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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citigroup
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

BXM Wealth's VONE Position: Q1 2026 in Review

BXM Wealth reduced its Vanguard Russell 1000 ETF (VONE) stake by 6.8% in Q1 2026, selling an estimated $61.7K and leaving 2,728 shares worth $805K. The position accounts for 0.62% of the portfolio, ranked #41.

BXM Wealth first reported a position in VONE in Q4 2024 and has held it in 6 quarters since. The position peaked at $905K in Q4 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

  • BXM Wealth held 2,728 shares of Vanguard Russell 1000 ETF worth $805K as of Q1 2026.
  • BXM Wealth sold 200 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $61.7K.
  • Vanguard Russell 1000 ETF made up 0.62% of BXM Wealth's portfolio in Q1 2026, its #41 holding.
  • BXM Wealth first reported a position in Vanguard Russell 1000 ETF in Q4 2024 and has held it in 6 quarters since.
  • BXM Wealth's Vanguard Russell 1000 ETF position peaked at $905K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on BXM Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.