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Jim Saulnier & Associates’s Vanguard Russell 1000 ETF VONE Stock Holding History

Jim Saulnier & Associates’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 		$1.44M Buy
4,869
+11
+0.2% +$3.39K 0.7% 34
2025
Q4 		$1.5M Buy
4,858
+767
+19% +$235K 0.78% 30
2025
Q3 		$1.24M Buy
+4,091
New +$1.19M 0.69% 35

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

Jim Saulnier & Associates's VONE Position: Q1 2026 in Review

Jim Saulnier & Associates increased its Vanguard Russell 1000 ETF (VONE) stake by 0.23% in Q1 2026, buying an estimated $3.39K and bringing the position to 4,869 shares worth $1.44M. The position accounts for 0.7% of the portfolio, ranked #34.

Jim Saulnier & Associates first reported a position in VONE in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.5M in Q4 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

  • Jim Saulnier & Associates held 4,869 shares of Vanguard Russell 1000 ETF worth $1.44M as of Q1 2026.
  • Jim Saulnier & Associates bought 11 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $3.39K.
  • Vanguard Russell 1000 ETF made up 0.7% of Jim Saulnier & Associates's portfolio in Q1 2026, its #34 holding.
  • Jim Saulnier & Associates first reported a position in Vanguard Russell 1000 ETF in Q3 2025 and has held it in 3 quarters since.
  • Jim Saulnier & Associates's Vanguard Russell 1000 ETF position peaked at $1.5M in Q4 2025.
  • 385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.