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 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

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

Delap Wealth Advisory's VONE Position: Q1 2026 in Review

Delap Wealth Advisory held its Vanguard Russell 1000 ETF (VONE) position steady in Q1 2026 at 1,130 shares worth $333K. The position accounts for 0.13% of the portfolio, ranked #73.

Delap Wealth Advisory first reported a position in VONE in Q4 2022 and has held it in 14 quarters since. The position peaked at $490K in Q4 2023. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

Delap Wealth Advisory held 1,130 shares of Vanguard Russell 1000 ETF worth $333K as of Q1 2026.
Delap Wealth Advisory left its Vanguard Russell 1000 ETF share count unchanged in Q1 2026.
Vanguard Russell 1000 ETF made up 0.13% of Delap Wealth Advisory's portfolio in Q1 2026, its #73 holding.
Delap Wealth Advisory first reported a position in Vanguard Russell 1000 ETF in Q4 2022 and has held it in 14 quarters since.
Delap Wealth Advisory's Vanguard Russell 1000 ETF position peaked at $490K in Q4 2023.
385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.