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Golden State Equity Partners’s Vanguard Russell 1000 ETF VONE Stock Holding History

Golden State Equity 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 		– Sell
-111
Closed -$32.8K – 1705
2026
Q1 		$32.8K Buy
+111
New +$34.2K ﹤0.01% 967

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Ameriprise
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
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
Bank of New York Mellon New York $609B AUM 40.19% 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 $303B AUM 53.02% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

Golden State Equity Partners's VONE Position: Q2 2026 in Review

Golden State Equity Partners sold out of Vanguard Russell 1000 ETF (VONE) in Q2 2026, closing a stake of 111 shares — an estimated $32.8K sold.

Golden State Equity Partners first reported a position in VONE in Q1 2026 and held it in 1 quarter. The position peaked at $32.8K in Q1 2026. 409 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

  • Golden State Equity Partners reported no remaining Vanguard Russell 1000 ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 111 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $32.8K.
  • Golden State Equity Partners first reported a position in Vanguard Russell 1000 ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's Vanguard Russell 1000 ETF position peaked at $32.8K in Q1 2026.
  • 409 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.