CWM
VONE icon

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 $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citigroup
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

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. 385 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.
  • 385 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.