IHT Wealth Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

IHT Wealth Management’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	$259K	Hold	878	–	–	0.01%	1062
2025 Q4	$271K	Buy	878 +1	+0.1%	+$306	0.01%	997
2025 Q3	$265K	Hold	877	–	–	0.01%	988
2025 Q2	$246K	Buy	+877	New	+$228K	0.01%	984
2025 Q1	–	Sell	-778	Closed	-$207K	–	1154
2024 Q4	$207K	Sell	778 -100	-11%	-$26.8K	0.01%	1011
2024 Q3	$228K	Buy	+878	New	+$220K	0.01%	1034

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

IHT Wealth Management's VONE Position: Q1 2026 in Review

IHT Wealth Management held its Vanguard Russell 1000 ETF (VONE) position steady in Q1 2026 at 878 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #1062.

IHT Wealth Management first reported a position in VONE in Q3 2024 and has held it in 6 quarters since. The position peaked at $271K in Q4 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

IHT Wealth Management held 878 shares of Vanguard Russell 1000 ETF worth $259K as of Q1 2026.
IHT Wealth Management left its Vanguard Russell 1000 ETF share count unchanged in Q1 2026.
Vanguard Russell 1000 ETF made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #1062 holding.
IHT Wealth Management first reported a position in Vanguard Russell 1000 ETF in Q3 2024 and has held it in 6 quarters since.
IHT Wealth Management's Vanguard Russell 1000 ETF position peaked at $271K in Q4 2025.
385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.