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

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$919K	Sell	2,714 -5,282	-66%	-$1.73M	0.01%	635
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 $1.89T 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

Aptus Capital Advisors's VONE Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Vanguard Russell 1000 ETF (VONE) stake by 66% in Q2 2026, selling an estimated $1.73M and leaving 2,714 shares worth $919K. The position accounts for 0.01% of the portfolio, ranked #635.

Aptus Capital Advisors first reported a position in VONE in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.36M in Q1 2026. 409 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

Aptus Capital Advisors held 2,714 shares of Vanguard Russell 1000 ETF worth $919K as of Q2 2026.
Aptus Capital Advisors sold 5,282 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $1.73M.
Vanguard Russell 1000 ETF made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #635 holding.
Aptus Capital Advisors first reported a position in Vanguard Russell 1000 ETF in Q1 2023 and has held it in 14 quarters since.
Aptus Capital Advisors's Vanguard Russell 1000 ETF position peaked at $2.36M in Q1 2026.
409 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.