JWCA
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J.W. Cole Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

J.W. Cole 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 		$413K Sell
1,221
-1
-0.1% -$328 0.01% 1113
2026
Q1 		$361K Sell
1,222
-6
-0.5% -$1.85K 0.01% 579
2025
Q4 		$380K Sell
1,228
-6
-0.5% -$1.84K 0.01% 993
2025
Q3 		$373K Buy
1,234
+161
+15% +$46.9K 0.01% 1116
2025
Q2 		$301K Buy
1,073
+28
+3% +$7.27K 0.01% 1144
2025
Q1 		$265K Buy
+1,045
New +$280K 0.01% 1030

Other funds holding VONE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
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

J.W. Cole Advisors's VONE Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Vanguard Russell 1000 ETF (VONE) stake by 0.08% in Q2 2026, selling an estimated $328 and leaving 1,221 shares worth $413K. The position accounts for 0.01% of the portfolio, ranked #1113.

J.W. Cole Advisors first reported a position in VONE in Q1 2025 and has held it in 6 quarters since. 409 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

  • J.W. Cole Advisors held 1,221 shares of Vanguard Russell 1000 ETF worth $413K as of Q2 2026.
  • J.W. Cole Advisors sold 1 Vanguard Russell 1000 ETF share in Q2 2026, an estimated $328.
  • Vanguard Russell 1000 ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1113 holding.
  • J.W. Cole Advisors first reported a position in Vanguard Russell 1000 ETF in Q1 2025 and has held it in 6 quarters since.
  • 409 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.