Intrua Financial’s Vanguard Russell 1000 ETF VONE Stock Holding History

Intrua Financial’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	$235K	Sell	796 -32	-4%	-$9.87K	0.02%	413
2025 Q4	$256K	Hold	828	–	–	0.03%	400
2025 Q3	$250K	Sell	828 -200	-19%	-$58.3K	0.03%	391
2025 Q2	$289K	Hold	1,028	–	–	0.04%	294
2025 Q1	$261K	Hold	1,028	–	–	0.04%	305
2024 Q4	$274K	Sell	1,028 -200	-16%	-$53.6K	0.04%	287
2024 Q3	$319K	Hold	1,228	–	–	0.05%	293
2024 Q2	$302K	Sell	1,228 -20	-2%	-$4.75K	0.05%	301
2024 Q1	$297K	Sell	1,248 -68	-5%	-$15.4K	0.04%	321
2023 Q4	$285K	Hold	1,316	–	–	0.04%	322
2023 Q3	$256K	Hold	1,316	–	–	0.04%	296
2023 Q2	$265K	Hold	1,316	–	–	0.04%	294
2023 Q1	$246K	Sell	1,316 -72	-5%	-$13.1K	0.05%	285
2022 Q4	$246K	Hold	1,388	–	–	0.06%	282
2022 Q3	$227K	Hold	1,388	–	–	0.06%	275
2022 Q2	$239K	Hold	1,388	–	–	0.05%	319
2022 Q1	$288K	Hold	1,388	–	–	0.05%	309
2021 Q4	$304K	Hold	1,388	–	–	0.05%	295
2021 Q3	$293K	Hold	1,388	–	–	0.05%	290
2021 Q2	$287K	Sell	1,388 -650	-32%	-$127K	0.07%	232
2021 Q1	$399K	Buy	+2,038	New	+$369K	0.1%	188

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

Intrua Financial's VONE Position: Q1 2026 in Review

Intrua Financial reduced its Vanguard Russell 1000 ETF (VONE) stake by 3.9% in Q1 2026, selling an estimated $9.87K and leaving 796 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #413.

Intrua Financial first reported a position in VONE in Q1 2021 and has held it in 21 quarters since. The position peaked at $399K in Q1 2021. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

Intrua Financial held 796 shares of Vanguard Russell 1000 ETF worth $235K as of Q1 2026.
Intrua Financial sold 32 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $9.87K.
Vanguard Russell 1000 ETF made up 0.02% of Intrua Financial's portfolio in Q1 2026, its #413 holding.
Intrua Financial first reported a position in Vanguard Russell 1000 ETF in Q1 2021 and has held it in 21 quarters since.
Intrua Financial's Vanguard Russell 1000 ETF position peaked at $399K in Q1 2021.
385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Intrua Financial's 13F filing for Q1 2026, filed 23 Apr 2026.