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

CMH 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 		$5.17M Sell
15,258
-106
-0.7% -$34.8K 0.79% 45
2026
Q1 		$4.53M Buy
15,364
+311
+2% +$95.9K 0.78% 44
2025
Q4 		$4.65M Buy
15,053
+328
+2% +$101K 1% 37
2025
Q3 		$4.45M Sell
14,725
-215
-1% -$62.7K 0.95% 41
2025
Q2 		$4.2M Sell
14,940
-479
-3% -$124K 0.98% 42
2025
Q1 		$3.91M Sell
15,419
-265
-2% -$70.9K 0.98% 39
2024
Q4 		$4.18M Sell
15,684
-1,832
-10% -$491K 0.96% 40
2024
Q3 		$4.56M Buy
17,516
+161
+0.9% +$40.3K 1.07% 41
2024
Q2 		$4.28M Sell
17,355
-65
-0.4% -$15.4K 1.05% 39
2024
Q1 		$4.15M Sell
17,420
-353
-2% -$80K 1.05% 40
2023
Q4 		$3.86M Buy
17,773
+916
+5% +$186K 0.93% 39
2023
Q3 		$3.28M Sell
16,857
-115
-0.7% -$23.3K 0.92% 38
2023
Q2 		$3.42M Buy
+16,972
New +$3.24M 0.92% 39

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
Stifel Financial
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

CMH Wealth Management reduced its Vanguard Russell 1000 ETF (VONE) stake by 0.69% in Q2 2026, selling an estimated $34.8K and leaving 15,258 shares worth $5.17M. The position accounts for 0.79% of the portfolio, ranked #45.

CMH Wealth Management first reported a position in VONE in Q2 2023 and has held it in 13 quarters since. 409 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

  • CMH Wealth Management held 15,258 shares of Vanguard Russell 1000 ETF worth $5.17M as of Q2 2026.
  • CMH Wealth Management sold 106 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $34.8K.
  • Vanguard Russell 1000 ETF made up 0.79% of CMH Wealth Management's portfolio in Q2 2026, its #45 holding.
  • CMH Wealth Management first reported a position in Vanguard Russell 1000 ETF in Q2 2023 and has held it in 13 quarters since.
  • 409 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.