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Clearstead Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

Clearstead Advisors’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 		$4.29M Buy
12,654
+4,420
+54% +$1.45M 0.04% 261
2026
Q1 		$2.43M Sell
8,234
-36,516
-82% -$11.3M 0.02% 325
2025
Q4 		$13.8M Sell
44,750
-142
-0.3% -$43.5K 0.17% 109
2025
Q3 		$13.6M Buy
44,892
+34,061
+314% +$9.93M 0.18% 114
2025
Q2 		$3.04M Sell
10,831
-754
-7% -$196K 0.04% 258
2025
Q1 		$2.94M Sell
11,585
-7,420
-39% -$1.99M 0.05% 247
2024
Q4 		$5.07M Buy
19,005
+25
+0.1% +$6.7K 0.08% 183
2024
Q3 		$4.94M Buy
18,980
+2,695
+17% +$675K 0.08% 184
2024
Q2 		$4.01M Buy
16,285
+65
+0.4% +$15.4K 0.07% 200
2024
Q1 		$3.84M Sell
16,220
-16,835
-51% -$3.82M 0.19% 94
2023
Q4 		$7.17M Sell
33,055
-33,055
-50% -$6.7M 0.38% 52
2023
Q3 		$12.9M Buy
66,110
+33,055
+100% +$6.69M 0.37% 58
2023
Q2 		$6.66M Buy
33,055
+5,780
+21% +$1.1M 0.4% 50
2023
Q1 		$5.08M Sell
27,275
-2,456
-8% -$447K 0.37% 59
2022
Q4 		$5.18M Buy
+29,731
New +$5.21M 0.41% 53

Other funds holding VONE

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FCC
Flower City Capital Pittsford, New York $227M AUM 23.31% 1-Year Est. Return
SHFA
Sherrill & Hutchins Financial Advisory Atlanta, Georgia $209M AUM 15.48% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
HP
Hilltop Partners Mishawaka, Indiana $412M AUM 26.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Clearstead Advisors's VONE Position: Q2 2026 in Review

Clearstead Advisors increased its Vanguard Russell 1000 ETF (VONE) stake by 54% in Q2 2026, buying an estimated $1.45M and bringing the position to 12,654 shares worth $4.29M. The position accounts for 0.04% of the portfolio, ranked #261.

Clearstead Advisors first reported a position in VONE in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.8M in Q4 2025. 239 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

  • Clearstead Advisors held 12,654 shares of Vanguard Russell 1000 ETF worth $4.29M as of Q2 2026.
  • Clearstead Advisors bought 4,420 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $1.45M.
  • Vanguard Russell 1000 ETF made up 0.04% of Clearstead Advisors's portfolio in Q2 2026, its #261 holding.
  • Clearstead Advisors first reported a position in Vanguard Russell 1000 ETF in Q4 2022 and has held it in 15 quarters since.
  • Clearstead Advisors's Vanguard Russell 1000 ETF position peaked at $13.8M in Q4 2025.
  • 239 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.