Balance Wealth’s Vanguard Russell 1000 ETF VONE Stock Holding History

Balance Wealth’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	$1.04K	Buy	+3	New	+$1.03K	﹤0.01%	828

Other funds holding VONE

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 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

Balance Wealth's VONE Position: Q3 2026 in Review

Balance Wealth opened a new position in Vanguard Russell 1000 ETF (VONE) in Q3 2026: 3 shares worth $1.04K. The stake represents ﹤0.01% of the portfolio and ranks #828 among its holdings.

368 funds tracked by Wall St. Rank hold VONE as of Q3 2026.

Balance Wealth held 3 shares of Vanguard Russell 1000 ETF worth $1.04K as of Q3 2026.
Vanguard Russell 1000 ETF was a new Balance Wealth position in Q3 2026.
Vanguard Russell 1000 ETF made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #828 holding.
368 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.