BXM Wealth’s Vanguard Russell 1000 ETF VONE Stock Holding History

BXM Wealth’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	$917K	Sell	2,707 -21	-0.8%	-$6.88K	0.5%	50
2026 Q1	$805K	Sell	2,728 -200	-7%	-$61.7K	0.62%	41
2025 Q4	$905K	Buy	2,928 +328	+13%	+$101K	0.7%	33
2025 Q3	$786K	Hold	2,600	–	–	0.74%	35
2025 Q2	$730K	Sell	2,600 -50	-2%	-$13K	0.87%	34
2025 Q1	$673K	Sell	2,650 -40	-1%	-$10.7K	0.81%	39
2024 Q4	$717K	Buy	+2,690	New	+$721K	1%	32

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

BXM Wealth's VONE Position: Q2 2026 in Review

BXM Wealth reduced its Vanguard Russell 1000 ETF (VONE) stake by 0.77% in Q2 2026, selling an estimated $6.88K and leaving 2,707 shares worth $917K. The position accounts for 0.5% of the portfolio, ranked #50.

BXM Wealth first reported a position in VONE in Q4 2024 and has held it in 7 quarters since. 410 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

BXM Wealth held 2,707 shares of Vanguard Russell 1000 ETF worth $917K as of Q2 2026.
BXM Wealth sold 21 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $6.88K.
Vanguard Russell 1000 ETF made up 0.5% of BXM Wealth's portfolio in Q2 2026, its #50 holding.
BXM Wealth first reported a position in Vanguard Russell 1000 ETF in Q4 2024 and has held it in 7 quarters since.
410 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.