CBIZ Investment Advisory Services’s Vanguard Russell 1000 ETF VONE Stock Holding History

CBIZ Investment Advisory Services’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	$5.22M	Hold	17,674	–	–	0.19%	15
2026 Q1	$5.22M	Sell	17,674 -1,297	-7%	-$400K	0.19%	15
2025 Q4	$5.86M	Buy	18,971 +1,416	+8%	+$434K	0.22%	16
2025 Q3	$5.31M	Sell	17,555 -1,486	-8%	-$433K	0.21%	16
2025 Q2	$5.35M	Buy	19,041 +140	+0.7%	+$36.4K	0.24%	15
2025 Q1	$4.8M	Hold	18,901	–	–	0.24%	15
2024 Q4	$5.04M	Hold	18,901	–	–	0.25%	16
2024 Q3	$4.92M	Buy	18,901 +2,162	+13%	+$542K	0.26%	17
2024 Q2	$4.65M	Sell	16,739 -2,708	-14%	-$644K	0.26%	16
2024 Q1	$4.61M	Sell	19,447 -43,272	-69%	-$9.81M	0.32%	17
2023 Q4	$13.1M	Sell	62,719 -3,548	-5%	-$719K	1%	14
2023 Q3	$12.9M	Sell	66,267 -27,661	-29%	-$5.6M	1.18%	10
2023 Q2	$18.9M	Sell	93,928 -2,144	-2%	-$409K	1.61%	10
2023 Q1	$17.9M	Hold	96,072	–	–	1.57%	11
2022 Q4	$16.7M	Sell	96,072 -1,374	-1%	-$241K	6.51%	4
2022 Q3	$15.9M	Hold	97,446	–	–	15.99%	3
2022 Q2	$16.7M	Buy	+97,446	New	+$18.2M	1.53%	14

Other funds holding VONE

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

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

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

CBIZ Investment Advisory Services's VONE Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Vanguard Russell 1000 ETF (VONE) position steady in Q2 2026 at 17,674 shares worth $5.22M. The position accounts for 0.19% of the portfolio, ranked #15.

CBIZ Investment Advisory Services first reported a position in VONE in Q2 2022 and has held it in 17 quarters since. The position peaked at $18.9M in Q2 2023. 409 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

CBIZ Investment Advisory Services held 17,674 shares of Vanguard Russell 1000 ETF worth $5.22M as of Q2 2026.
CBIZ Investment Advisory Services left its Vanguard Russell 1000 ETF share count unchanged in Q2 2026.
Vanguard Russell 1000 ETF made up 0.19% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #15 holding.
CBIZ Investment Advisory Services first reported a position in Vanguard Russell 1000 ETF in Q2 2022 and has held it in 17 quarters since.
CBIZ Investment Advisory Services's Vanguard Russell 1000 ETF position peaked at $18.9M in Q2 2023.
409 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.