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Capital Performance Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

Capital Performance Advisors’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 		– Sell
-925
Closed -$286K – 516
2025
Q4 		$286K Buy
+925
New +$283K 0.02% 322

Other funds holding VONE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
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 Performance Advisors's VONE Position: Q1 2026 in Review

Capital Performance Advisors sold out of Vanguard Russell 1000 ETF (VONE) in Q1 2026, closing a stake of 925 shares — an estimated $286K sold.

Capital Performance Advisors first reported a position in VONE in Q4 2025 and held it in 1 quarter. The position peaked at $286K in Q4 2025. 387 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

  • Capital Performance Advisors reported no remaining Vanguard Russell 1000 ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 925 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $286K.
  • Capital Performance Advisors first reported a position in Vanguard Russell 1000 ETF in Q4 2025 and held it in 1 quarter.
  • Capital Performance Advisors's Vanguard Russell 1000 ETF position peaked at $286K in Q4 2025.
  • 387 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.