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Concurrent Investment Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

Concurrent Investment 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
Q1 		$1.77M Buy
6,012
+244
+4% +$75.2K 0.02% 660
2025
Q4 		$1.78M Buy
+5,768
New +$1.77M 0.02% 611

Other funds holding VONE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citigroup
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

Concurrent Investment Advisors's VONE Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Vanguard Russell 1000 ETF (VONE) stake by 4.2% in Q1 2026, buying an estimated $75.2K and bringing the position to 6,012 shares worth $1.77M. The position accounts for 0.02% of the portfolio, ranked #660.

Concurrent Investment Advisors first reported a position in VONE in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.78M in Q4 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

  • Concurrent Investment Advisors held 6,012 shares of Vanguard Russell 1000 ETF worth $1.77M as of Q1 2026.
  • Concurrent Investment Advisors bought 244 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $75.2K.
  • Vanguard Russell 1000 ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q1 2026, its #660 holding.
  • Concurrent Investment Advisors first reported a position in Vanguard Russell 1000 ETF in Q4 2025 and has held it in 2 quarters since.
  • Concurrent Investment Advisors's Vanguard Russell 1000 ETF position peaked at $1.78M in Q4 2025.
  • 385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.