Brio Consultants’s Vanguard Russell 1000 ETF VONE Stock Holding History

Brio Consultants’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	$3.36M	Sell	9,915 -42	-0.4%	-$13.8K	0.39%	46
2026 Q1	$3.26M	Buy	9,957 +2,000	+25%	+$617K	0.4%	45
2025 Q4	$2.46M	Buy	7,957 +124	+2%	+$38K	0.32%	49
2025 Q3	$2.37M	Buy	7,833 +125	+2%	+$36.4K	0.33%	47
2025 Q2	$2.16M	Buy	+7,708	New	+$2M	0.32%	48

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

Brio Consultants's VONE Position: Q2 2026 in Review

Brio Consultants reduced its Vanguard Russell 1000 ETF (VONE) stake by 0.42% in Q2 2026, selling an estimated $13.8K and leaving 9,915 shares worth $3.36M. The position accounts for 0.39% of the portfolio, ranked #46.

Brio Consultants first reported a position in VONE in Q2 2025 and has held it in 5 quarters since. 410 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

Brio Consultants held 9,915 shares of Vanguard Russell 1000 ETF worth $3.36M as of Q2 2026.
Brio Consultants sold 42 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $13.8K.
Vanguard Russell 1000 ETF made up 0.39% of Brio Consultants's portfolio in Q2 2026, its #46 holding.
Brio Consultants first reported a position in Vanguard Russell 1000 ETF in Q2 2025 and has held it in 5 quarters since.
410 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.