Comprehensive Financial Planning’s Vanguard Russell 1000 ETF VONE Stock Holding History

Comprehensive Financial Planning’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	$15.1K	Hold	51	–	–	0.01%	237
2025 Q4	$15.8K	Hold	51	–	–	0.01%	225
2025 Q3	$15.4K	Hold	51	–	–	0.01%	219
2025 Q2	$14.3K	Hold	51	–	–	0.01%	210
2025 Q1	$12.9K	Hold	51	–	–	0.01%	198
2024 Q4	$13.6K	Buy	+51	New	+$13.7K	0.01%	224

Other funds holding VONE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Comprehensive Financial Planning's VONE Position: Q1 2026 in Review

Comprehensive Financial Planning held its Vanguard Russell 1000 ETF (VONE) position steady in Q1 2026 at 51 shares worth $15.1K. The position accounts for 0.01% of the portfolio, ranked #237.

Comprehensive Financial Planning first reported a position in VONE in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.8K in Q4 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

Comprehensive Financial Planning held 51 shares of Vanguard Russell 1000 ETF worth $15.1K as of Q1 2026.
Comprehensive Financial Planning left its Vanguard Russell 1000 ETF share count unchanged in Q1 2026.
Vanguard Russell 1000 ETF made up 0.01% of Comprehensive Financial Planning's portfolio in Q1 2026, its #237 holding.
Comprehensive Financial Planning first reported a position in Vanguard Russell 1000 ETF in Q4 2024 and has held it in 6 quarters since.
Comprehensive Financial Planning's Vanguard Russell 1000 ETF position peaked at $15.8K in Q4 2025.
385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.