Michels Family Financial’s Vanguard Russell 1000 ETF VONE Stock Holding History

Michels Family Financial’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	$742K	Sell	2,514 -14	-0.6%	-$4.32K	0.54%	59
2025 Q4	$781K	Sell	2,528 -3	-0.1%	-$919	0.57%	54
2025 Q3	$765K	Sell	2,531 -74	-3%	-$21.6K	0.6%	52
2025 Q2	$732K	Sell	2,605 -4	-0.2%	-$1.04K	0.62%	47
2025 Q1	$662K	Sell	2,609 -16	-0.6%	-$4.28K	0.6%	53
2024 Q4	$700K	Buy	+2,625	New	+$704K	0.64%	48

Other funds holding VONE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

Michels Family Financial's VONE Position: Q1 2026 in Review

Michels Family Financial reduced its Vanguard Russell 1000 ETF (VONE) stake by 0.55% in Q1 2026, selling an estimated $4.32K and leaving 2,514 shares worth $742K. The position accounts for 0.54% of the portfolio, ranked #59.

Michels Family Financial first reported a position in VONE in Q4 2024 and has held it in 6 quarters since. The position peaked at $781K in Q4 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

Michels Family Financial held 2,514 shares of Vanguard Russell 1000 ETF worth $742K as of Q1 2026.
Michels Family Financial sold 14 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $4.32K.
Vanguard Russell 1000 ETF made up 0.54% of Michels Family Financial's portfolio in Q1 2026, its #59 holding.
Michels Family Financial first reported a position in Vanguard Russell 1000 ETF in Q4 2024 and has held it in 6 quarters since.
Michels Family Financial's Vanguard Russell 1000 ETF position peaked at $781K in Q4 2025.
385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.