Brogan Financial’s Vanguard Russell 1000 ETF VONE Stock Holding History

Brogan Financial’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	$375K	Buy	1,270 +3	+0.2%	+$925	0.16%	36
2025 Q4	$391K	Buy	1,267 +3	+0.2%	+$919	0.17%	36
2025 Q3	$382K	Buy	1,264 +4	+0.3%	+$1.17K	0.16%	41
2025 Q2	$354K	Sell	1,260 -25	-2%	-$6.49K	0.16%	44
2025 Q1	$326K	Buy	1,285 +4	+0.3%	+$1.07K	0.16%	44
2024 Q4	$342K	Buy	1,281 +4	+0.3%	+$1.07K	0.17%	38
2024 Q3	$332K	Buy	1,277 +1	+0.1%	+$250	0.19%	41
2024 Q2	$314K	Buy	+1,276	New	+$303K	0.2%	39

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

Brogan Financial's VONE Position: Q1 2026 in Review

Brogan Financial increased its Vanguard Russell 1000 ETF (VONE) stake by 0.24% in Q1 2026, buying an estimated $925 and bringing the position to 1,270 shares worth $375K. The position accounts for 0.16% of the portfolio, ranked #36.

Brogan Financial first reported a position in VONE in Q2 2024 and has held it in 8 quarters since. The position peaked at $391K in Q4 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

Brogan Financial held 1,270 shares of Vanguard Russell 1000 ETF worth $375K as of Q1 2026.
Brogan Financial bought 3 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $925.
Vanguard Russell 1000 ETF made up 0.16% of Brogan Financial's portfolio in Q1 2026, its #36 holding.
Brogan Financial first reported a position in Vanguard Russell 1000 ETF in Q2 2024 and has held it in 8 quarters since.
Brogan Financial's Vanguard Russell 1000 ETF position peaked at $391K in Q4 2025.
385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Brogan Financial's 13F filing for Q1 2026, filed 11 May 2026.