Heritage Family Offices’s Vanguard Russell 1000 ETF VONE Stock Holding History

Heritage Family Offices’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	$339K	Hold	1,002	–	–	0.13%	128
2026 Q1	$296K	Hold	1,002	–	–	0.13%	144
2025 Q4	$310K	Hold	1,002	–	–	0.14%	137
2025 Q3	$303K	Hold	1,002	–	–	0.14%	134
2025 Q2	$253K	Hold	1,002	–	–	0.13%	145
2025 Q1	$254K	Hold	1,002	–	–	0.13%	142
2024 Q4	$267K	Hold	1,002	–	–	0.13%	141
2024 Q3	$261K	Hold	1,002	–	–	0.13%	146
2024 Q2	$247K	Buy	+1,002	New	+$238K	0.14%	142

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

Heritage Family Offices's VONE Position: Q2 2026 in Review

Heritage Family Offices held its Vanguard Russell 1000 ETF (VONE) position steady in Q2 2026 at 1,002 shares worth $339K. The position accounts for 0.13% of the portfolio, ranked #128.

Heritage Family Offices first reported a position in VONE in Q2 2024 and has held it in 9 quarters since. 411 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

Heritage Family Offices held 1,002 shares of Vanguard Russell 1000 ETF worth $339K as of Q2 2026.
Heritage Family Offices left its Vanguard Russell 1000 ETF share count unchanged in Q2 2026.
Vanguard Russell 1000 ETF made up 0.13% of Heritage Family Offices's portfolio in Q2 2026, its #128 holding.
Heritage Family Offices first reported a position in Vanguard Russell 1000 ETF in Q2 2024 and has held it in 9 quarters since.
411 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.