Cerity Partners
VONE icon

Cerity Partners’s Vanguard Russell 1000 ETF VONE Stock Holding History

Cerity Partners’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 		$97.4M Sell
287,674
-2,480
-0.9% -$813K 0.12% 160
2026
Q1 		$85.6M Buy
290,154
+125,180
+76% +$38.6M 0.12% 157
2025
Q4 		$51M Sell
164,974
-899
-0.5% -$276K 0.07% 230
2025
Q3 		$50.2M Sell
165,873
-20,155
-11% -$5.87M 0.08% 207
2025
Q2 		$52.2M Sell
186,028
-23,065
-11% -$5.99M 0.09% 190
2025
Q1 		$53.1M Buy
209,093
+5
+0% +$1.34K 0.11% 179
2024
Q4 		$55.7M Sell
209,088
-39,564
-16% -$10.6M 0.12% 156
2024
Q3 		$64.7M Buy
248,652
+1,920
+0.8% +$481K 0.14% 152
2024
Q2 		$60.7M Sell
246,732
-526
-0.2% -$125K 0.16% 136
2024
Q1 		$58.9M Sell
247,258
-65,088
-21% -$14.8M 0.16% 136
2023
Q4 		$67.8M Buy
312,346
+6,410
+2% +$1.3M 0.22% 105
2023
Q3 		$59.6M Sell
305,936
-36,178
-11% -$7.32M 0.29% 94
2023
Q2 		$69M Sell
342,114
-5,780
-2% -$1.1M 0.27% 87
2023
Q1 		$64.8M Buy
347,894
+519
+0.1% +$94.5K 0.15% 105
2022
Q4 		$60.5M Buy
347,375
+35,625
+11% +$6.24M 0.39% 62
2022
Q3 		$50.9M Buy
311,750
+3,970
+1% +$720K 0.61% 28
2022
Q2 		$52.9M Buy
307,780
+110,966
+56% +$20.8M 0.58% 30
2022
Q1 		$40.8M Buy
196,814
+25,133
+15% +$5.13M 0.63% 32
2021
Q4 		$37.6M Buy
+171,681
New +$36.6M 0.57% 33

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

Cerity Partners's VONE Position: Q2 2026 in Review

Cerity Partners reduced its Vanguard Russell 1000 ETF (VONE) stake by 0.85% in Q2 2026, selling an estimated $813K and leaving 287,674 shares worth $97.4M. The position accounts for 0.12% of the portfolio, ranked #160.

Cerity Partners first reported a position in VONE in Q4 2021 and has held it in 19 quarters since. 409 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

  • Cerity Partners held 287,674 shares of Vanguard Russell 1000 ETF worth $97.4M as of Q2 2026.
  • Cerity Partners sold 2,480 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $813K.
  • Vanguard Russell 1000 ETF made up 0.12% of Cerity Partners's portfolio in Q2 2026, its #160 holding.
  • Cerity Partners first reported a position in Vanguard Russell 1000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 409 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.