Ethos Financial Group’s Vanguard Russell 1000 ETF VONE Stock Holding History

Ethos Financial Group’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	$805K	Sell	2,728 -28	-1%	-$8.63K	0.06%	236
2025 Q4	$852K	Hold	2,756	–	–	0.06%	217
2025 Q3	$833K	Sell	2,756 -25	-0.9%	-$7.29K	0.07%	199
2025 Q2	$781K	Sell	2,781 -1,375	-33%	-$357K	0.07%	200
2025 Q1	$1.11M	Hold	4,156	–	–	0.11%	153
2024 Q4	$1.11M	Sell	4,156 -632	-13%	-$169K	0.14%	102
2024 Q3	$1.25M	Sell	4,788 -88	-2%	-$22K	0.21%	72
2024 Q2	$1.2M	Hold	4,876	–	–	0.21%	72
2024 Q1	$1.16M	Sell	4,876 -713	-13%	-$162K	0.22%	70
2023 Q4	$1.21M	Buy	5,589 +2,945	+111%	+$597K	0.26%	66
2023 Q3	$515K	Hold	2,644	–	–	0.13%	93
2023 Q2	$493K	Hold	2,644	–	–	0.17%	71
2023 Q1	$493K	Hold	2,644	–	–	0.15%	84
2022 Q4	$461K	Buy	+2,644	New	+$463K	0.16%	79

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

Ethos Financial Group's VONE Position: Q1 2026 in Review

Ethos Financial Group reduced its Vanguard Russell 1000 ETF (VONE) stake by 1% in Q1 2026, selling an estimated $8.63K and leaving 2,728 shares worth $805K. The position accounts for 0.06% of the portfolio, ranked #236.

Ethos Financial Group first reported a position in VONE in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.25M in Q3 2024. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

Ethos Financial Group held 2,728 shares of Vanguard Russell 1000 ETF worth $805K as of Q1 2026.
Ethos Financial Group sold 28 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $8.63K.
Vanguard Russell 1000 ETF made up 0.06% of Ethos Financial Group's portfolio in Q1 2026, its #236 holding.
Ethos Financial Group first reported a position in Vanguard Russell 1000 ETF in Q4 2022 and has held it in 14 quarters since.
Ethos Financial Group's Vanguard Russell 1000 ETF position peaked at $1.25M in Q3 2024.
385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.