Aveo Capital Partners’s Vanguard Russell 1000 ETF VONE Stock Holding History

Aveo Capital Partners’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
2025 Q2	–	Sell	-2,598	Closed	-$663K	–	156
2025 Q1	$663K	Buy	2,598 +1,290	+99%	+$345K	0.11%	93
2024 Q4	$349K	Hold	1,308	–	–	0.04%	260
2024 Q3	$340K	Hold	1,308	–	–	0.04%	261
2024 Q2	$322K	Hold	1,308	–	–	0.04%	251
2024 Q1	$304K	Sell	1,308 -204	-13%	-$46.3K	0.03%	291
2023 Q4	$328K	Buy	1,512 +38	+3%	+$7.7K	0.04%	257
2023 Q3	$287K	Hold	1,474	–	–	0.04%	270
2023 Q2	$297K	Sell	1,474 -1,650	-53%	-$315K	0.04%	273
2023 Q1	$582K	Sell	3,124 -1,794	-36%	-$327K	0.08%	171
2022 Q4	$857K	Sell	4,918 -44,734	-90%	-$7.83M	0.13%	126
2022 Q3	$8.11M	Buy	49,652 +623	+1%	+$113K	1.4%	13
2022 Q2	$8.43M	Buy	+49,029	New	+$9.17M	1.38%	13

Other funds holding VONE

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Aveo Capital Partners's VONE Position: Q2 2025 in Review

Aveo Capital Partners sold out of Vanguard Russell 1000 ETF (VONE) in Q2 2025, closing a stake of 2,598 shares — an estimated $663K sold.

Aveo Capital Partners first reported a position in VONE in Q2 2022 and held it in 12 quarters. The position peaked at $8.43M in Q2 2022. 334 funds tracked by Wall St. Rank hold VONE as of Q2 2025.

Aveo Capital Partners reported no remaining Vanguard Russell 1000 ETF position as of Q2 2025 after selling out during the quarter.
Aveo Capital Partners sold 2,598 Vanguard Russell 1000 ETF shares in Q2 2025, an estimated $663K.
Aveo Capital Partners first reported a position in Vanguard Russell 1000 ETF in Q2 2022 and held it in 12 quarters.
Aveo Capital Partners's Vanguard Russell 1000 ETF position peaked at $8.43M in Q2 2022.
334 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.