Golden Road Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

Golden Road Advisors’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	$1.04M	Hold	3,520	–	–	0.6%	16
2025 Q4	$1.09M	Hold	3,520	–	–	0.62%	14
2025 Q3	$1.06M	Hold	3,520	–	–	0.62%	15
2025 Q2	$989K	Hold	3,520	–	–	0.66%	16
2025 Q1	$894K	Hold	3,520	–	–	0.7%	16
2024 Q4	$939K	Hold	3,520	–	–	0.71%	15
2024 Q3	$915K	Hold	3,520	–	–	0.72%	15
2024 Q2	$883K	Hold	3,520	–	–	0.73%	16
2024 Q1	$839K	Hold	3,520	–	–	0.7%	15
2023 Q4	$764K	Buy	+3,520	New	+$713K	0.73%	13

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

Golden Road Advisors's VONE Position: Q1 2026 in Review

Golden Road Advisors held its Vanguard Russell 1000 ETF (VONE) position steady in Q1 2026 at 3,520 shares worth $1.04M. The position accounts for 0.6% of the portfolio, ranked #16.

Golden Road Advisors first reported a position in VONE in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.09M in Q4 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

Golden Road Advisors held 3,520 shares of Vanguard Russell 1000 ETF worth $1.04M as of Q1 2026.
Golden Road Advisors left its Vanguard Russell 1000 ETF share count unchanged in Q1 2026.
Vanguard Russell 1000 ETF made up 0.6% of Golden Road Advisors's portfolio in Q1 2026, its #16 holding.
Golden Road Advisors first reported a position in Vanguard Russell 1000 ETF in Q4 2023 and has held it in 10 quarters since.
Golden Road Advisors's Vanguard Russell 1000 ETF position peaked at $1.09M in Q4 2025.
385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Golden Road Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.