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 Q2	$1.44M	Sell	4,240 -41	-1%	-$13.4K	0.3%	64
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 $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

American Investment Services's VONE Position: Q2 2026 in Review

American Investment Services reduced its Vanguard Russell 1000 ETF (VONE) stake by 0.96% in Q2 2026, selling an estimated $13.4K and leaving 4,240 shares worth $1.44M. The position accounts for 0.3% of the portfolio, ranked #64.

American Investment Services first reported a position in VONE in Q4 2022 and has held it in 15 quarters since. 411 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

American Investment Services held 4,240 shares of Vanguard Russell 1000 ETF worth $1.44M as of Q2 2026.
American Investment Services sold 41 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $13.4K.
Vanguard Russell 1000 ETF made up 0.3% of American Investment Services's portfolio in Q2 2026, its #64 holding.
American Investment Services first reported a position in Vanguard Russell 1000 ETF in Q4 2022 and has held it in 15 quarters since.
411 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on American Investment Services's 13F filing for Q2 2026, filed 12 Aug 2026.