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Hershey Financial Advisers’s Vanguard Russell 1000 ETF VONE Stock Holding History

Hershey Financial Advisers’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 		– Sell
-3,607
Closed -$1.11M – 109
2025
Q4 		$1.11M Buy
+3,607
New +$1.11M 0.94% 47
2025
Q3 		– Sell
-4,279
Closed -$1.2M – 98
2025
Q2 		$1.2M Buy
+4,279
New +$1.11M 1.08% 37
2024
Q4 		$1.28M Buy
+4,807
New +$1.29M 1.13% 35
2024
Q2 		$1.05M Buy
+4,259
New +$1.01M 0.94% 28

Other funds holding VONE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
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

Hershey Financial Advisers's VONE Position: Q1 2026 in Review

Hershey Financial Advisers sold out of Vanguard Russell 1000 ETF (VONE) in Q1 2026, closing a stake of 3,607 shares — an estimated $1.11M sold.

Hershey Financial Advisers first reported a position in VONE in Q2 2024 and held it in 4 quarters. The position peaked at $1.28M in Q4 2024. 387 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

  • Hershey Financial Advisers reported no remaining Vanguard Russell 1000 ETF position as of Q1 2026 after selling out during the quarter.
  • Hershey Financial Advisers sold 3,607 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $1.11M.
  • Hershey Financial Advisers first reported a position in Vanguard Russell 1000 ETF in Q2 2024 and held it in 4 quarters.
  • Hershey Financial Advisers's Vanguard Russell 1000 ETF position peaked at $1.28M in Q4 2024.
  • 387 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.