Colter Lewis Investment Partners’s Vanguard Russell 1000 ETF VONE Stock Holding History

Colter Lewis Investment Partners’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	$62.9M	Buy	+185,576	New	+$60.8M	27.94%	1

Other funds holding VONE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Colter Lewis Investment Partners's VONE Position: Q2 2026 in Review

Colter Lewis Investment Partners opened a new position in Vanguard Russell 1000 ETF (VONE) in Q2 2026: 185,576 shares worth $62.9M. The stake represents 27.94% of the portfolio and ranks #1 among its holdings.

407 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

Colter Lewis Investment Partners held 185,576 shares of Vanguard Russell 1000 ETF worth $62.9M as of Q2 2026.
Vanguard Russell 1000 ETF was a new Colter Lewis Investment Partners position in Q2 2026.
Vanguard Russell 1000 ETF made up 27.94% of Colter Lewis Investment Partners's portfolio in Q2 2026, its #1 holding.
407 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Colter Lewis Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.