Arete Wealth Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

Arete Wealth 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 Q3	–	Sell	-10,126	Closed	-$3.43M	–	382
2026 Q2	$3.43M	Sell	10,126 -3,053	-23%	-$1M	0.23%	104
2026 Q1	$3.89M	Sell	13,179 -2,118	-14%	-$653K	0.29%	85
2025 Q4	$4.73M	Sell	15,297 -1,005	-6%	-$308K	0.33%	79
2025 Q3	$4.93M	Sell	16,302 -2,580	-14%	-$752K	0.36%	76
2025 Q2	$5.3M	Sell	18,882 -868	-4%	-$225K	0.38%	59
2025 Q1	$5.01M	Buy	19,750 +4,264	+28%	+$1.14M	0.38%	55
2024 Q4	$4.13M	Buy	+15,486	New	+$4.15M	0.3%	69

Other funds holding VONE

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Red Cedar Investment Management Grand Rapids, Michigan $1.04B AUM 20.48% 1-Year Est. Return

Jordan Park Group San Francisco, California $2B AUM 16.09% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Flower City Capital Pittsford, New York $234M AUM 15.69% 1-Year Est. Return

Arete Wealth Advisors's VONE Position: Q3 2026 in Review

Arete Wealth Advisors sold out of Vanguard Russell 1000 ETF (VONE) in Q3 2026, closing a stake of 10,126 shares — an estimated $3.43M sold.

Arete Wealth Advisors first reported a position in VONE in Q4 2024 and held it in 7 quarters. The position peaked at $5.3M in Q2 2025. 314 funds tracked by Wall St. Rank hold VONE as of Q3 2026.

Arete Wealth Advisors reported no remaining Vanguard Russell 1000 ETF position as of Q3 2026 after selling out during the quarter.
Arete Wealth Advisors sold 10,126 Vanguard Russell 1000 ETF shares in Q3 2026, an estimated $3.43M.
Arete Wealth Advisors first reported a position in Vanguard Russell 1000 ETF in Q4 2024 and held it in 7 quarters.
Arete Wealth Advisors's Vanguard Russell 1000 ETF position peaked at $5.3M in Q2 2025.
314 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2026.

Based on Arete Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.