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JFG Wealth Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

JFG Wealth Management’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
2025
Q1 		– Sell
-1,107
Closed -$295K – 98
2024
Q4 		$295K Hold
1,107
– – 0.07% 80
2024
Q3 		$288K Buy
+1,107
New +$277K 0.08% 64

Other funds holding VONE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JFG Wealth Management's VONE Position: Q1 2025 in Review

JFG Wealth Management sold out of Vanguard Russell 1000 ETF (VONE) in Q1 2025, closing a stake of 1,107 shares — an estimated $295K sold.

JFG Wealth Management first reported a position in VONE in Q3 2024 and held it in 2 quarters. The position peaked at $295K in Q4 2024. 315 funds tracked by Wall St. Rank hold VONE as of Q1 2025.

  • JFG Wealth Management reported no remaining Vanguard Russell 1000 ETF position as of Q1 2025 after selling out during the quarter.
  • JFG Wealth Management sold 1,107 Vanguard Russell 1000 ETF shares in Q1 2025, an estimated $295K.
  • JFG Wealth Management first reported a position in Vanguard Russell 1000 ETF in Q3 2024 and held it in 2 quarters.
  • JFG Wealth Management's Vanguard Russell 1000 ETF position peaked at $295K in Q4 2024.
  • 315 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2025.

Based on JFG Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.