LPWM LLC
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
Q3 		$5.89M Buy
17,126
+346
+2% +$119K 1.29% 13
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

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Flower City Capital
Flower City Capital Pittsford, New York $234M AUM 15.69% 1-Year Est. Return
Sherrill & Hutchins Financial Advisory
Sherrill & Hutchins Financial Advisory Atlanta, Georgia $207M AUM 7.48% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Cherrydale Wealth Management
Cherrydale Wealth Management Hoboken, New Jersey $386M AUM 17.17% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Stegner Investment Associates
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

LPWM LLC's VONE Position: Q3 2026 in Review

LPWM LLC increased its Vanguard Russell 1000 ETF (VONE) stake by 2.1% in Q3 2026, buying an estimated $119K and bringing the position to 17,126 shares worth $5.89M. The position accounts for 1.29% of the portfolio, ranked #13.

LPWM LLC first reported a position in VONE in Q4 2019 and has held it in 28 quarters since. 76 funds tracked by Wall St. Rank hold VONE as of Q3 2026.

  • LPWM LLC held 17,126 shares of Vanguard Russell 1000 ETF worth $5.89M as of Q3 2026.
  • LPWM LLC bought 346 Vanguard Russell 1000 ETF shares in Q3 2026, an estimated $119K.
  • Vanguard Russell 1000 ETF made up 1.29% of LPWM LLC's portfolio in Q3 2026, its #13 holding.
  • LPWM LLC first reported a position in Vanguard Russell 1000 ETF in Q4 2019 and has held it in 28 quarters since.
  • 76 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2026.

Based on LPWM LLC's 13F filing for Q3 2026, filed 20 Oct 2026.