Blue Trust Inc’s Vanguard Russell 1000 ETF VONE Stock Holding History

Blue Trust Inc’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 Q3	$996K	Sell	2,895 -119	-4%	-$40.9K	0.01%	299
2026 Q2	$1.02M	Hold	3,014	–	–	0.01%	293
2026 Q1	$889K	Hold	3,014	–	–	0.01%	316
2025 Q4	$931K	Hold	3,014	–	–	0.01%	303
2025 Q3	$911K	Buy	3,014 +236	+8%	+$68.8K	0.01%	328
2025 Q2	$780K	Buy	2,778 +185	+7%	+$48.1K	0.01%	339
2025 Q1	$658K	Sell	2,593 -45	-2%	-$12K	0.01%	344
2024 Q4	$704K	Buy	2,638 +130	+5%	+$34.8K	0.01%	289
2024 Q3	$617K	Hold	2,508	–	–	0.01%	389
2024 Q2	$598K	Hold	2,508	–	–	0.01%	327
2024 Q1	$598K	Hold	2,508	–	–	0.01%	250
2023 Q4	$488K	Sell	2,508 -356	-12%	-$72.1K	0.01%	247
2023 Q3	$577K	Buy	2,864 +356	+14%	+$72.1K	0.01%	226
2023 Q2	$467K	Hold	2,508	–	–	0.01%	239
2023 Q1	$437K	Hold	2,508	–	–	0.01%	323
2022 Q4	$410K	Buy	+2,508	New	+$439K	0.01%	289

Other funds holding VONE

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Red Cedar Investment Management Grand Rapids, Michigan $1.04B AUM 20.48% 1-Year Est. Return

Jordan Park Group San Francisco, California $2B AUM 16.09% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Blue Trust Inc's VONE Position: Q3 2026 in Review

Blue Trust Inc reduced its Vanguard Russell 1000 ETF (VONE) stake by 3.9% in Q3 2026, selling an estimated $40.9K and leaving 2,895 shares worth $996K. The position accounts for 0.01% of the portfolio, ranked #299.

Blue Trust Inc first reported a position in VONE in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.02M in Q2 2026. 368 funds tracked by Wall St. Rank hold VONE as of Q3 2026.

Blue Trust Inc held 2,895 shares of Vanguard Russell 1000 ETF worth $996K as of Q3 2026.
Blue Trust Inc sold 119 Vanguard Russell 1000 ETF shares in Q3 2026, an estimated $40.9K.
Vanguard Russell 1000 ETF made up 0.01% of Blue Trust Inc's portfolio in Q3 2026, its #299 holding.
Blue Trust Inc first reported a position in Vanguard Russell 1000 ETF in Q4 2022 and has held it in 16 quarters since.
Blue Trust Inc's Vanguard Russell 1000 ETF position peaked at $1.02M in Q2 2026.
368 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.