69	+2%	+$13.2K	0.15%	86
2023 Q1	$610K	Hold	3,498	–	–	0.13%	92
2022 Q4	$610K	Buy	+3,498	New	+$613K	0.13%	92

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

American Investment Services's VONE Position: Q1 2026 in Review

American Investment Services reduced its Vanguard Russell 1000 ETF (VONE) stake by 3.3% in Q1 2026, selling an estimated $44.4K and leaving 4,281 shares worth $1.26M. The position accounts for 0.28% of the portfolio, ranked #64.

American Investment Services first reported a position in VONE in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.37M in Q4 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

American Investment Services held 4,281 shares of Vanguard Russell 1000 ETF worth $1.26M as of Q1 2026.
American Investment Services sold 144 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $44.4K.
Vanguard Russell 1000 ETF made up 0.28% of American Investment Services's portfolio in Q1 2026, its #64 holding.
American Investment Services first reported a position in Vanguard Russell 1000 ETF in Q4 2022 and has held it in 14 quarters since.
American Investment Services's Vanguard Russell 1000 ETF position peaked at $1.37M in Q4 2025.
385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on American Investment Services's 13F filing for Q1 2026, filed 13 May 2026.