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

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

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. 409 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.
409 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.