EWM
VONE icon

Endowment Wealth Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

Endowment Wealth Management’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
2025
Q4 		– Sell
-9,747
Closed -$2.95M – 167
2025
Q3 		$2.95M Buy
9,747
+37
+0.4% +$10.8K 1.34% 21
2025
Q2 		$2.73M Buy
9,710
+251
+3% +$65.2K 1.41% 17
2025
Q1 		$2.4M Sell
9,459
-511
-5% -$137K 1.55% 15
2024
Q4 		$2.66M Buy
9,970
+47
+0.5% +$12.6K 1.79% 14
2024
Q3 		$2.58M Buy
9,923
+103
+1% +$25.8K 1.7% 15
2024
Q2 		$2.42M Sell
9,820
-1,148
-10% -$273K 1.76% 14
2024
Q1 		$2.61M Buy
10,968
+1,717
+19% +$389K 1.96% 12
2023
Q4 		$2.01M Buy
9,251
+66
+0.7% +$13.4K 1.67% 17
2023
Q3 		$1.79M Buy
9,185
+1,013
+12% +$205K 1.61% 16
2023
Q2 		$1.65M Buy
8,172
+370
+5% +$70.5K 1.51% 15
2023
Q1 		$1.45M Buy
7,802
+554
+8% +$101K 1.46% 17
2022
Q4 		$1.26M Buy
7,248
+63
+0.9% +$11K 1.39% 18
2022
Q3 		$1.17M Sell
7,185
-243
-3% -$44.1K 1.42% 16
2022
Q2 		$1.28M Buy
7,428
+134
+2% +$25.1K 1.54% 14
2022
Q1 		$1.51M Buy
7,294
+29
+0.4% +$5.92K 1.59% 13
2021
Q4 		$1.59M Buy
+7,265
New +$1.55M 1.61% 14

Other funds holding VONE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Citigroup
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

Endowment Wealth Management's VONE Position: Q4 2025 in Review

Endowment Wealth Management sold out of Vanguard Russell 1000 ETF (VONE) in Q4 2025, closing a stake of 9,747 shares — an estimated $2.95M sold.

Endowment Wealth Management first reported a position in VONE in Q4 2021 and held it in 16 quarters. The position peaked at $2.95M in Q3 2025. 377 funds tracked by Wall St. Rank hold VONE as of Q4 2025.

  • Endowment Wealth Management reported no remaining Vanguard Russell 1000 ETF position as of Q4 2025 after selling out during the quarter.
  • Endowment Wealth Management sold 9,747 Vanguard Russell 1000 ETF shares in Q4 2025, an estimated $2.95M.
  • Endowment Wealth Management first reported a position in Vanguard Russell 1000 ETF in Q4 2021 and held it in 16 quarters.
  • Endowment Wealth Management's Vanguard Russell 1000 ETF position peaked at $2.95M in Q3 2025.
  • 377 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q4 2025.

Based on Endowment Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.