Carolinas Wealth Consulting’s Vanguard Russell 1000 ETF VONE Stock Holding History

Carolinas Wealth Consulting’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
2025 Q2	–	Sell	-1,073	Closed	-$272K	–	928
2025 Q1	$272K	Buy	1,073 +29	+3%	+$7.76K	0.06%	155
2024 Q4	$278K	Hold	1,044	–	–	0.05%	155
2024 Q3	$272K	Hold	1,044	–	–	0.05%	159
2024 Q2	$258K	Hold	1,044	–	–	0.05%	155
2024 Q1	$249K	Hold	1,044	–	–	0.05%	151
2023 Q4	$226K	Buy	1,044 +104	+11%	+$21.1K	0.05%	146
2023 Q3	$178K	Hold	940	–	–	0.04%	151
2023 Q2	$189K	Hold	940	–	–	0.04%	177
2023 Q1	$175K	Hold	940	–	–	0.04%	184
2022 Q4	$164K	Hold	940	–	–	0.04%	188
2022 Q3	$154K	Hold	940	–	–	0.04%	177
2022 Q2	$162K	Hold	940	–	–	0.04%	182
2022 Q1	$195K	Hold	940	–	–	0.04%	172
2021 Q4	$206K	Hold	940	–	–	0.04%	166
2021 Q3	$189K	Hold	940	–	–	0.04%	164
2021 Q2	$189K	Hold	940	–	–	0.04%	171
2021 Q1	$174K	Hold	940	–	–	0.04%	183
2020 Q4	$165K	Buy	+940	New	+$155K	0.04%	169

Other funds holding VONE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Carolinas Wealth Consulting's VONE Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Vanguard Russell 1000 ETF (VONE) in Q2 2025, closing a stake of 1,073 shares — an estimated $272K sold.

Carolinas Wealth Consulting first reported a position in VONE in Q4 2020 and held it in 18 quarters. The position peaked at $278K in Q4 2024. 334 funds tracked by Wall St. Rank hold VONE as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Vanguard Russell 1000 ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 1,073 Vanguard Russell 1000 ETF shares in Q2 2025, an estimated $272K.
Carolinas Wealth Consulting first reported a position in Vanguard Russell 1000 ETF in Q4 2020 and held it in 18 quarters.
Carolinas Wealth Consulting's Vanguard Russell 1000 ETF position peaked at $278K in Q4 2024.
334 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.