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Grimes & Company’s Vanguard Russell 1000 ETF VONE Stock Holding History

Grimes & Company’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
2025
Q3 		– Sell
-834
Closed -$234K – 463
2025
Q2 		$234K Buy
+834
New +$217K 0.01% 379

Other funds holding VONE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Grimes & Company's VONE Position: Q3 2025 in Review

Grimes & Company sold out of Vanguard Russell 1000 ETF (VONE) in Q3 2025, closing a stake of 834 shares — an estimated $234K sold.

Grimes & Company first reported a position in VONE in Q2 2025 and held it in 1 quarter. The position peaked at $234K in Q2 2025. 344 funds tracked by Wall St. Rank hold VONE as of Q3 2025.

  • Grimes & Company reported no remaining Vanguard Russell 1000 ETF position as of Q3 2025 after selling out during the quarter.
  • Grimes & Company sold 834 Vanguard Russell 1000 ETF shares in Q3 2025, an estimated $234K.
  • Grimes & Company first reported a position in Vanguard Russell 1000 ETF in Q2 2025 and held it in 1 quarter.
  • Grimes & Company's Vanguard Russell 1000 ETF position peaked at $234K in Q2 2025.
  • 344 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2025.

Based on Grimes & Company's 13F filing for Q3 2025, filed 27 Oct 2025.