Delap Wealth Advisory’s Vanguard Russell 1000 ETF VONE Stock Holding History

Delap Wealth Advisory’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 Q3	$389K	Hold	1,130	–	–	0.13%	63
2026 Q2	$383K	Hold	1,130	–	–	0.13%	68
2026 Q1	$333K	Hold	1,130	–	–	0.13%	73
2025 Q4	$349K	Hold	1,130	–	–	0.13%	74
2025 Q3	$343K	Hold	1,130	–	–	0.14%	64
2025 Q2	$317K	Hold	1,130	–	–	0.15%	63
2025 Q1	$287K	Hold	1,130	–	–	0.16%	62
2024 Q4	$301K	Hold	1,130	–	–	0.18%	60
2024 Q3	$294K	Hold	1,130	–	–	0.19%	47
2024 Q2	$278K	Hold	1,130	–	–	0.13%	82
2024 Q1	$269K	Sell	1,130 -1,130	-50%	-$256K	0.11%	174
2023 Q4	$490K	Buy	2,260 +668	+42%	+$135K	0.22%	53
2023 Q3	$310K	Hold	1,592	–	–	0.3%	38
2023 Q2	$321K	Sell	1,592 -684	-30%	-$130K	0.31%	33
2023 Q1	$424K	Hold	2,276	–	–	0.43%	32
2022 Q4	$397K	Buy	+2,276	New	+$399K	0.41%	43

Other funds holding VONE

Red Cedar Investment Management Grand Rapids, Michigan $1.04B AUM 20.48% 1-Year Est. Return

Jordan Park Group San Francisco, California $2B AUM 16.09% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Flower City Capital Pittsford, New York $234M AUM 15.69% 1-Year Est. Return

Sherrill & Hutchins Financial Advisory Atlanta, Georgia $207M AUM 7.48% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Delap Wealth Advisory's VONE Position: Q3 2026 in Review

Delap Wealth Advisory held its Vanguard Russell 1000 ETF (VONE) position steady in Q3 2026 at 1,130 shares worth $389K. The position accounts for 0.13% of the portfolio, ranked #63.

Delap Wealth Advisory first reported a position in VONE in Q4 2022 and has held it in 16 quarters since. The position peaked at $490K in Q4 2023. 230 funds tracked by Wall St. Rank hold VONE as of Q3 2026.

Delap Wealth Advisory held 1,130 shares of Vanguard Russell 1000 ETF worth $389K as of Q3 2026.
Delap Wealth Advisory left its Vanguard Russell 1000 ETF share count unchanged in Q3 2026.
Vanguard Russell 1000 ETF made up 0.13% of Delap Wealth Advisory's portfolio in Q3 2026, its #63 holding.
Delap Wealth Advisory first reported a position in Vanguard Russell 1000 ETF in Q4 2022 and has held it in 16 quarters since.
Delap Wealth Advisory's Vanguard Russell 1000 ETF position peaked at $490K in Q4 2023.
230 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.