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

Circle 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
Q1 		– Sell
-945
Closed -$292K – 276
2025
Q4 		$292K Buy
+945
New +$290K ﹤0.01% 214

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Circle Wealth Management's VONE Position: Q1 2026 in Review

Circle Wealth Management sold out of Vanguard Russell 1000 ETF (VONE) in Q1 2026, closing a stake of 945 shares — an estimated $292K sold.

Circle Wealth Management first reported a position in VONE in Q4 2025 and held it in 1 quarter. The position peaked at $292K in Q4 2025. 387 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

  • Circle Wealth Management reported no remaining Vanguard Russell 1000 ETF position as of Q1 2026 after selling out during the quarter.
  • Circle Wealth Management sold 945 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $292K.
  • Circle Wealth Management first reported a position in Vanguard Russell 1000 ETF in Q4 2025 and held it in 1 quarter.
  • Circle Wealth Management's Vanguard Russell 1000 ETF position peaked at $292K in Q4 2025.
  • 387 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.