Inspirion Wealth Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

Inspirion Wealth 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	$266K	Hold	787	–	–	0.03%	152
2026 Q1	$232K	Hold	787	–	–	0.03%	151
2025 Q4	$243K	Sell	787 -100	-11%	-$30.6K	0.03%	147
2025 Q3	$231K	Hold	887	–	–	0.03%	138
2025 Q2	$249K	Hold	887	–	–	0.03%	138
2025 Q1	$225K	Hold	887	–	–	0.03%	138
2024 Q4	$238K	Hold	887	–	–	0.03%	131
2024 Q3	$231K	Hold	887	–	–	0.03%	139
2024 Q2	$218K	Hold	887	–	–	0.03%	137
2024 Q1	$211K	Buy	+887	New	+$201K	0.03%	138

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

Inspirion Wealth Advisors's VONE Position: Q2 2026 in Review

Inspirion Wealth Advisors held its Vanguard Russell 1000 ETF (VONE) position steady in Q2 2026 at 787 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #152.

Inspirion Wealth Advisors first reported a position in VONE in Q1 2024 and has held it in 10 quarters since. 409 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

Inspirion Wealth Advisors held 787 shares of Vanguard Russell 1000 ETF worth $266K as of Q2 2026.
Inspirion Wealth Advisors left its Vanguard Russell 1000 ETF share count unchanged in Q2 2026.
Vanguard Russell 1000 ETF made up 0.03% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #152 holding.
Inspirion Wealth Advisors first reported a position in Vanguard Russell 1000 ETF in Q1 2024 and has held it in 10 quarters since.
409 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.