CHA
VONE icon

Cooper/Haims Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

Cooper/Haims 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 		$379K Hold
1,285
– – 0.18% 58
2025
Q4 		$397K Buy
+1,285
New +$394K 0.18% 59

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

Cooper/Haims Advisors's VONE Position: Q1 2026 in Review

Cooper/Haims Advisors held its Vanguard Russell 1000 ETF (VONE) position steady in Q1 2026 at 1,285 shares worth $379K. The position accounts for 0.18% of the portfolio, ranked #58.

Cooper/Haims Advisors first reported a position in VONE in Q4 2025 and has held it in 2 quarters since. The position peaked at $397K in Q4 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

  • Cooper/Haims Advisors held 1,285 shares of Vanguard Russell 1000 ETF worth $379K as of Q1 2026.
  • Cooper/Haims Advisors left its Vanguard Russell 1000 ETF share count unchanged in Q1 2026.
  • Vanguard Russell 1000 ETF made up 0.18% of Cooper/Haims Advisors's portfolio in Q1 2026, its #58 holding.
  • Cooper/Haims Advisors first reported a position in Vanguard Russell 1000 ETF in Q4 2025 and has held it in 2 quarters since.
  • Cooper/Haims Advisors's Vanguard Russell 1000 ETF position peaked at $397K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Cooper/Haims Advisors's 13F filing for Q1 2026, filed 12 May 2026.