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

Kingsview 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
2026 Q1	–	Sell	-1,451	Closed	-$448K	–	1424
2025 Q4	$448K	Buy	1,451 +34	+2%	+$10.4K	0.01%	878
2025 Q3	$428K	Buy	1,417 +4	+0.3%	+$1.17K	0.01%	850
2025 Q2	$397K	Sell	1,413 -5	-0.4%	-$1.3K	0.01%	852
2025 Q1	$360K	Buy	1,418 +4	+0.3%	+$1.07K	0.01%	831
2024 Q4	$377K	Buy	1,414 +3	+0.2%	+$804	0.01%	823
2024 Q3	$367K	Buy	1,411 +16	+1%	+$4.01K	0.01%	811
2024 Q2	$343K	Buy	1,395 +242	+21%	+$57.5K	0.01%	800
2024 Q1	$275K	Hold	1,153	–	–	0.01%	850
2023 Q4	$250K	Sell	1,153 -937	-45%	-$190K	0.01%	821
2023 Q3	$407K	Buy	+2,090	New	+$423K	0.01%	679

Other funds holding VONE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

Kingsview Wealth Management's VONE Position: Q1 2026 in Review

Kingsview Wealth Management sold out of Vanguard Russell 1000 ETF (VONE) in Q1 2026, closing a stake of 1,451 shares — an estimated $448K sold.

Kingsview Wealth Management first reported a position in VONE in Q3 2023 and held it in 10 quarters. The position peaked at $448K in Q4 2025. 387 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

Kingsview Wealth Management reported no remaining Vanguard Russell 1000 ETF position as of Q1 2026 after selling out during the quarter.
Kingsview Wealth Management sold 1,451 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $448K.
Kingsview Wealth Management first reported a position in Vanguard Russell 1000 ETF in Q3 2023 and held it in 10 quarters.
Kingsview Wealth Management's Vanguard Russell 1000 ETF position peaked at $448K in Q4 2025.
387 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.