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Centricity Wealth Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

Centricity Wealth Management’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 		$765K Hold
2,722
– – 0.61% 33
2025
Q1 		$691K Buy
2,722
+1
+0% +$268 0.63% 34
2024
Q4 		$726K Buy
+2,721
New +$729K 0.68% 32

Other funds holding VONE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Centricity Wealth Management's VONE Position: Q2 2025 in Review

Centricity Wealth Management held its Vanguard Russell 1000 ETF (VONE) position steady in Q2 2025 at 2,722 shares worth $765K. The position accounts for 0.61% of the portfolio, ranked #33.

Centricity Wealth Management first reported a position in VONE in Q4 2024 and has held it in 3 quarters since. 334 funds tracked by Wall St. Rank hold VONE as of Q2 2025.

  • Centricity Wealth Management held 2,722 shares of Vanguard Russell 1000 ETF worth $765K as of Q2 2025.
  • Centricity Wealth Management left its Vanguard Russell 1000 ETF share count unchanged in Q2 2025.
  • Vanguard Russell 1000 ETF made up 0.61% of Centricity Wealth Management's portfolio in Q2 2025, its #33 holding.
  • Centricity Wealth Management first reported a position in Vanguard Russell 1000 ETF in Q4 2024 and has held it in 3 quarters since.
  • 334 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.