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 Q3	$196K	Hold	569	–	–	0.02%	172
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Red Cedar Investment Management Grand Rapids, Michigan $1.04B AUM 20.48% 1-Year Est. Return

Jordan Park Group San Francisco, California $2B AUM 16.09% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Flower City Capital Pittsford, New York $234M AUM 15.69% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

Financial Management Professionals's VONE Position: Q3 2026 in Review

Financial Management Professionals held its Vanguard Russell 1000 ETF (VONE) position steady in Q3 2026 at 569 shares worth $196K. The position accounts for 0.02% of the portfolio, ranked #172.

Financial Management Professionals first reported a position in VONE in Q3 2023 and has held it in 13 quarters since. The position peaked at $230K in Q4 2025. 297 funds tracked by Wall St. Rank hold VONE as of Q3 2026.

Financial Management Professionals held 569 shares of Vanguard Russell 1000 ETF worth $196K as of Q3 2026.
Financial Management Professionals left its Vanguard Russell 1000 ETF share count unchanged in Q3 2026.
Vanguard Russell 1000 ETF made up 0.02% of Financial Management Professionals's portfolio in Q3 2026, its #172 holding.
Financial Management Professionals first reported a position in Vanguard Russell 1000 ETF in Q3 2023 and has held it in 13 quarters since.
Financial Management Professionals's Vanguard Russell 1000 ETF position peaked at $230K in Q4 2025.
297 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.