Bawa N Mallick Trust’s Vanguard Russell 1000 ETF VONE Stock Holding History

Bawa N Mallick Trust’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	$1.1M	Hold	3,250	–	–	0.36%	45
2026 Q1	$959K	Hold	3,250	–	–	0.39%	40
2025 Q4	$1M	Hold	3,250	–	–	0.37%	41
2025 Q3	$983K	Hold	3,250	–	–	0.37%	41
2025 Q2	$913K	Hold	3,250	–	–	0.38%	41
2025 Q1	$825K	Hold	3,250	–	–	0.39%	40
2024 Q4	$867K	Buy	+3,250	New	+$871K	0.38%	41

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

Bawa N Mallick Trust's VONE Position: Q2 2026 in Review

Bawa N Mallick Trust held its Vanguard Russell 1000 ETF (VONE) position steady in Q2 2026 at 3,250 shares worth $1.1M. The position accounts for 0.36% of the portfolio, ranked #45.

Bawa N Mallick Trust first reported a position in VONE in Q4 2024 and has held it in 7 quarters since. 405 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

Bawa N Mallick Trust held 3,250 shares of Vanguard Russell 1000 ETF worth $1.1M as of Q2 2026.
Bawa N Mallick Trust left its Vanguard Russell 1000 ETF share count unchanged in Q2 2026.
Vanguard Russell 1000 ETF made up 0.36% of Bawa N Mallick Trust's portfolio in Q2 2026, its #45 holding.
Bawa N Mallick Trust first reported a position in Vanguard Russell 1000 ETF in Q4 2024 and has held it in 7 quarters since.
405 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Bawa N Mallick Trust's 13F filing for Q2 2026, filed 14 Aug 2026.