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

Daymark 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	$991K	Hold	3,358	–	–	0.03%	300
2025 Q4	$1.04M	Hold	3,358	–	–	0.03%	279
2025 Q3	$1.02M	Hold	3,358	–	–	0.03%	282
2025 Q2	$943K	Hold	3,358	–	–	0.04%	270
2025 Q1	$853K	Hold	3,358	–	–	0.04%	262
2024 Q4	$896K	Hold	3,358	–	–	0.04%	251
2024 Q3	$873K	Hold	3,358	–	–	0.04%	264
2024 Q2	$826K	Hold	3,358	–	–	0.04%	262
2024 Q1	$800K	Buy	+3,358	New	+$761K	0.04%	220

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

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

Daymark Wealth Partners held its Vanguard Russell 1000 ETF (VONE) position steady in Q1 2026 at 3,358 shares worth $991K. The position accounts for 0.03% of the portfolio, ranked #300.

Daymark Wealth Partners first reported a position in VONE in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.04M in Q4 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

Daymark Wealth Partners held 3,358 shares of Vanguard Russell 1000 ETF worth $991K as of Q1 2026.
Daymark Wealth Partners left its Vanguard Russell 1000 ETF share count unchanged in Q1 2026.
Vanguard Russell 1000 ETF made up 0.03% of Daymark Wealth Partners's portfolio in Q1 2026, its #300 holding.
Daymark Wealth Partners first reported a position in Vanguard Russell 1000 ETF in Q1 2024 and has held it in 9 quarters since.
Daymark Wealth Partners's Vanguard Russell 1000 ETF position peaked at $1.04M in Q4 2025.
385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.