KWM
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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $564B 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 $157B AUM 32.99% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return