CFA
VONE icon

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
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 $1.66T 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

Capstone Financial Advisors's VONE Position: Q1 2026 in Review

Capstone Financial Advisors increased its Vanguard Russell 1000 ETF (VONE) stake by 0.57% in Q1 2026, buying an estimated $39.8K and bringing the position to 22,670 shares worth $6.69M. The position accounts for 0.36% of the portfolio, ranked #27.

Capstone Financial Advisors first reported a position in VONE in Q2 2022 and has held it in 16 quarters since. The position peaked at $6.97M in Q4 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

  • Capstone Financial Advisors held 22,670 shares of Vanguard Russell 1000 ETF worth $6.69M as of Q1 2026.
  • Capstone Financial Advisors bought 129 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $39.8K.
  • Vanguard Russell 1000 ETF made up 0.36% of Capstone Financial Advisors's portfolio in Q1 2026, its #27 holding.
  • Capstone Financial Advisors first reported a position in Vanguard Russell 1000 ETF in Q2 2022 and has held it in 16 quarters since.
  • Capstone Financial Advisors's Vanguard Russell 1000 ETF position peaked at $6.97M in Q4 2025.
  • 385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.