Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Vanguard Russell 1000 ETF VONE Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-6,375
Closed -$1.93M – 1301
2025
Q3 		$1.93M Sell
6,375
-190
-3% -$55.4K 0.01% 676
2025
Q2 		$1.84M Sell
6,565
-340
-5% -$88.3K 0.01% 644
2025
Q1 		$1.75M Sell
6,905
-1,782
-21% -$477K 0.01% 608
2024
Q4 		$2.32M Buy
8,687
+1,996
+30% +$535K 0.01% 547
2024
Q3 		$1.74M Buy
+6,691
New +$1.68M 0.01% 515

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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Citigroup
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

Kovitz Investment Group Partners's VONE Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Vanguard Russell 1000 ETF (VONE) in Q4 2025, closing a stake of 6,375 shares — an estimated $1.93M sold.

Kovitz Investment Group Partners first reported a position in VONE in Q3 2024 and held it in 5 quarters. The position peaked at $2.32M in Q4 2024. 377 funds tracked by Wall St. Rank hold VONE as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Vanguard Russell 1000 ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 6,375 Vanguard Russell 1000 ETF shares in Q4 2025, an estimated $1.93M.
  • Kovitz Investment Group Partners first reported a position in Vanguard Russell 1000 ETF in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Vanguard Russell 1000 ETF position peaked at $2.32M in Q4 2024.
  • 377 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.