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Kestra Private Wealth Services’s Vanguard Russell 1000 ETF VONE Stock Holding History

Kestra Private Wealth Services’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 		$692K Buy
2,346
+31
+1% +$9.56K 0.01% 1033
2025
Q4 		$715K Buy
2,315
+208
+10% +$63.7K 0.01% 965
2025
Q3 		$637K Buy
2,107
+2
+0.1% +$583 0.01% 986
2025
Q2 		$591K Buy
2,105
+2
+0.1% +$520 0.01% 952
2025
Q1 		$534K Buy
2,103
+2
+0.1% +$535 0.01% 929
2024
Q4 		$560K Sell
2,101
-1,191
-36% -$319K 0.01% 873
2024
Q3 		$856K Buy
3,292
+1,198
+57% +$300K 0.02% 668
2024
Q2 		$515K Hold
2,094
– – 0.01% 819
2024
Q1 		$499K Buy
2,094
+177
+9% +$40.1K 0.01% 799
2023
Q4 		$416K Sell
1,917
-597
-24% -$121K 0.01% 804
2023
Q3 		$489K Sell
2,514
-76
-3% -$15.4K 0.02% 670
2023
Q2 		$522K Sell
2,590
-26
-1% -$4.96K 0.02% 621
2023
Q1 		$487K Sell
2,616
-397
-13% -$72.3K 0.02% 605
2022
Q4 		$525K Buy
3,013
+306
+11% +$53.6K 0.03% 511
2022
Q3 		$442K Buy
2,707
+3
+0.1% +$544 0.03% 527
2022
Q2 		$465K Hold
2,704
– – 0.03% 531
2022
Q1 		$560K Buy
2,704
+2
+0.1% +$408 0.03% 536
2021
Q4 		$591K Sell
2,702
-2,429
-47% -$517K 0.03% 537
2021
Q3 		$1.03M Buy
5,131
+2
+0% +$411 0.06% 343
2021
Q2 		$1.03M Hold
5,129
– – 0.06% 321
2021
Q1 		$950K Buy
5,129
+2
+0% +$362 0.07% 299
2020
Q4 		$894K Buy
5,127
+110
+2% +$18.2K 0.07% 300
2020
Q3 		$793K Buy
+5,017
New +$766K 0.07% 288

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

Kestra Private Wealth Services's VONE Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Vanguard Russell 1000 ETF (VONE) stake by 1.3% in Q1 2026, buying an estimated $9.56K and bringing the position to 2,346 shares worth $692K. The position accounts for 0.01% of the portfolio, ranked #1033.

Kestra Private Wealth Services first reported a position in VONE in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.03M in Q3 2021. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

  • Kestra Private Wealth Services held 2,346 shares of Vanguard Russell 1000 ETF worth $692K as of Q1 2026.
  • Kestra Private Wealth Services bought 31 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $9.56K.
  • Vanguard Russell 1000 ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1033 holding.
  • Kestra Private Wealth Services first reported a position in Vanguard Russell 1000 ETF in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Vanguard Russell 1000 ETF position peaked at $1.03M in Q3 2021.
  • 385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.