Lodestar Private Asset Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

Lodestar Private Asset 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	-913	Closed	-$282K	–	236
2025 Q4	$282K	Buy	913 +4	+0.4%	+$1.23K	0.03%	195
2025 Q3	$275K	Hold	909	–	–	0.03%	195
2025 Q2	$255K	Buy	909 +103	+13%	+$26.8K	0.03%	200
2025 Q1	$205K	Buy	+806	New	+$216K	0.03%	216

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 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

Lodestar Private Asset Management's VONE Position: Q1 2026 in Review

Lodestar Private Asset Management sold out of Vanguard Russell 1000 ETF (VONE) in Q1 2026, closing a stake of 913 shares — an estimated $282K sold.

Lodestar Private Asset Management first reported a position in VONE in Q1 2025 and held it in 4 quarters. The position peaked at $282K in Q4 2025. 387 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

Lodestar Private Asset Management reported no remaining Vanguard Russell 1000 ETF position as of Q1 2026 after selling out during the quarter.
Lodestar Private Asset Management sold 913 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $282K.
Lodestar Private Asset Management first reported a position in Vanguard Russell 1000 ETF in Q1 2025 and held it in 4 quarters.
Lodestar Private Asset Management's Vanguard Russell 1000 ETF position peaked at $282K in Q4 2025.
387 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.