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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
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 $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citigroup
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

J.W. Cole Advisors's VONE Position: Q1 2026 in Review

J.W. Cole Advisors reduced its Vanguard Russell 1000 ETF (VONE) stake by 0.49% in Q1 2026, selling an estimated $1.85K and leaving 1,222 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #579.

J.W. Cole Advisors first reported a position in VONE in Q1 2025 and has held it in 5 quarters since. The position peaked at $380K in Q4 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

  • J.W. Cole Advisors held 1,222 shares of Vanguard Russell 1000 ETF worth $361K as of Q1 2026.
  • J.W. Cole Advisors sold 6 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $1.85K.
  • Vanguard Russell 1000 ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q1 2026, its #579 holding.
  • J.W. Cole Advisors first reported a position in Vanguard Russell 1000 ETF in Q1 2025 and has held it in 5 quarters since.
  • J.W. Cole Advisors's Vanguard Russell 1000 ETF position peaked at $380K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.