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

EP 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 Q1	$428K	Sell	1,450 -3,230	-69%	-$996K	﹤0.01%	977
2025 Q4	$1.45M	Buy	+4,680	New	+$1.43M	0.01%	520
2025 Q2	$407K	Hold	1,450	–	–	﹤0.01%	869
2025 Q1	$368K	Buy	1,450 +262	+22%	+$70.1K	﹤0.01%	823
2024 Q4	$317K	Sell	1,188 -3,230	-73%	-$866K	﹤0.01%	852
2024 Q3	$1.15M	Buy	4,418 +3,230	+272%	+$809K	0.01%	464
2024 Q2	$292K	Hold	1,188	–	–	﹤0.01%	661
2024 Q1	$283K	Hold	1,188	–	–	﹤0.01%	645
2023 Q4	$258K	Hold	1,188	–	–	﹤0.01%	665
2023 Q3	$231K	Sell	1,188 -49,946	-98%	-$10.1M	﹤0.01%	622
2023 Q2	$239K	Sell	51,134 -380,298	-88%	-$72.5M	﹤0.01%	613
2023 Q1	$57.8M	Buy	431,432 +430,142	+33,344%	+$78.3M	0.99%	20
2022 Q4	$225K	Buy	+1,290	New	+$226K	﹤0.01%	524
2022 Q3	–	Sell	-1,290	Closed	-$222K	–	639
2022 Q2	$222K	Hold	1,290	–	–	0.01%	549
2022 Q1	$267K	Hold	1,290	–	–	0.01%	512
2021 Q4	$282K	Hold	1,290	–	–	0.01%	472
2021 Q3	$258K	Buy	+1,290	New	+$265K	0.01%	463

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

EP Wealth Advisors's VONE Position: Q1 2026 in Review

EP Wealth Advisors reduced its Vanguard Russell 1000 ETF (VONE) stake by 69% in Q1 2026, selling an estimated $996K and leaving 1,450 shares worth $428K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

EP Wealth Advisors first reported a position in VONE in Q3 2021 and has held it in 17 quarters since. The position peaked at $57.8M in Q1 2023. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

EP Wealth Advisors held 1,450 shares of Vanguard Russell 1000 ETF worth $428K as of Q1 2026.
EP Wealth Advisors sold 3,230 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $996K.
Vanguard Russell 1000 ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #977 holding.
EP Wealth Advisors first reported a position in Vanguard Russell 1000 ETF in Q3 2021 and has held it in 17 quarters since.
EP Wealth Advisors's Vanguard Russell 1000 ETF position peaked at $57.8M in Q1 2023.
385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.