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Capstone Financial Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

Capstone Financial 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
Q2 		$7.67M Sell
22,634
-36
-0.2% -$11.8K 0.37% 25
2026
Q1 		$6.69M Buy
22,670
+129
+0.6% +$39.8K 0.36% 27
2025
Q4 		$6.97M Sell
22,541
-495
-2% -$152K 0.37% 27
2025
Q3 		$6.96M Sell
23,036
-243
-1% -$70.8K 0.38% 27
2025
Q2 		$6.54M Buy
23,279
+2,987
+15% +$776K 0.38% 28
2025
Q1 		$5.15M Sell
20,292
-120
-0.6% -$32.1K 0.32% 30
2024
Q4 		$5.44M Sell
20,412
-217
-1% -$58.2K 0.34% 30
2024
Q3 		$5.37M Buy
20,629
+415
+2% +$104K 0.33% 29
2024
Q2 		$4.97M Buy
20,214
+81
+0.4% +$19.3K 0.33% 28
2024
Q1 		$4.8M Sell
20,133
-293
-1% -$66.4K 0.32% 27
2023
Q4 		$4.43M Sell
20,426
-662
-3% -$134K 0.32% 26
2023
Q3 		$4.1M Sell
21,088
-203
-1% -$41.1K 0.32% 26
2023
Q2 		$4.29M Sell
21,291
-182
-0.8% -$34.7K 0.32% 24
2023
Q1 		$4M Sell
21,473
-15
-0.1% -$2.73K 0.32% 24
2022
Q4 		$3.74M Buy
21,488
+116
+0.5% +$20.3K 0.32% 26
2022
Q3 		$3.49M Sell
21,372
-13,335
-38% -$2.42M 0.32% 27
2022
Q2 		$5.96M Buy
+34,707
New +$6.49M 0.51% 26

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
Stifel Financial
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Capstone Financial Advisors's VONE Position: Q2 2026 in Review

Capstone Financial Advisors reduced its Vanguard Russell 1000 ETF (VONE) stake by 0.16% in Q2 2026, selling an estimated $11.8K and leaving 22,634 shares worth $7.67M. The position accounts for 0.37% of the portfolio, ranked #25.

Capstone Financial Advisors first reported a position in VONE in Q2 2022 and has held it in 17 quarters since. 409 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

  • Capstone Financial Advisors held 22,634 shares of Vanguard Russell 1000 ETF worth $7.67M as of Q2 2026.
  • Capstone Financial Advisors sold 36 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $11.8K.
  • Vanguard Russell 1000 ETF made up 0.37% of Capstone Financial Advisors's portfolio in Q2 2026, its #25 holding.
  • Capstone Financial Advisors first reported a position in Vanguard Russell 1000 ETF in Q2 2022 and has held it in 17 quarters since.
  • 409 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.