Global Retirement Partners’s Vanguard Russell 1000 ETF VONE Stock Holding History

Global Retirement Partners’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	$3.89M	Buy	+11,471	New	+$3.76M	0.06%	298
2025 Q4	$4.22M	Buy	13,669 +11,321	+482%	+$3.47M	0.08%	242
2025 Q3	$710K	Buy	2,348 +6	+0.3%	+$1.75K	0.02%	640
2025 Q2	$658K	Buy	+2,342	New	+$608K	0.02%	631
2024 Q4	$803K	Sell	3,009 -934	-24%	-$250K	0.02%	500
2024 Q3	$1.03M	Sell	3,943 -47,082	-92%	-$11.8M	0.03%	440
2024 Q2	$12.6M	Buy	51,025 +11,281	+28%	+$2.68M	0.39%	49
2024 Q1	$9.47M	Buy	39,744 +3,796	+11%	+$861K	0.35%	60
2023 Q4	$7.78M	Buy	35,948 +35,705	+14,693%	+$7.23M	0.33%	68
2023 Q3	$46.9K	Buy	243 +2	+0.8%	+$405	﹤0.01%	1307
2023 Q2	$48.6K	Buy	241 +2	+0.8%	+$381	﹤0.01%	1289
2023 Q1	$44.2K	Sell	239 -102	-30%	-$18.6K	﹤0.01%	1295
2022 Q4	$59.4K	Hold	341	–	–	﹤0.01%	1006
2022 Q3	$60K	Buy	341 +3	+0.9%	+$544	﹤0.01%	948
2022 Q2	$58K	Hold	338	–	–	﹤0.01%	942
2022 Q1	$61K	Buy	+338	New	+$69K	﹤0.01%	918
2017 Q1	–	Sell	-4,500	Closed	-$462K	–	1154
2016 Q4	$462K	Buy	+4,500	New	+$451K	0.31%	73

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

Global Retirement Partners's VONE Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Vanguard Russell 1000 ETF (VONE) in Q2 2026: 11,471 shares worth $3.89M. The stake represents 0.06% of the portfolio and ranks #298 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in VONE as recently as Q4 2025.

Global Retirement Partners first reported a position in VONE in Q4 2016 and has held it in 17 quarters since. The position peaked at $12.6M in Q2 2024. 409 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

Global Retirement Partners held 11,471 shares of Vanguard Russell 1000 ETF worth $3.89M as of Q2 2026.
Vanguard Russell 1000 ETF was a new Global Retirement Partners position in Q2 2026.
Vanguard Russell 1000 ETF made up 0.06% of Global Retirement Partners's portfolio in Q2 2026, its #298 holding.
Global Retirement Partners first reported a position in Vanguard Russell 1000 ETF in Q4 2016 and has held it in 17 quarters since.
Global Retirement Partners's Vanguard Russell 1000 ETF position peaked at $12.6M in Q2 2024.
409 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.