HWA
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Heartwood Wealth Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

Heartwood Wealth Advisors’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 		$50.9M Buy
150,400
+4,316
+3% +$1.41M 3.96% 5
2026
Q1 		$43.1M Buy
146,084
+5,980
+4% +$1.84M 3.76% 5
2025
Q4 		$43.3M Sell
140,104
-304
-0.2% -$93.2K 3.99% 6
2025
Q3 		$42.5M Sell
140,408
-86
-0.1% -$25.1K 3.96% 6
2025
Q2 		$39.5M Buy
140,494
+302
+0.2% +$78.5K 4.12% 6
2025
Q1 		$35.6M Buy
140,192
+12,766
+10% +$3.42M 4.06% 6
2024
Q4 		$34M Buy
127,426
+910
+0.7% +$244K 3.83% 7
2024
Q3 		$32.9M Sell
126,516
-934
-0.7% -$234K 3.64% 9
2024
Q2 		$31.4M Sell
127,450
-615
-0.5% -$146K 3.75% 6
2024
Q1 		$30.5M Buy
+128,065
New +$29M 3.76% 8

Other funds holding VONE

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FCC
Flower City Capital Pittsford, New York $227M AUM 23.31% 1-Year Est. Return
SHFA
Sherrill & Hutchins Financial Advisory Atlanta, Georgia $209M AUM 15.48% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CWM
Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Heartwood Wealth Advisors's VONE Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its Vanguard Russell 1000 ETF (VONE) stake by 3% in Q2 2026, buying an estimated $1.41M and bringing the position to 150,400 shares worth $50.9M. The position accounts for 3.96% of the portfolio, ranked #5.

Heartwood Wealth Advisors first reported a position in VONE in Q1 2024 and has held it in 10 quarters since. 123 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

  • Heartwood Wealth Advisors held 150,400 shares of Vanguard Russell 1000 ETF worth $50.9M as of Q2 2026.
  • Heartwood Wealth Advisors bought 4,316 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $1.41M.
  • Vanguard Russell 1000 ETF made up 3.96% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • Heartwood Wealth Advisors first reported a position in Vanguard Russell 1000 ETF in Q1 2024 and has held it in 10 quarters since.
  • 123 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.