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BFC Planning, Inc.’s Vanguard Russell 1000 ETF VONE Stock Holding History

BFC Planning, Inc.’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 		$11.5K Hold
34
– – ﹤0.01% 2295
2026
Q1 		$10K Hold
34
– – ﹤0.01% 2047
2025
Q4 		$10.5K Buy
+34
New +$10.4K ﹤0.01% 2054

Other funds holding VONE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Red Cedar Investment Management
Red Cedar Investment Management Grand Rapids, Michigan $1.04B AUM 20.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Jordan Park Group
Jordan Park Group San Francisco, California $2B AUM 16.09% 1-Year Est. Return

BFC Planning, Inc.'s VONE Position: Q2 2026 in Review

BFC Planning, Inc. held its Vanguard Russell 1000 ETF (VONE) position steady in Q2 2026 at 34 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2295.

BFC Planning, Inc. first reported a position in VONE in Q4 2025 and has held it in 3 quarters since. 412 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

  • BFC Planning, Inc. held 34 shares of Vanguard Russell 1000 ETF worth $11.5K as of Q2 2026.
  • BFC Planning, Inc. left its Vanguard Russell 1000 ETF share count unchanged in Q2 2026.
  • Vanguard Russell 1000 ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2295 holding.
  • BFC Planning, Inc. first reported a position in Vanguard Russell 1000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 412 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.