AC
VONE icon

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

Apella 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
Q2 		$122M Buy
359,515
+28,912
+9% +$9.48M 1.72% 11
2026
Q1 		$106M Buy
330,603
+45,375
+16% +$14M 1.58% 14
2025
Q4 		$88.1M Buy
285,228
+30,645
+12% +$9.39M 1.74% 14
2025
Q3 		$76.3M Buy
254,583
+45,223
+22% +$13.2M 1.7% 14
2025
Q2 		$59.1M Buy
209,360
+83,361
+66% +$21.7M 1.6% 16
2025
Q1 		$31M Buy
125,999
+91,245
+263% +$24.4M 1.06% 21
2024
Q4 		$9.27M Buy
+34,754
New +$9.32M 0.36% 50

Other funds holding VONE

FCC
Flower City Capital Pittsford, New York $227M AUM 23.31% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
CWM
Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Apella Capital's VONE Position: Q2 2026 in Review

Apella Capital increased its Vanguard Russell 1000 ETF (VONE) stake by 8.7% in Q2 2026, buying an estimated $9.48M and bringing the position to 359,515 shares worth $122M. The position accounts for 1.72% of the portfolio, ranked #11.

Apella Capital first reported a position in VONE in Q4 2024 and has held it in 7 quarters since. 53 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

  • Apella Capital held 359,515 shares of Vanguard Russell 1000 ETF worth $122M as of Q2 2026.
  • Apella Capital bought 28,912 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $9.48M.
  • Vanguard Russell 1000 ETF made up 1.72% of Apella Capital's portfolio in Q2 2026, its #11 holding.
  • Apella Capital first reported a position in Vanguard Russell 1000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 53 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.