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

Cherrydale 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
2026 Q2	$25.6M	Buy	75,506 +2,413	+3%	+$791K	6.69%	5
2026 Q1	$21.6M	Buy	73,093 +6,054	+9%	+$1.87M	6.66%	5
2025 Q4	$20.7M	Buy	67,039 +5,513	+9%	+$1.69M	6.29%	5
2025 Q3	$18.6M	Buy	61,526 +3,617	+6%	+$1.05M	5.84%	5
2025 Q2	$16.3M	Sell	57,909 -6,989	-11%	-$1.82M	5.66%	5
2025 Q1	$16.5M	Buy	64,898 +2,492	+4%	+$667K	6.51%	4
2024 Q4	$16.6M	Buy	62,406 +25,438	+69%	+$6.82M	6.44%	4
2024 Q3	$9.61M	Buy	36,968 +5,981	+19%	+$1.5M	3.93%	8
2024 Q2	$7.63M	Buy	30,987 +3,871	+14%	+$920K	3.34%	8
2024 Q1	$6.46M	Buy	27,116 +10,810	+66%	+$2.45M	3.02%	8
2023 Q4	$3.54M	Buy	16,306 +2,527	+18%	+$512K	1.85%	10
2023 Q3	$2.68M	Buy	13,779 +6,454	+88%	+$1.31M	1.6%	11
2023 Q2	$1.48M	Buy	7,325 +1,528	+26%	+$291K	1.03%	13
2023 Q1	$1.08M	Buy	5,797 +3,176	+121%	+$578K	0.82%	13
2022 Q4	$457K	Buy	+2,621	New	+$459K	0.38%	19

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

Cherrydale Wealth Management's VONE Position: Q2 2026 in Review

Cherrydale Wealth Management increased its Vanguard Russell 1000 ETF (VONE) stake by 3.3% in Q2 2026, buying an estimated $791K and bringing the position to 75,506 shares worth $25.6M. The position accounts for 6.69% of the portfolio, ranked #5.

Cherrydale Wealth Management first reported a position in VONE in Q4 2022 and has held it in 15 quarters since. 405 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

Cherrydale Wealth Management held 75,506 shares of Vanguard Russell 1000 ETF worth $25.6M as of Q2 2026.
Cherrydale Wealth Management bought 2,413 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $791K.
Vanguard Russell 1000 ETF made up 6.69% of Cherrydale Wealth Management's portfolio in Q2 2026, its #5 holding.
Cherrydale Wealth Management first reported a position in Vanguard Russell 1000 ETF in Q4 2022 and has held it in 15 quarters since.
405 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Cherrydale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.