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

Litman Gregory 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
2025 Q4	$20.4M	Sell	66,031 -971	-1%	-$298K	1.49%	14
2025 Q3	$20.3M	Sell	67,002 -656	-1%	-$191K	1.51%	14
2025 Q2	$19M	Buy	67,658 +4,206	+7%	+$1.09M	1.49%	16
2025 Q1	$16.1M	Sell	63,452 -1,620	-2%	-$434K	1.38%	16
2024 Q4	$17.4M	Sell	65,072 -1,286	-2%	-$345K	1.5%	16
2024 Q3	$17.3M	Sell	66,358 -1,077	-2%	-$270K	1.44%	17
2024 Q2	$16.6M	Sell	67,435 -2,845	-4%	-$676K	1.47%	16
2024 Q1	$16.7M	Sell	70,280 -696	-1%	-$158K	1.52%	17
2023 Q4	$15.4M	Sell	70,976 -499	-0.7%	-$101K	1.46%	16
2023 Q3	$13.9M	Sell	71,475 -826	-1%	-$167K	1.44%	16
2023 Q2	$14.6M	Buy	+72,301	New	+$13.8M	1.82%	14
2023 Q1	–	Sell	-78,600	Closed	-$13.7M	–	103
2022 Q4	$13.7M	Buy	+78,600	New	+$13.8M	1.91%	12

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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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

Litman Gregory Wealth Management's VONE Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its Vanguard Russell 1000 ETF (VONE) stake by 1.4% in Q4 2025, selling an estimated $298K and leaving 66,031 shares worth $20.4M. The position accounts for 1.49% of the portfolio, ranked #14.

Litman Gregory Wealth Management first reported a position in VONE in Q4 2022 and has held it in 12 quarters since. 377 funds tracked by Wall St. Rank hold VONE as of Q4 2025.

Litman Gregory Wealth Management held 66,031 shares of Vanguard Russell 1000 ETF worth $20.4M as of Q4 2025.
Litman Gregory Wealth Management sold 971 Vanguard Russell 1000 ETF shares in Q4 2025, an estimated $298K.
Vanguard Russell 1000 ETF made up 1.49% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #14 holding.
Litman Gregory Wealth Management first reported a position in Vanguard Russell 1000 ETF in Q4 2022 and has held it in 12 quarters since.
377 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.