EW
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Evoke Wealth’s Vanguard Russell 1000 ETF VONE Stock Holding History

Evoke Wealth’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 		$26.6M Sell
90,192
-657
-0.7% -$203K 0.48% 37
2025
Q4 		$28.1M Buy
90,849
+269
+0.3% +$82.4K 0.52% 35
2025
Q3 		$27.4M Sell
90,580
-3,425
-4% -$998K 0.55% 35
2025
Q2 		$26.4M Sell
94,005
-2,848
-3% -$740K 0.6% 34
2025
Q1 		$24.6M Buy
96,853
+716
+0.7% +$192K 0.64% 33
2024
Q4 		$25.6M Buy
96,137
+1,339
+1% +$359K 0.71% 33
2024
Q3 		$24.7M Buy
94,798
+92,718
+4,458% +$23.2M 0.67% 31
2024
Q2 		$514K Sell
2,080
-111,843
-98% -$26.6M 0.61% 34
2024
Q1 		$27.2M Buy
113,923
+97,773
+605% +$22.2M 0.8% 30
2023
Q4 		$3.5M Sell
16,150
-88,273
-85% -$17.9M 5.68% 3
2023
Q3 		$20.3M Sell
104,423
-9,500
-8% -$1.92M 0.72% 25
2023
Q2 		$23M Sell
113,923
-8,722
-7% -$1.66M 0.8% 25
2023
Q1 		$22.9M Sell
122,645
-79,180
-39% -$14.4M 0.83% 25
2022
Q4 		$35.2M Buy
201,825
+201,717
+186,775% +$35.3M 1.27% 19
2022
Q3 		$18K Hold
108
– – ﹤0.01% 660
2022
Q2 		$19K Sell
108
-1
-0.9% -$187 ﹤0.01% 662
2022
Q1 		$23K Hold
109
– – ﹤0.01% 635
2021
Q4 		$24K Hold
109
– – ﹤0.01% 655
2021
Q3 		$21K Buy
+109
New +$22.4K ﹤0.01% 630

Other funds holding VONE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citigroup
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

Evoke Wealth's VONE Position: Q1 2026 in Review

Evoke Wealth reduced its Vanguard Russell 1000 ETF (VONE) stake by 0.72% in Q1 2026, selling an estimated $203K and leaving 90,192 shares worth $26.6M. The position accounts for 0.48% of the portfolio, ranked #37.

Evoke Wealth first reported a position in VONE in Q3 2021 and has held it in 19 quarters since. The position peaked at $35.2M in Q4 2022. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

  • Evoke Wealth held 90,192 shares of Vanguard Russell 1000 ETF worth $26.6M as of Q1 2026.
  • Evoke Wealth sold 657 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $203K.
  • Vanguard Russell 1000 ETF made up 0.48% of Evoke Wealth's portfolio in Q1 2026, its #37 holding.
  • Evoke Wealth first reported a position in Vanguard Russell 1000 ETF in Q3 2021 and has held it in 19 quarters since.
  • Evoke Wealth's Vanguard Russell 1000 ETF position peaked at $35.2M in Q4 2022.
  • 385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.