IAG Wealth Partners’s Vanguard Russell 1000 ETF VONE Stock Holding History

IAG Wealth Partners’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	$46.6K	Hold	158	–	–	0.01%	220
2025 Q4	$48.8K	Hold	158	–	–	0.01%	209
2025 Q3	$47.8K	Hold	158	–	–	0.01%	217
2025 Q2	$44.4K	Hold	158	–	–	0.01%	208
2025 Q1	$40.1K	Hold	158	–	–	0.01%	217
2024 Q4	$42.1K	Hold	158	–	–	0.01%	206
2024 Q3	$41.1K	Hold	158	–	–	0.01%	208
2024 Q2	$38.9K	Hold	158	–	–	0.01%	202
2024 Q1	$37.7K	Hold	158	–	–	0.01%	187
2023 Q4	$34.3K	Hold	158	–	–	0.01%	188
2023 Q3	$30.8K	Hold	158	–	–	0.01%	186
2023 Q2	$31.8K	Hold	158	–	–	0.01%	197
2023 Q1	$29.4K	Hold	158	–	–	0.01%	184
2022 Q4	$27.5K	Hold	158	–	–	0.01%	182
2022 Q3	$26K	Hold	158	–	–	0.01%	178
2022 Q2	$27K	Hold	158	–	–	0.01%	175
2022 Q1	$33K	Hold	158	–	–	0.01%	174
2021 Q4	$35K	Hold	158	–	–	0.01%	172
2021 Q3	$32K	Hold	158	–	–	0.01%	162
2021 Q2	$32K	Hold	158	–	–	0.01%	159
2021 Q1	$30K	Hold	158	–	–	0.01%	153
2020 Q4	$28K	Hold	158	–	–	0.01%	144
2020 Q3	$25K	Hold	158	–	–	0.01%	148
2020 Q2	$23K	Hold	158	–	–	0.01%	151
2020 Q1	$19K	Hold	158	–	–	0.01%	154
2019 Q4	$24K	Buy	+158	New	+$22.3K	0.02%	162

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

IAG Wealth Partners's VONE Position: Q1 2026 in Review

IAG Wealth Partners held its Vanguard Russell 1000 ETF (VONE) position steady in Q1 2026 at 158 shares worth $46.6K. The position accounts for 0.01% of the portfolio, ranked #220.

IAG Wealth Partners first reported a position in VONE in Q4 2019 and has held it in 26 quarters since. The position peaked at $48.8K in Q4 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

IAG Wealth Partners held 158 shares of Vanguard Russell 1000 ETF worth $46.6K as of Q1 2026.
IAG Wealth Partners left its Vanguard Russell 1000 ETF share count unchanged in Q1 2026.
Vanguard Russell 1000 ETF made up 0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #220 holding.
IAG Wealth Partners first reported a position in Vanguard Russell 1000 ETF in Q4 2019 and has held it in 26 quarters since.
IAG Wealth Partners's Vanguard Russell 1000 ETF position peaked at $48.8K in Q4 2025.
385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.