Hazlett, Burt & Watson’s Vanguard Russell 1000 ETF VONE Stock Holding History

Hazlett, Burt & Watson’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	$306K	Hold	901	–	–	0.08%	214
2026 Q1	$266K	Hold	901	–	–	0.08%	215
2025 Q4	$278K	Hold	901	–	–	0.09%	204
2025 Q3	$272K	Hold	901	–	–	0.1%	186
2025 Q2	$252K	Hold	901	–	–	0.1%	175
2025 Q1	$229K	Hold	901	–	–	0.1%	175
2024 Q4	$240K	Hold	901	–	–	0.11%	178
2024 Q3	$233K	Sell	901 -10	-1%	-$2.5K	0.11%	185
2024 Q2	$224K	Hold	911	–	–	0.12%	164
2024 Q1	$217K	Hold	911	–	–	0.13%	159
2023 Q4	$197K	Hold	911	–	–	0.13%	154
2023 Q3	$178K	Hold	911	–	–	0.13%	156
2023 Q2	$185K	Sell	911 -140	-13%	-$26.7K	0.14%	148
2023 Q1	$195K	Hold	1,051	–	–	0.16%	127
2022 Q4	$183K	Buy	1,051 +1	+0.1%	+$175	0.16%	130
2022 Q3	$172K	Buy	1,050 +1	+0.1%	+$181	0.17%	126
2022 Q2	$181K	Hold	1,049	–	–	0.17%	130
2022 Q1	$218K	Buy	+1,049	New	+$214K	0.17%	122

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

Hazlett, Burt & Watson's VONE Position: Q2 2026 in Review

Hazlett, Burt & Watson held its Vanguard Russell 1000 ETF (VONE) position steady in Q2 2026 at 901 shares worth $306K. The position accounts for 0.08% of the portfolio, ranked #214.

Hazlett, Burt & Watson first reported a position in VONE in Q1 2022 and has held it in 18 quarters since. 410 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

Hazlett, Burt & Watson held 901 shares of Vanguard Russell 1000 ETF worth $306K as of Q2 2026.
Hazlett, Burt & Watson left its Vanguard Russell 1000 ETF share count unchanged in Q2 2026.
Vanguard Russell 1000 ETF made up 0.08% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #214 holding.
Hazlett, Burt & Watson first reported a position in Vanguard Russell 1000 ETF in Q1 2022 and has held it in 18 quarters since.
410 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.