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 Q2	$263K	Sell	776 -102	-12%	-$33.4K	0.01%	1063
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 $1.89T 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

IHT Wealth Management's VONE Position: Q2 2026 in Review

IHT Wealth Management reduced its Vanguard Russell 1000 ETF (VONE) stake by 12% in Q2 2026, selling an estimated $33.4K and leaving 776 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #1063.

IHT Wealth Management first reported a position in VONE in Q3 2024 and has held it in 7 quarters since. The position peaked at $271K in Q4 2025. 410 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

IHT Wealth Management held 776 shares of Vanguard Russell 1000 ETF worth $263K as of Q2 2026.
IHT Wealth Management sold 102 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $33.4K.
Vanguard Russell 1000 ETF made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1063 holding.
IHT Wealth Management first reported a position in Vanguard Russell 1000 ETF in Q3 2024 and has held it in 7 quarters since.
IHT Wealth Management's Vanguard Russell 1000 ETF position peaked at $271K in Q4 2025.
410 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.