CVA Family Office’s Vanguard Russell 1000 ETF VONE Stock Holding History

CVA Family Office’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	$385K	Hold	1,136	–	–	0.03%	230
2026 Q1	$335K	Hold	1,136	–	–	0.04%	231
2025 Q4	$351K	Hold	1,136	–	–	0.04%	214
2025 Q3	$343K	Hold	1,136	–	–	0.04%	215
2025 Q2	$319K	Hold	1,136	–	–	0.04%	220
2025 Q1	$288K	Buy	+1,136	New	+$304K	0.04%	219

Other funds holding VONE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

CVA Family Office's VONE Position: Q2 2026 in Review

CVA Family Office held its Vanguard Russell 1000 ETF (VONE) position steady in Q2 2026 at 1,136 shares worth $385K. The position accounts for 0.03% of the portfolio, ranked #230.

CVA Family Office first reported a position in VONE in Q1 2025 and has held it in 6 quarters since. 411 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

CVA Family Office held 1,136 shares of Vanguard Russell 1000 ETF worth $385K as of Q2 2026.
CVA Family Office left its Vanguard Russell 1000 ETF share count unchanged in Q2 2026.
Vanguard Russell 1000 ETF made up 0.03% of CVA Family Office's portfolio in Q2 2026, its #230 holding.
CVA Family Office first reported a position in Vanguard Russell 1000 ETF in Q1 2025 and has held it in 6 quarters since.
411 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.