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 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 $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

Heritage Family Offices's VONE Position: Q1 2026 in Review

Heritage Family Offices held its Vanguard Russell 1000 ETF (VONE) position steady in Q1 2026 at 1,002 shares worth $296K. The position accounts for 0.13% of the portfolio, ranked #144.

Heritage Family Offices first reported a position in VONE in Q2 2024 and has held it in 8 quarters since. The position peaked at $310K in Q4 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

Heritage Family Offices held 1,002 shares of Vanguard Russell 1000 ETF worth $296K as of Q1 2026.
Heritage Family Offices left its Vanguard Russell 1000 ETF share count unchanged in Q1 2026.
Vanguard Russell 1000 ETF made up 0.13% of Heritage Family Offices's portfolio in Q1 2026, its #144 holding.
Heritage Family Offices first reported a position in Vanguard Russell 1000 ETF in Q2 2024 and has held it in 8 quarters since.
Heritage Family Offices's Vanguard Russell 1000 ETF position peaked at $310K in Q4 2025.
385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.