Guardian Wealth Advisors (North Carolina)’s Vanguard Russell 1000 ETF VONE Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$404K	Hold	1,369	–	–	0.03%	243
2025 Q4	$423K	Buy	1,369 +36	+3%	+$11K	0.03%	241
2025 Q3	$403K	Buy	1,333 +8	+0.6%	+$2.33K	0.03%	241
2025 Q2	$372K	Buy	1,325 +75	+6%	+$19.5K	0.03%	236
2025 Q1	$317K	Buy	1,250 +32	+3%	+$8.56K	0.03%	244
2024 Q4	$325K	Buy	+1,218	New	+$327K	0.03%	237

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

Guardian Wealth Advisors (North Carolina)'s VONE Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) held its Vanguard Russell 1000 ETF (VONE) position steady in Q1 2026 at 1,369 shares worth $404K. The position accounts for 0.03% of the portfolio, ranked #243.

Guardian Wealth Advisors (North Carolina) first reported a position in VONE in Q4 2024 and has held it in 6 quarters since. The position peaked at $423K in Q4 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 1,369 shares of Vanguard Russell 1000 ETF worth $404K as of Q1 2026.
Guardian Wealth Advisors (North Carolina) left its Vanguard Russell 1000 ETF share count unchanged in Q1 2026.
Vanguard Russell 1000 ETF made up 0.03% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #243 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Vanguard Russell 1000 ETF in Q4 2024 and has held it in 6 quarters since.
Guardian Wealth Advisors (North Carolina)'s Vanguard Russell 1000 ETF position peaked at $423K in Q4 2025.
385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.