EWP
VONE icon

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

Elevation 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
Q2 		$20.6K Hold
61
– – 0.01% 583
2026
Q1 		$17.9K Buy
61
+1
+2% +$308 0.01% 405
2025
Q4 		$18.7K Hold
60
– – 0.01% 388
2025
Q3 		$18.2K Hold
60
– – 0.01% 339
2025
Q2 		$16.9K Hold
60
– – 0.01% 331
2025
Q1 		$15.2K Hold
60
– – 0.01% 337
2024
Q4 		$15.9K Hold
60
– – 0.01% 329
2024
Q3 		$15.5K Buy
60
+1
+2% +$250 0.01% 320
2024
Q2 		$14.6K Hold
59
– – 0.01% 317
2024
Q1 		$14.1K Buy
+59
New +$13.4K 0.01% 328

Other funds holding VONE

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FCC
Flower City Capital Pittsford, New York $227M AUM 23.31% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
CWM
Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
FCMC
Founders Capital Management (Connecticut) East Hartford, Connecticut $670M AUM 28.54% 1-Year Est. Return
OCWP
Owl Creek Wealth Partners Denver, Colorado $342M AUM
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

Elevation Wealth Partners's VONE Position: Q2 2026 in Review

Elevation Wealth Partners held its Vanguard Russell 1000 ETF (VONE) position steady in Q2 2026 at 61 shares worth $20.6K. The position accounts for 0.01% of the portfolio, ranked #583.

Elevation Wealth Partners first reported a position in VONE in Q1 2024 and has held it in 10 quarters since. 67 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

  • Elevation Wealth Partners held 61 shares of Vanguard Russell 1000 ETF worth $20.6K as of Q2 2026.
  • Elevation Wealth Partners left its Vanguard Russell 1000 ETF share count unchanged in Q2 2026.
  • Vanguard Russell 1000 ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #583 holding.
  • Elevation Wealth Partners first reported a position in Vanguard Russell 1000 ETF in Q1 2024 and has held it in 10 quarters since.
  • 67 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.