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

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

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. 409 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.
409 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.