Berkshire Money Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

Berkshire Money 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 Q1	–	Sell	-5,295	Closed	-$1.64M	–	126
2025 Q4	$1.64M	Buy	+5,295	New	+$1.62M	0.16%	39
2025 Q3	–	Sell	-5,516	Closed	-$1.55M	–	140
2025 Q2	$1.55M	Buy	+5,516	New	+$1.43M	0.16%	36
2020 Q1	–	Sell	-18,130	Closed	-$2.67M	–	86
2019 Q4	$2.67M	Sell	18,130 -20,144	-53%	-$2.84M	0.52%	17
2019 Q3	$5.21M	Sell	38,274 -965	-2%	-$131K	1.08%	16
2019 Q2	$5.29M	Sell	39,239 -1,860	-5%	-$246K	1.12%	16
2019 Q1	$5.34M	Sell	41,099 -15,155	-27%	-$1.89M	1.18%	15
2018 Q4	$6.44M	Buy	+56,254	New	+$6.94M	1.6%	15

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

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

RCIM

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JPG

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

Berkshire Money Management's VONE Position: Q1 2026 in Review

Berkshire Money Management sold out of Vanguard Russell 1000 ETF (VONE) in Q1 2026, closing a stake of 5,295 shares — an estimated $1.64M sold.

Berkshire Money Management first reported a position in VONE in Q4 2018 and held it in 7 quarters. The position peaked at $6.44M in Q4 2018. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

Berkshire Money Management reported no remaining Vanguard Russell 1000 ETF position as of Q1 2026 after selling out during the quarter.
Berkshire Money Management sold 5,295 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $1.64M.
Berkshire Money Management first reported a position in Vanguard Russell 1000 ETF in Q4 2018 and held it in 7 quarters.
Berkshire Money Management's Vanguard Russell 1000 ETF position peaked at $6.44M in Q4 2018.
385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Berkshire Money Management's 13F filing for Q1 2026, filed 21 Apr 2026.