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 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 -4,073	-72%	-$762K	0.35%	32
2022 Q1	$589K	Buy	+5,654	New	+$1.15M	0.31%	45

Other funds holding VONE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Landmark Wealth Management (New York)'s VONE Position: Q1 2026 in Review

Landmark Wealth Management (New York) increased its Vanguard Russell 1000 ETF (VONE) stake by 32% in Q1 2026, buying an estimated $533K and bringing the position to 7,118 shares worth $2.1M. The position accounts for 0.56% of the portfolio, ranked #40.

Landmark Wealth Management (New York) first reported a position in VONE in Q1 2022 and has held it in 17 quarters since. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

Landmark Wealth Management (New York) held 7,118 shares of Vanguard Russell 1000 ETF worth $2.1M as of Q1 2026.
Landmark Wealth Management (New York) bought 1,727 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $533K.
Vanguard Russell 1000 ETF made up 0.56% of Landmark Wealth Management (New York)'s portfolio in Q1 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 17 quarters since.
385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.