Landmark Wealth Management (New York)’s Vanguard Russell 1000 ETF VONE Stock Holding History

Landmark Wealth Management (New York)’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 Q2	$2.42M	Buy	7,152 +34	+0.5%	+$11.1K	0.58%	40
2026 Q1	$2.1M	Buy	7,118 +1,727	+32%	+$533K	0.56%	40
2025 Q4	$1.67M	Buy	5,391 +28	+0.5%	+$8.58K	0.64%	36
2025 Q3	$1.62M	Sell	5,363 -31	-0.6%	-$9.03K	0.64%	39
2025 Q2	$1.51M	Sell	5,394 -81	-1%	-$21K	0.65%	37
2025 Q1	$1.39M	Buy	5,475 +94	+2%	+$25.2K	0.61%	40
2024 Q4	$1.44M	Sell	5,381 -59	-1%	-$15.8K	0.64%	38
2024 Q3	$1.42M	Sell	5,440 -246	-4%	-$61.6K	0.62%	38
2024 Q2	$1.4M	Sell	5,686 -135	-2%	-$32.1K	1.09%	25
2024 Q1	$1.39M	Sell	5,821 -360	-6%	-$81.6K	0.64%	39
2023 Q4	$1.34M	Sell	6,181 -225	-4%	-$45.6K	0.66%	36
2023 Q3	$1.25M	Sell	6,406 -342	-5%	-$69.2K	0.71%	36
2023 Q2	$1.36M	Sell	6,748 -394	-6%	-$75.1K	1.21%	22
2023 Q1	$1.33M	Buy	7,142 +5,207	+269%	+$948K	0.74%	35
2022 Q4	$337K	Buy	1,935 +113	+6%	+$19.8K	0.24%	49
2022 Q3	$298K	Buy	1,822 +241	+15%	+$43.7K	0.23%	52
2022 Q2	$272K	Sell	1,581 -1,246	-44%	-$233K	0.35%	32
2022 Q1	$586K	Buy	+2,827	New	+$577K	0.31%	44

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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 New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Landmark Wealth Management (New York)'s VONE Position: Q2 2026 in Review

Landmark Wealth Management (New York) increased its Vanguard Russell 1000 ETF (VONE) stake by 0.48% in Q2 2026, buying an estimated $11.1K and bringing the position to 7,152 shares worth $2.42M. The position accounts for 0.58% of the portfolio, ranked #40.

Landmark Wealth Management (New York) first reported a position in VONE in Q1 2022 and has held it in 18 quarters since. 410 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

Landmark Wealth Management (New York) held 7,152 shares of Vanguard Russell 1000 ETF worth $2.42M as of Q2 2026.
Landmark Wealth Management (New York) bought 34 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $11.1K.
Vanguard Russell 1000 ETF made up 0.58% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #40 holding.
Landmark Wealth Management (New York) first reported a position in Vanguard Russell 1000 ETF in Q1 2022 and has held it in 18 quarters since.
410 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.