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 Q1	$3.89M	Sell	13,179 -2,118	-14%	-$653K	0.29%	85
2025 Q4	$4.73M	Sell	15,297 -1,006	-6%	-$308K	0.29%	78
2025 Q3	$4.93M	Sell	16,303 -2,579	-14%	-$752K	0.31%	74
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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B 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 $235B AUM 32.99% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

Arete Wealth Advisors's VONE Position: Q1 2026 in Review

Arete Wealth Advisors reduced its Vanguard Russell 1000 ETF (VONE) stake by 14% in Q1 2026, selling an estimated $653K and leaving 13,179 shares worth $3.89M. The position accounts for 0.29% of the portfolio, ranked #85.

Arete Wealth Advisors first reported a position in VONE in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.3M in Q2 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

Arete Wealth Advisors held 13,179 shares of Vanguard Russell 1000 ETF worth $3.89M as of Q1 2026.
Arete Wealth Advisors sold 2,118 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $653K.
Vanguard Russell 1000 ETF made up 0.29% of Arete Wealth Advisors's portfolio in Q1 2026, its #85 holding.
Arete Wealth Advisors first reported a position in Vanguard Russell 1000 ETF in Q4 2024 and has held it in 6 quarters since.
Arete Wealth Advisors's Vanguard Russell 1000 ETF position peaked at $5.3M in Q2 2025.
385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.