Baltimore-Washington Financial Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

Baltimore-Washington Financial 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 Q2	$205K	Buy	+605	New	+$198K	0.01%	203

Other funds holding VONE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

Baltimore-Washington Financial Advisors's VONE Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors opened a new position in Vanguard Russell 1000 ETF (VONE) in Q2 2026: 605 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #203 among its holdings.

407 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

Baltimore-Washington Financial Advisors held 605 shares of Vanguard Russell 1000 ETF worth $205K as of Q2 2026.
Vanguard Russell 1000 ETF was a new Baltimore-Washington Financial Advisors position in Q2 2026.
Vanguard Russell 1000 ETF made up 0.01% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #203 holding.
407 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.