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Jordan Park Group’s Vanguard Russell 1000 ETF VONE Stock Holding History

Jordan Park Group’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 		$120M Buy
407,664
+31,667
+8% +$9.77M 6.41% 4
2025
Q4 		$116M Buy
375,997
+28,583
+8% +$8.76M 6.73% 4
2025
Q3 		$105M Buy
347,414
+261,091
+302% +$76.1M 5.99% 4
2025
Q2 		$24.2M Buy
+86,323
New +$22.4M 1.57% 13

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Jordan Park Group's VONE Position: Q1 2026 in Review

Jordan Park Group increased its Vanguard Russell 1000 ETF (VONE) stake by 8.4% in Q1 2026, buying an estimated $9.77M and bringing the position to 407,664 shares worth $120M. The position accounts for 6.41% of the portfolio, ranked #4.

Jordan Park Group first reported a position in VONE in Q2 2025 and has held it in 4 quarters since. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

  • Jordan Park Group held 407,664 shares of Vanguard Russell 1000 ETF worth $120M as of Q1 2026.
  • Jordan Park Group bought 31,667 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $9.77M.
  • Vanguard Russell 1000 ETF made up 6.41% of Jordan Park Group's portfolio in Q1 2026, its #4 holding.
  • Jordan Park Group first reported a position in Vanguard Russell 1000 ETF in Q2 2025 and has held it in 4 quarters since.
  • 385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Jordan Park Group's 13F filing for Q1 2026, filed 11 May 2026.