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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
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 $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

Bartlett & Co Wealth Management's VONE Position: Q1 2026 in Review

Bartlett & Co Wealth Management opened a new position in Vanguard Russell 1000 ETF (VONE) in Q1 2026: 125 shares worth $40.6K. The stake represents ﹤0.01% of the portfolio and ranks #719 among its holdings. This is a return to the name: Bartlett & Co Wealth Management previously reported a position in VONE as recently as Q1 2025.

Bartlett & Co Wealth Management first reported a position in VONE in Q1 2025 and has held it in 2 quarters since. The position peaked at $82.4K in Q1 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

  • Bartlett & Co Wealth Management held 125 shares of Vanguard Russell 1000 ETF worth $40.6K as of Q1 2026.
  • Vanguard Russell 1000 ETF was a new Bartlett & Co Wealth Management position in Q1 2026.
  • Vanguard Russell 1000 ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #719 holding.
  • Bartlett & Co Wealth Management first reported a position in Vanguard Russell 1000 ETF in Q1 2025 and has held it in 2 quarters since.
  • Bartlett & Co Wealth Management's Vanguard Russell 1000 ETF position peaked at $82.4K in Q1 2025.
  • 385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.