Beaumont Asset Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

Beaumont Asset 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	$253K	Hold	748	–	–	0.1%	71
2026 Q1	$221K	Hold	748	–	–	0.1%	73
2025 Q4	$231K	Hold	748	–	–	0.12%	66
2025 Q3	$226K	Hold	748	–	–	0.11%	62
2025 Q2	$210K	Buy	+748	New	+$194K	0.11%	64
2023 Q3	–	Sell	-1,027	Closed	-$207K	–	70
2023 Q2	$207K	Buy	+1,027	New	+$196K	0.16%	67
2022 Q4	–	Sell	-3,023	Closed	-$493K	–	77
2022 Q3	$493K	Buy	3,023 +183	+6%	+$33.2K	0.39%	43
2022 Q2	$487K	Hold	2,840	–	–	0.37%	46
2022 Q1	$588K	Buy	+2,840	New	+$580K	0.4%	45

Other funds holding VONE

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

FCC

Flower City Capital Pittsford, New York $227M AUM 23.31% 1-Year Est. Return

SHFA

Sherrill & Hutchins Financial Advisory Atlanta, Georgia $209M AUM 15.48% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

CWM

Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

FCMC

Founders Capital Management (Connecticut) East Hartford, Connecticut $670M AUM 28.54% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Beaumont Asset Management's VONE Position: Q2 2026 in Review

Beaumont Asset Management held its Vanguard Russell 1000 ETF (VONE) position steady in Q2 2026 at 748 shares worth $253K. The position accounts for 0.1% of the portfolio, ranked #71.

Beaumont Asset Management first reported a position in VONE in Q1 2022 and has held it in 9 quarters since. The position peaked at $588K in Q1 2022. 91 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

Beaumont Asset Management held 748 shares of Vanguard Russell 1000 ETF worth $253K as of Q2 2026.
Beaumont Asset Management left its Vanguard Russell 1000 ETF share count unchanged in Q2 2026.
Vanguard Russell 1000 ETF made up 0.1% of Beaumont Asset Management's portfolio in Q2 2026, its #71 holding.
Beaumont Asset Management first reported a position in Vanguard Russell 1000 ETF in Q1 2022 and has held it in 9 quarters since.
Beaumont Asset Management's Vanguard Russell 1000 ETF position peaked at $588K in Q1 2022.
91 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

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