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 Q3	$307K	Sell	896 -5	-0.6%	-$1.72K	0.08%	208
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

Red Cedar Investment Management Grand Rapids, Michigan $1.04B AUM 20.48% 1-Year Est. Return

Jordan Park Group San Francisco, California $2B AUM 16.09% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Flower City Capital Pittsford, New York $234M AUM 15.69% 1-Year Est. Return

Sherrill & Hutchins Financial Advisory Atlanta, Georgia $207M AUM 7.48% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Hazlett, Burt & Watson's VONE Position: Q3 2026 in Review

Hazlett, Burt & Watson reduced its Vanguard Russell 1000 ETF (VONE) stake by 0.55% in Q3 2026, selling an estimated $1.72K and leaving 896 shares worth $307K. The position accounts for 0.08% of the portfolio, ranked #208.

Hazlett, Burt & Watson first reported a position in VONE in Q1 2022 and has held it in 19 quarters since. 244 funds tracked by Wall St. Rank hold VONE as of Q3 2026.

Hazlett, Burt & Watson held 896 shares of Vanguard Russell 1000 ETF worth $307K as of Q3 2026.
Hazlett, Burt & Watson sold 5 Vanguard Russell 1000 ETF shares in Q3 2026, an estimated $1.72K.
Vanguard Russell 1000 ETF made up 0.08% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #208 holding.
Hazlett, Burt & Watson first reported a position in Vanguard Russell 1000 ETF in Q1 2022 and has held it in 19 quarters since.
244 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.