Cornerstone Wealth Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

Cornerstone Wealth Management’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
2025 Q1	–	Sell	-1,411	Closed	-$376K	–	620
2024 Q4	$376K	Buy	+1,411	New	+$378K	0.03%	419
2024 Q1	–	Sell	-2,608	Closed	-$566K	–	543
2023 Q4	$566K	Hold	2,608	–	–	0.05%	295
2023 Q3	$508K	Hold	2,608	–	–	0.05%	305
2023 Q2	$526K	Buy	+2,608	New	+$497K	0.05%	300
2018 Q4	–	Sell	-88,044	Closed	-$755K	–	1129
2018 Q3	$755K	Sell	88,044 -6,991	-7%	-$916K	0.01%	787
2018 Q2	$759K	Buy	+95,035	New	+$11.8M	0.01%	864

Other funds holding VONE

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

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

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

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

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Cornerstone Wealth Management's VONE Position: Q1 2025 in Review

Cornerstone Wealth Management sold out of Vanguard Russell 1000 ETF (VONE) in Q1 2025, closing a stake of 1,411 shares — an estimated $376K sold.

Cornerstone Wealth Management first reported a position in VONE in Q2 2018 and held it in 6 quarters. The position peaked at $759K in Q2 2018. 314 funds tracked by Wall St. Rank hold VONE as of Q1 2025.

Cornerstone Wealth Management reported no remaining Vanguard Russell 1000 ETF position as of Q1 2025 after selling out during the quarter.
Cornerstone Wealth Management sold 1,411 Vanguard Russell 1000 ETF shares in Q1 2025, an estimated $376K.
Cornerstone Wealth Management first reported a position in Vanguard Russell 1000 ETF in Q2 2018 and held it in 6 quarters.
Cornerstone Wealth Management's Vanguard Russell 1000 ETF position peaked at $759K in Q2 2018.
314 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2025.

Based on Cornerstone Wealth Management's 13F filing for Q1 2025, filed 18 Apr 2025.