Certuity’s Vanguard Russell 1000 ETF VONE Stock Holding History

Certuity’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	$916K	Buy	3,103 +10	+0.3%	+$3.08K	0.06%	174
2025 Q4	$956K	Buy	3,093 +8	+0.3%	+$2.45K	0.06%	172
2025 Q3	$933K	Buy	3,085 +9	+0.3%	+$2.62K	0.06%	166
2025 Q2	$864K	Buy	3,076 +18	+0.6%	+$4.68K	0.08%	135
2025 Q1	$772K	Hold	3,058	–	–	0.08%	144
2024 Q4	$816K	Buy	3,058 +19	+0.6%	+$5.09K	0.09%	129
2024 Q3	$790K	Buy	3,039 +10	+0.3%	+$2.5K	0.09%	147
2024 Q2	$745K	Buy	3,029 +646	+27%	+$154K	0.06%	149
2024 Q1	$568K	Buy	2,383 +17	+0.7%	+$3.85K	0.05%	168
2023 Q4	$513K	Buy	+2,366	New	+$479K	0.05%	177

Other funds holding VONE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Certuity's VONE Position: Q1 2026 in Review

Certuity increased its Vanguard Russell 1000 ETF (VONE) stake by 0.32% in Q1 2026, buying an estimated $3.08K and bringing the position to 3,103 shares worth $916K. The position accounts for 0.06% of the portfolio, ranked #174.

Certuity first reported a position in VONE in Q4 2023 and has held it in 10 quarters since. The position peaked at $956K in Q4 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

Certuity held 3,103 shares of Vanguard Russell 1000 ETF worth $916K as of Q1 2026.
Certuity bought 10 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $3.08K.
Vanguard Russell 1000 ETF made up 0.06% of Certuity's portfolio in Q1 2026, its #174 holding.
Certuity first reported a position in Vanguard Russell 1000 ETF in Q4 2023 and has held it in 10 quarters since.
Certuity's Vanguard Russell 1000 ETF position peaked at $956K in Q4 2025.
385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Certuity's 13F filing for Q1 2026, filed 11 May 2026.