MASECO Private Wealth
VONE icon

MASECO Private Wealth’s Vanguard Russell 1000 ETF VONE Stock Holding History

MASECO Private Wealth’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 		$8.26K Sell
24
-12
-33% -$4.13K ﹤0.01% 287
2026
Q2 		$12.2K Hold
36
– – ﹤0.01% 241
2026
Q1 		$10.6K Hold
36
– – ﹤0.01% 242
2025
Q4 		$11.1K Hold
36
– – ﹤0.01% 332
2025
Q3 		$10.9K Buy
+36
New +$10.5K ﹤0.01% 173

Other funds holding VONE

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Red Cedar Investment Management
Red Cedar Investment Management Grand Rapids, Michigan $1.04B AUM 20.48% 1-Year Est. Return
Jordan Park Group
Jordan Park Group San Francisco, California $2B AUM 16.09% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 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

MASECO Private Wealth's VONE Position: Q3 2026 in Review

MASECO Private Wealth reduced its Vanguard Russell 1000 ETF (VONE) stake by 33% in Q3 2026, selling an estimated $4.13K and leaving 24 shares worth $8.26K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

MASECO Private Wealth first reported a position in VONE in Q3 2025 and has held it in 5 quarters since. The position peaked at $12.2K in Q2 2026. 268 funds tracked by Wall St. Rank hold VONE as of Q3 2026.

  • MASECO Private Wealth held 24 shares of Vanguard Russell 1000 ETF worth $8.26K as of Q3 2026.
  • MASECO Private Wealth sold 12 Vanguard Russell 1000 ETF shares in Q3 2026, an estimated $4.13K.
  • Vanguard Russell 1000 ETF made up ﹤0.01% of MASECO Private Wealth's portfolio in Q3 2026, its #287 holding.
  • MASECO Private Wealth first reported a position in Vanguard Russell 1000 ETF in Q3 2025 and has held it in 5 quarters since.
  • MASECO Private Wealth's Vanguard Russell 1000 ETF position peaked at $12.2K in Q2 2026.
  • 268 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2026.

Based on MASECO Private Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.