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Base Wealth Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

Base 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 		$645K Sell
1,904
-5
-0.3% -$1.64K 0.3% 39
2026
Q1 		$563K Sell
1,909
-3
-0.2% -$925 0.32% 38
2025
Q4 		$591K Sell
1,912
-5
-0.3% -$1.53K 0.32% 39
2025
Q3 		$580K Sell
1,917
-2
-0.1% -$583 0.33% 38
2025
Q2 		$539K Buy
1,919
+5
+0.3% +$1.3K 0.35% 37
2025
Q1 		$486K Buy
+1,914
New +$512K 0.37% 38

Other funds holding VONE

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
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FCC
Flower City Capital Pittsford, New York $227M AUM 23.31% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
SHFA
Sherrill & Hutchins Financial Advisory Atlanta, Georgia $209M AUM 15.48% 1-Year Est. Return

Base Wealth Management's VONE Position: Q2 2026 in Review

Base Wealth Management reduced its Vanguard Russell 1000 ETF (VONE) stake by 0.26% in Q2 2026, selling an estimated $1.64K and leaving 1,904 shares worth $645K. The position accounts for 0.3% of the portfolio, ranked #39.

Base Wealth Management first reported a position in VONE in Q1 2025 and has held it in 6 quarters since. 307 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

  • Base Wealth Management held 1,904 shares of Vanguard Russell 1000 ETF worth $645K as of Q2 2026.
  • Base Wealth Management sold 5 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $1.64K.
  • Vanguard Russell 1000 ETF made up 0.3% of Base Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Base Wealth Management first reported a position in Vanguard Russell 1000 ETF in Q1 2025 and has held it in 6 quarters since.
  • 307 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Base Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.