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Formulate Financial’s Vanguard Russell 1000 ETF VONE Stock Holding History

Formulate Financial’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 		$2.46M Hold
7,262
– – 2.59% 9
2026
Q1 		$2.14M Hold
7,262
– – 2.65% 10
2025
Q4 		$2.24M Hold
7,262
– – 2.63% 10
2025
Q3 		$2.2M Buy
+7,262
New +$2.12M 2.72% 10

Other funds holding VONE

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FCC
Flower City Capital Pittsford, New York $227M AUM 23.31% 1-Year Est. Return
SHFA
Sherrill & Hutchins Financial Advisory Atlanta, Georgia $209M AUM 15.48% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
HP
Hilltop Partners Mishawaka, Indiana $412M AUM 26.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Formulate Financial's VONE Position: Q2 2026 in Review

Formulate Financial held its Vanguard Russell 1000 ETF (VONE) position steady in Q2 2026 at 7,262 shares worth $2.46M. The position accounts for 2.59% of the portfolio, ranked #9.

Formulate Financial first reported a position in VONE in Q3 2025 and has held it in 4 quarters since. 239 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

  • Formulate Financial held 7,262 shares of Vanguard Russell 1000 ETF worth $2.46M as of Q2 2026.
  • Formulate Financial left its Vanguard Russell 1000 ETF share count unchanged in Q2 2026.
  • Vanguard Russell 1000 ETF made up 2.59% of Formulate Financial's portfolio in Q2 2026, its #9 holding.
  • Formulate Financial first reported a position in Vanguard Russell 1000 ETF in Q3 2025 and has held it in 4 quarters since.
  • 239 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Formulate Financial's 13F filing for Q2 2026, filed 31 Jul 2026.