Highland Financial Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

Highland Financial 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	$694K	Buy	+2,050	New	+$672K	0.15%	39
2026 Q1	–	Sell	-664	Closed	-$205K	–	72
2025 Q4	$205K	Hold	664	–	–	0.06%	65
2025 Q3	$201K	Buy	+664	New	+$194K	0.06%	58
2025 Q2	–	Sell	-2,138	Closed	-$543K	–	57
2025 Q1	$543K	Buy	+2,138	New	+$572K	0.19%	34
2023 Q1	–	Sell	-1,609	Closed	-$280K	–	49
2022 Q4	$280K	Sell	1,609 -2,008	-56%	-$352K	0.16%	40
2022 Q3	$591K	Buy	3,617 +1,289	+55%	+$234K	0.41%	29
2022 Q2	$400K	Buy	+2,328	New	+$436K	0.27%	40

Other funds holding VONE

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

CWM

Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

NRW

Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Highland Financial Advisors's VONE Position: Q2 2026 in Review

Highland Financial Advisors opened a new position in Vanguard Russell 1000 ETF (VONE) in Q2 2026: 2,050 shares worth $694K. The stake represents 0.15% of the portfolio and ranks #39 among its holdings. This is a return to the name: Highland Financial Advisors previously reported a position in VONE as recently as Q4 2025.

Highland Financial Advisors first reported a position in VONE in Q2 2022 and has held it in 7 quarters since. 53 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

Highland Financial Advisors held 2,050 shares of Vanguard Russell 1000 ETF worth $694K as of Q2 2026.
Vanguard Russell 1000 ETF was a new Highland Financial Advisors position in Q2 2026.
Vanguard Russell 1000 ETF made up 0.15% of Highland Financial Advisors's portfolio in Q2 2026, its #39 holding.
Highland Financial Advisors first reported a position in Vanguard Russell 1000 ETF in Q2 2022 and has held it in 7 quarters since.
53 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.