Financial Management Professionals’s Vanguard Russell 1000 ETF VONE Stock Holding History

Financial Management Professionals’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 Q2	$193K	Sell	569 -60	-10%	-$19.7K	0.02%	176
2026 Q1	$186K	Sell	629 -114	-15%	-$35.2K	0.02%	156
2025 Q4	$230K	Hold	743	–	–	0.02%	150
2025 Q3	$225K	Hold	743	–	–	0.02%	149
2025 Q2	$209K	Hold	743	–	–	0.02%	147
2025 Q1	$189K	Hold	743	–	–	0.02%	141
2024 Q4	$198K	Hold	743	–	–	0.03%	142
2024 Q3	$193K	Hold	743	–	–	0.02%	145
2024 Q2	$183K	Sell	743 -121	-14%	-$28.8K	0.03%	147
2024 Q1	$206K	Hold	864	–	–	0.03%	145
2023 Q4	$187K	Sell	864 -110	-11%	-$22.3K	0.03%	137
2023 Q3	$190K	Buy	+974	New	+$197K	0.03%	125

Other funds holding VONE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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 New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Financial Management Professionals's VONE Position: Q2 2026 in Review

Financial Management Professionals reduced its Vanguard Russell 1000 ETF (VONE) stake by 9.5% in Q2 2026, selling an estimated $19.7K and leaving 569 shares worth $193K. The position accounts for 0.02% of the portfolio, ranked #176.

Financial Management Professionals first reported a position in VONE in Q3 2023 and has held it in 12 quarters since. The position peaked at $230K in Q4 2025. 409 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

Financial Management Professionals held 569 shares of Vanguard Russell 1000 ETF worth $193K as of Q2 2026.
Financial Management Professionals sold 60 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $19.7K.
Vanguard Russell 1000 ETF made up 0.02% of Financial Management Professionals's portfolio in Q2 2026, its #176 holding.
Financial Management Professionals first reported a position in Vanguard Russell 1000 ETF in Q3 2023 and has held it in 12 quarters since.
Financial Management Professionals's Vanguard Russell 1000 ETF position peaked at $230K in Q4 2025.
409 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.