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 Q2	$538K	Buy	1,588 +1	+0.1%	+$328	0.06%	48
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 $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

Glassman Wealth Services's VONE Position: Q2 2026 in Review

Glassman Wealth Services increased its Vanguard Russell 1000 ETF (VONE) stake by 0.06% in Q2 2026, buying an estimated $328 and bringing the position to 1,588 shares worth $538K. 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 11 quarters since. 410 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

Glassman Wealth Services held 1,588 shares of Vanguard Russell 1000 ETF worth $538K as of Q2 2026.
Glassman Wealth Services bought 1 Vanguard Russell 1000 ETF share in Q2 2026, an estimated $328.
Vanguard Russell 1000 ETF made up 0.06% of Glassman Wealth Services's portfolio in Q2 2026, its #48 holding.
Glassman Wealth Services first reported a position in Vanguard Russell 1000 ETF in Q4 2023 and has held it in 11 quarters since.
410 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.