Aspiriant LLC’s Vanguard Russell 1000 ETF VONE Stock Holding History

Aspiriant LLC’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	$287K	Buy	835 +200	+31%	+$68.8K	0.01%	328
2026 Q2	$215K	Buy	+635	New	+$208K	0.01%	371
2015 Q4	–	Sell	-2,498	Closed	-$238K	–	100
2015 Q3	$238K	Hold	2,498	–	–	0.02%	96
2015 Q2	$238K	Buy	+2,498	New	+$243K	0.02%	100
2014 Q4	–	Sell	-5,260	Closed	-$478K	–	99
2014 Q3	$478K	Sell	5,260 -6,974	-57%	-$636K	0.07%	59
2014 Q2	$1.11M	Sell	12,234 -3,928	-24%	-$345K	0.15%	40
2014 Q1	$1.4M	Buy	+16,162	New	+$1.37M	0.2%	36

Other funds holding VONE

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

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

Sherrill & Hutchins Financial Advisory Atlanta, Georgia $207M AUM 7.48% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Cherrydale Wealth Management Hoboken, New Jersey $386M AUM 17.17% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Aspiriant LLC's VONE Position: Q3 2026 in Review

Aspiriant LLC increased its Vanguard Russell 1000 ETF (VONE) stake by 31% in Q3 2026, buying an estimated $68.8K and bringing the position to 835 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #328.

Aspiriant LLC first reported a position in VONE in Q1 2014 and has held it in 7 quarters since. The position peaked at $1.4M in Q1 2014. 111 funds tracked by Wall St. Rank hold VONE as of Q3 2026.

Aspiriant LLC held 835 shares of Vanguard Russell 1000 ETF worth $287K as of Q3 2026.
Aspiriant LLC bought 200 Vanguard Russell 1000 ETF shares in Q3 2026, an estimated $68.8K.
Vanguard Russell 1000 ETF made up 0.01% of Aspiriant LLC's portfolio in Q3 2026, its #328 holding.
Aspiriant LLC first reported a position in Vanguard Russell 1000 ETF in Q1 2014 and has held it in 7 quarters since.
Aspiriant LLC's Vanguard Russell 1000 ETF position peaked at $1.4M in Q1 2014.
111 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.