Glassman Wealth Services’s Vanguard Russell 1000 ETF VONE Stock Holding History

Glassman Wealth Services’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 Q1	$468K	Hold	1,587	–	–	0.06%	48
2025 Q4	$490K	Sell	1,587 -68	-4%	-$20.8K	0.07%	51
2025 Q3	$500K	Hold	1,655	–	–	0.07%	43
2025 Q2	$465K	Hold	1,655	–	–	0.07%	43
2025 Q1	$420K	Hold	1,655	–	–	0.07%	42
2024 Q4	$441K	Hold	1,655	–	–	0.07%	39
2024 Q3	$430K	Hold	1,655	–	–	0.07%	36
2024 Q2	$407K	Sell	1,655 -158	-9%	-$37.6K	0.08%	40
2024 Q1	$432K	Hold	1,813	–	–	0.09%	36
2023 Q4	$393K	Buy	+1,813	New	+$367K	0.06%	104

Other funds holding VONE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

Glassman Wealth Services's VONE Position: Q1 2026 in Review

Glassman Wealth Services held its Vanguard Russell 1000 ETF (VONE) position steady in Q1 2026 at 1,587 shares worth $468K. The position accounts for 0.06% of the portfolio, ranked #48.

Glassman Wealth Services first reported a position in VONE in Q4 2023 and has held it in 10 quarters since. The position peaked at $500K in Q3 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

Glassman Wealth Services held 1,587 shares of Vanguard Russell 1000 ETF worth $468K as of Q1 2026.
Glassman Wealth Services left its Vanguard Russell 1000 ETF share count unchanged in Q1 2026.
Vanguard Russell 1000 ETF made up 0.06% of Glassman Wealth Services's portfolio in Q1 2026, its #48 holding.
Glassman Wealth Services first reported a position in Vanguard Russell 1000 ETF in Q4 2023 and has held it in 10 quarters since.
Glassman Wealth Services's Vanguard Russell 1000 ETF position peaked at $500K in Q3 2025.
385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Glassman Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.