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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
Q3 		$2.5M Hold
7,262
– – 2.6% 10
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Red Cedar Investment Management
Red Cedar Investment Management Grand Rapids, Michigan $1.04B AUM 20.48% 1-Year Est. Return
Jordan Park Group
Jordan Park Group San Francisco, California $2B AUM 16.09% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Flower City Capital
Flower City Capital Pittsford, New York $234M AUM 15.69% 1-Year Est. Return
Sherrill & Hutchins Financial Advisory
Sherrill & Hutchins Financial Advisory Atlanta, Georgia $207M AUM 7.48% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Formulate Financial's VONE Position: Q3 2026 in Review

Formulate Financial held its Vanguard Russell 1000 ETF (VONE) position steady in Q3 2026 at 7,262 shares worth $2.5M. The position accounts for 2.6% of the portfolio, ranked #10.

Formulate Financial first reported a position in VONE in Q3 2025 and has held it in 5 quarters since. 268 funds tracked by Wall St. Rank hold VONE as of Q3 2026.

  • Formulate Financial held 7,262 shares of Vanguard Russell 1000 ETF worth $2.5M as of Q3 2026.
  • Formulate Financial left its Vanguard Russell 1000 ETF share count unchanged in Q3 2026.
  • Vanguard Russell 1000 ETF made up 2.6% of Formulate Financial's portfolio in Q3 2026, its #10 holding.
  • Formulate Financial first reported a position in Vanguard Russell 1000 ETF in Q3 2025 and has held it in 5 quarters since.
  • 268 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2026.

Based on Formulate Financial's 13F filing for Q3 2026, filed 9 Nov 2026.