Beacon Capital Management LLC (Tennessee)’s Vanguard Russell 1000 ETF VONE Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025 Q3	–	Sell	-222	Closed	-$62.3K	–	986
2025 Q2	$62.3K	Buy	222 +1	+0.5%	+$260	0.01%	301
2025 Q1	$56.1K	Buy	221 +1	+0.5%	+$268	0.01%	295
2024 Q4	$58.8K	Hold	220	–	–	0.01%	276
2024 Q3	$57.1K	Buy	220 +1	+0.5%	+$250	0.01%	302
2024 Q2	$53.9K	Hold	219	–	–	0.01%	275
2024 Q1	$52.2K	Hold	219	–	–	0.01%	288
2023 Q4	$42.6K	Hold	219	–	–	0.01%	248
2023 Q3	$44.1K	Hold	219	–	–	0.01%	266
2023 Q2	$44.1K	Hold	219	–	–	0.01%	266
2023 Q1	$40.8K	Hold	219	–	–	0.01%	255
2022 Q4	$38.2K	Hold	219	–	–	0.01%	266
2022 Q3	$38K	Hold	219	–	–	0.01%	246
2022 Q2	$45K	Hold	219	–	–	0.01%	259
2022 Q1	$45K	Buy	+219	New	+$44.7K	0.01%	259

Other funds holding VONE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s VONE Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Vanguard Russell 1000 ETF (VONE) in Q3 2025, closing a stake of 222 shares — an estimated $62.3K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in VONE in Q1 2022 and held it in 14 quarters. The position peaked at $62.3K in Q2 2025. 344 funds tracked by Wall St. Rank hold VONE as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Vanguard Russell 1000 ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 222 Vanguard Russell 1000 ETF shares in Q3 2025, an estimated $62.3K.
Beacon Capital Management LLC (Tennessee) first reported a position in Vanguard Russell 1000 ETF in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Vanguard Russell 1000 ETF position peaked at $62.3K in Q2 2025.
344 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.