CWM
VONE icon

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

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FCC
Flower City Capital Pittsford, New York $227M AUM 23.31% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
CWM
Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 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. 53 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.
  • 53 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.