Cyndeo Wealth Partners’s Vanguard Russell 1000 ETF VONE Stock Holding History

Cyndeo Wealth Partners’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	$321K	Hold	1,087	–	–	0.02%	396
2025 Q4	$336K	Hold	1,087	–	–	0.02%	384
2025 Q3	$329K	Hold	1,087	–	–	0.02%	372
2025 Q2	$305K	Hold	1,087	–	–	0.02%	379
2025 Q1	$276K	Hold	1,087	–	–	0.02%	381
2024 Q4	$290K	Hold	1,087	–	–	0.02%	367
2024 Q3	$283K	Hold	1,087	–	–	0.02%	379
2024 Q2	$267K	Hold	1,087	–	–	0.02%	346
2024 Q1	$259K	Hold	1,087	–	–	0.02%	340
2023 Q4	$236K	Hold	1,087	–	–	0.02%	334
2023 Q3	$212K	Hold	1,087	–	–	0.02%	318
2023 Q2	$219K	Sell	1,087 -1,575	-59%	-$300K	0.02%	304
2023 Q1	$496K	Sell	2,662 -4,460	-63%	-$812K	0.05%	219
2022 Q4	$1.24M	Buy	+7,122	New	+$1.25M	0.15%	152

Other funds holding VONE

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

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

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

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

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

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

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

Cyndeo Wealth Partners's VONE Position: Q1 2026 in Review

Cyndeo Wealth Partners held its Vanguard Russell 1000 ETF (VONE) position steady in Q1 2026 at 1,087 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #396.

Cyndeo Wealth Partners first reported a position in VONE in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.24M in Q4 2022. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

Cyndeo Wealth Partners held 1,087 shares of Vanguard Russell 1000 ETF worth $321K as of Q1 2026.
Cyndeo Wealth Partners left its Vanguard Russell 1000 ETF share count unchanged in Q1 2026.
Vanguard Russell 1000 ETF made up 0.02% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #396 holding.
Cyndeo Wealth Partners first reported a position in Vanguard Russell 1000 ETF in Q4 2022 and has held it in 14 quarters since.
Cyndeo Wealth Partners's Vanguard Russell 1000 ETF position peaked at $1.24M in Q4 2022.
385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.