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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.97B AUM 23.87% 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. 410 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.
410 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.