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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Flower City Capital Pittsford, New York $227M AUM 23.31% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return