Emergent Wealth Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

Emergent Wealth Advisors’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	$293K	Hold	865	–	–	0.15%	101
2026 Q1	$255K	Hold	865	–	–	0.15%	108
2025 Q4	$267K	Hold	865	–	–	0.15%	106
2025 Q3	$262K	Hold	865	–	–	0.15%	98
2025 Q2	$243K	Hold	865	–	–	0.16%	98
2025 Q1	$220K	Hold	865	–	–	0.16%	96
2024 Q4	$231K	Hold	865	–	–	0.17%	97
2024 Q3	$225K	Hold	865	–	–	0.17%	98
2024 Q2	$213K	Hold	865	–	–	0.17%	97
2024 Q1	$206K	Buy	+865	New	+$196K	0.18%	98

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

Emergent Wealth Advisors's VONE Position: Q2 2026 in Review

Emergent Wealth Advisors held its Vanguard Russell 1000 ETF (VONE) position steady in Q2 2026 at 865 shares worth $293K. The position accounts for 0.15% of the portfolio, ranked #101.

Emergent Wealth Advisors first reported a position in VONE in Q1 2024 and has held it in 10 quarters since. 411 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

Emergent Wealth Advisors held 865 shares of Vanguard Russell 1000 ETF worth $293K as of Q2 2026.
Emergent Wealth Advisors left its Vanguard Russell 1000 ETF share count unchanged in Q2 2026.
Vanguard Russell 1000 ETF made up 0.15% of Emergent Wealth Advisors's portfolio in Q2 2026, its #101 holding.
Emergent Wealth Advisors first reported a position in Vanguard Russell 1000 ETF in Q1 2024 and has held it in 10 quarters since.
411 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.