BCWM
VONE icon

Bartlett & Co Wealth Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

Bartlett & Co Wealth Management’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 		$35.6K Sell
105
-20
-16% -$6.56K ﹤0.01% 795
2026
Q1 		$40.6K Buy
+125
New +$38.5K ﹤0.01% 719
2025
Q2 		– Sell
-324
Closed -$82.4K – 1339
2025
Q1 		$82.4K Buy
+324
New +$86.7K ﹤0.01% 575

Other funds holding VONE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
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

Bartlett & Co Wealth Management's VONE Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its Vanguard Russell 1000 ETF (VONE) stake by 16% in Q2 2026, selling an estimated $6.56K and leaving 105 shares worth $35.6K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Bartlett & Co Wealth Management first reported a position in VONE in Q1 2025 and has held it in 3 quarters since. The position peaked at $82.4K in Q1 2025. 409 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

  • Bartlett & Co Wealth Management held 105 shares of Vanguard Russell 1000 ETF worth $35.6K as of Q2 2026.
  • Bartlett & Co Wealth Management sold 20 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $6.56K.
  • Vanguard Russell 1000 ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #795 holding.
  • Bartlett & Co Wealth Management first reported a position in Vanguard Russell 1000 ETF in Q1 2025 and has held it in 3 quarters since.
  • Bartlett & Co Wealth Management's Vanguard Russell 1000 ETF position peaked at $82.4K in Q1 2025.
  • 409 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.