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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 $1.66T 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

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. 385 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.
  • 385 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.