Independent Advisor Alliance’s Vanguard Russell 1000 ETF VONE Stock Holding History

Independent Advisor Alliance’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	$379K	Sell	1,119 -166	-13%	-$54.4K	0.01%	762
2026 Q1	$379K	Buy	1,285 +166	+15%	+$51.2K	﹤0.01%	1226
2025 Q4	$346K	Hold	1,119	–	–	0.01%	757
2025 Q3	$338K	Hold	1,119	–	–	0.01%	734
2025 Q2	$314K	Hold	1,119	–	–	0.01%	712
2025 Q1	$284K	Sell	1,119 -210	-16%	-$56.2K	0.01%	667
2024 Q4	$355K	Buy	+1,329	New	+$356K	﹤0.01%	1068

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

Independent Advisor Alliance's VONE Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Vanguard Russell 1000 ETF (VONE) stake by 13% in Q2 2026, selling an estimated $54.4K and leaving 1,119 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #762.

Independent Advisor Alliance first reported a position in VONE in Q4 2024 and has held it in 7 quarters since. The position peaked at $379K in Q1 2026. 411 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

Independent Advisor Alliance held 1,119 shares of Vanguard Russell 1000 ETF worth $379K as of Q2 2026.
Independent Advisor Alliance sold 166 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $54.4K.
Vanguard Russell 1000 ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #762 holding.
Independent Advisor Alliance first reported a position in Vanguard Russell 1000 ETF in Q4 2024 and has held it in 7 quarters since.
Independent Advisor Alliance's Vanguard Russell 1000 ETF position peaked at $379K in Q1 2026.
411 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.