Envestnet Portfolio Solutions’s Vanguard Russell 1000 ETF VONE Stock Holding History

Envestnet Portfolio Solutions’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	$2.98M	Buy	10,103 +1,312	+15%	+$405K	0.02%	380
2025 Q4	$2.72M	Buy	8,791 +450	+5%	+$138K	0.01%	483
2025 Q3	$2.52M	Sell	8,341 -3,430	-29%	-$1,000K	0.01%	479
2025 Q2	$3.31M	Sell	11,771 -2,124	-15%	-$552K	0.01%	446
2025 Q1	$3.53M	Sell	13,895 -233	-2%	-$62.4K	0.01%	447
2024 Q4	$3.77M	Sell	14,128 -1,697	-11%	-$455K	0.01%	469
2024 Q3	$4.12M	Buy	15,825 +578	+4%	+$145K	0.01%	442
2024 Q2	$3.75M	Sell	15,247 -108	-0.7%	-$25.7K	0.01%	447
2024 Q1	$3.66M	Buy	15,355 +1,114	+8%	+$253K	0.01%	467
2023 Q4	$3.09M	Buy	14,241 +96	+0.7%	+$19.4K	0.01%	470
2023 Q3	$2.75M	Buy	+14,145	New	+$2.86M	0.01%	457

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

Envestnet Portfolio Solutions's VONE Position: Q1 2026 in Review

Envestnet Portfolio Solutions increased its Vanguard Russell 1000 ETF (VONE) stake by 15% in Q1 2026, buying an estimated $405K and bringing the position to 10,103 shares worth $2.98M. The position accounts for 0.02% of the portfolio, ranked #380.

Envestnet Portfolio Solutions first reported a position in VONE in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.12M in Q3 2024. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

Envestnet Portfolio Solutions held 10,103 shares of Vanguard Russell 1000 ETF worth $2.98M as of Q1 2026.
Envestnet Portfolio Solutions bought 1,312 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $405K.
Vanguard Russell 1000 ETF made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #380 holding.
Envestnet Portfolio Solutions first reported a position in Vanguard Russell 1000 ETF in Q3 2023 and has held it in 11 quarters since.
Envestnet Portfolio Solutions's Vanguard Russell 1000 ETF position peaked at $4.12M in Q3 2024.
385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.