CIA
VONE icon

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
Q2 		$1.79M Sell
5,274
-738
-12% -$242K 0.02% 755
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 $1.89T 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

Concurrent Investment Advisors's VONE Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Vanguard Russell 1000 ETF (VONE) stake by 12% in Q2 2026, selling an estimated $242K and leaving 5,274 shares worth $1.79M. The position accounts for 0.02% of the portfolio, ranked #755.

Concurrent Investment Advisors first reported a position in VONE in Q4 2025 and has held it in 3 quarters since. 411 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

  • Concurrent Investment Advisors held 5,274 shares of Vanguard Russell 1000 ETF worth $1.79M as of Q2 2026.
  • Concurrent Investment Advisors sold 738 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $242K.
  • Vanguard Russell 1000 ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #755 holding.
  • Concurrent Investment Advisors first reported a position in Vanguard Russell 1000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 411 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.