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Aptus Capital Advisors’s
Vanguard Russell 1000 ETF
VONE
Stock Holding History
Aptus Capital Advisors’s Portfolio
VONE Stock Details
VONE Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$2.36M
Buy
7,996
+6,524
+443%
+$2.01M
0.02%
452
2025
Q4
$455K
Buy
1,472
+62
+4%
+$19K
﹤0.01%
766
2025
Q3
$426K
Buy
1,410
+9
+0.6%
+$2.62K
﹤0.01%
740
2025
Q2
$394K
Buy
1,401
+75
+6%
+$19.5K
﹤0.01%
742
2025
Q1
$337K
Buy
1,326
+32
+2%
+$8.56K
﹤0.01%
746
2024
Q4
$345K
Buy
1,294
+1,218
+1,603%
+$327K
﹤0.01%
736
2024
Q3
$19.8K
Hold
76
–
–
﹤0.01%
1039
2024
Q2
$18.7K
Hold
76
–
–
﹤0.01%
975
2024
Q1
$18.1K
Hold
76
–
–
﹤0.01%
981
2023
Q4
$16.5K
Sell
76
-25
-25%
-$5.07K
﹤0.01%
760
2023
Q3
$19.7K
Hold
101
–
–
﹤0.01%
751
2023
Q2
$20.4K
Hold
101
–
–
﹤0.01%
653
2023
Q1
$18.9K
Buy
+101
New
+$18.4K
﹤0.01%
636
Other funds holding VONE
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B 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
$157B AUM
32.99%
1-Year Est. Return
JPG
Jordan Park Group
San Francisco, California
$1.88B AUM
16.2%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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