Capital Investment Advisory Services’s Vanguard Russell 1000 ETF VONE Stock Holding History

Capital Investment Advisory Services’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	$344K	Sell	1,016 -13	-1%	-$4.26K	0.02%	541
2026 Q1	$304K	Hold	1,029	–	–	0.02%	510
2025 Q4	$318K	Buy	1,029 +1	+0.1%	+$306	0.02%	494
2025 Q3	$311K	Buy	1,028 +1	+0.1%	+$291	0.02%	476
2025 Q2	$289K	Hold	1,027	–	–	0.02%	468
2025 Q1	$261K	Buy	1,027 +1	+0.1%	+$268	0.02%	473
2024 Q4	$274K	Hold	1,026	–	–	0.03%	424
2024 Q3	$267K	Sell	1,026 -280	-21%	-$70.1K	0.03%	430
2024 Q2	$321K	Hold	1,306	–	–	0.03%	379
2024 Q1	$311K	Buy	1,306 +59	+5%	+$13.4K	0.03%	389
2023 Q4	$271K	Buy	1,247 +34	+3%	+$6.89K	0.03%	419
2023 Q3	$236K	Buy	+1,213	New	+$246K	0.02%	429
2019 Q2	–	Sell	-26	Closed	-$3K	–	1455
2019 Q1	$3K	Hold	26	–	–	﹤0.01%	1077
2018 Q4	$3K	Buy	+26	New	+$3.21K	﹤0.01%	1023

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

Capital Investment Advisory Services's VONE Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Vanguard Russell 1000 ETF (VONE) stake by 1.3% in Q2 2026, selling an estimated $4.26K and leaving 1,016 shares worth $344K. The position accounts for 0.02% of the portfolio, ranked #541.

Capital Investment Advisory Services first reported a position in VONE in Q4 2018 and has held it in 14 quarters since. 411 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

Capital Investment Advisory Services held 1,016 shares of Vanguard Russell 1000 ETF worth $344K as of Q2 2026.
Capital Investment Advisory Services sold 13 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $4.26K.
Vanguard Russell 1000 ETF made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #541 holding.
Capital Investment Advisory Services first reported a position in Vanguard Russell 1000 ETF in Q4 2018 and has held it in 14 quarters since.
411 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.