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VONE icon

LPWM LLC’s Vanguard Russell 1000 ETF VONE Stock Holding History

LPWM LLC’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 		$5.68M Buy
16,780
+606
+4% +$199K 1.26% 15
2026
Q1 		$4.77M Buy
16,174
+122
+0.8% +$37.6K 1.2% 14
2025
Q4 		$4.96M Buy
16,052
+381
+2% +$117K 1.25% 13
2025
Q3 		$4.74M Buy
15,671
+107
+0.7% +$31.2K 1.26% 14
2025
Q2 		$4.37M Sell
15,564
-223
-1% -$57.9K 1.28% 16
2025
Q1 		$4.01M Sell
15,787
-4,758
-23% -$1.27M 1.29% 17
2024
Q4 		$5.48M Sell
20,545
-779
-4% -$209K 1.76% 13
2024
Q3 		$5.48M Sell
21,324
-3
-0% -$751 1.8% 12
2024
Q2 		$5.35M Buy
21,327
+1,689
+9% +$401K 1.85% 11
2024
Q1 		$4.6M Buy
19,638
+774
+4% +$176K 1.69% 13
2023
Q4 		$4.02M Buy
18,864
+4,440
+31% +$899K 1.59% 14
2023
Q3 		$2.8M Buy
14,424
+473
+3% +$95.7K 1.26% 15
2023
Q2 		$2.81M Sell
13,951
-39
-0.3% -$7.44K 1.24% 16
2023
Q1 		$2.61M Sell
13,990
-702
-5% -$128K 1.25% 16
2022
Q4 		$2.61M Buy
14,692
+4,193
+40% +$734K 1.4% 15
2022
Q3 		$1.72M Sell
10,499
-161
-2% -$29.2K 1.02% 20
2022
Q2 		$1.89M Buy
10,660
+642
+6% +$120K 1.05% 18
2022
Q1 		$2.06M Buy
10,018
+28
+0.3% +$5.72K 1.02% 18
2021
Q4 		$2.19M Buy
9,990
+2,198
+28% +$468K 1.16% 13
2021
Q3 		$1.58M Buy
7,792
+60
+0.8% +$12.3K 0.94% 16
2021
Q2 		$1.57M Buy
7,732
+361
+5% +$70.4K 0.94% 15
2021
Q1 		$1.38M Buy
7,371
+9
+0.1% +$1.63K 0.93% 18
2020
Q4 		$1.29M Sell
7,362
-668
-8% -$110K 0.96% 16
2020
Q3 		$1.25M Buy
8,030
+840
+12% +$128K 1.02% 18
2020
Q2 		$1.02M Hold
7,190
– – 0.93% 19
2020
Q1 		$843K Buy
7,190
+272
+4% +$38K 0.92% 17
2019
Q4 		$1.02M Buy
+6,918
New +$976K 0.94% 16

Other funds holding VONE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

LPWM LLC's VONE Position: Q2 2026 in Review

LPWM LLC increased its Vanguard Russell 1000 ETF (VONE) stake by 3.7% in Q2 2026, buying an estimated $199K and bringing the position to 16,780 shares worth $5.68M. The position accounts for 1.26% of the portfolio, ranked #15.

LPWM LLC first reported a position in VONE in Q4 2019 and has held it in 27 quarters since. 408 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

  • LPWM LLC held 16,780 shares of Vanguard Russell 1000 ETF worth $5.68M as of Q2 2026.
  • LPWM LLC bought 606 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $199K.
  • Vanguard Russell 1000 ETF made up 1.26% of LPWM LLC's portfolio in Q2 2026, its #15 holding.
  • LPWM LLC first reported a position in Vanguard Russell 1000 ETF in Q4 2019 and has held it in 27 quarters since.
  • 408 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.