HB Wealth Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

HB Wealth Management’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	$749K	Buy	2,210 +1,084	+96%	+$355K	﹤0.01%	896
2026 Q1	$333K	Hold	1,126	–	–	﹤0.01%	1169
2025 Q4	$348K	Hold	1,126	–	–	﹤0.01%	1064
2025 Q3	$341K	Sell	1,126 -65	-5%	-$18.9K	﹤0.01%	1014
2025 Q2	$335K	Hold	1,191	–	–	﹤0.01%	900
2025 Q1	$303K	Buy	+1,191	New	+$319K	﹤0.01%	964
2022 Q4	–	Sell	-3,544	Closed	-$579K	–	710
2022 Q3	$579K	Buy	+3,544	New	+$643K	0.01%	320

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

HB Wealth Management's VONE Position: Q2 2026 in Review

HB Wealth Management increased its Vanguard Russell 1000 ETF (VONE) stake by 96% in Q2 2026, buying an estimated $355K and bringing the position to 2,210 shares worth $749K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

HB Wealth Management first reported a position in VONE in Q3 2022 and has held it in 7 quarters since. 411 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

HB Wealth Management held 2,210 shares of Vanguard Russell 1000 ETF worth $749K as of Q2 2026.
HB Wealth Management bought 1,084 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $355K.
Vanguard Russell 1000 ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #896 holding.
HB Wealth Management first reported a position in Vanguard Russell 1000 ETF in Q3 2022 and has held it in 7 quarters since.
411 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.