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 Q2	$843K	Sell	2,489 -25	-1%	-$8.2K	0.54%	56
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 $1.89T 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

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 New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Michels Family Financial's VONE Position: Q2 2026 in Review

Michels Family Financial reduced its Vanguard Russell 1000 ETF (VONE) stake by 0.99% in Q2 2026, selling an estimated $8.2K and leaving 2,489 shares worth $843K. The position accounts for 0.54% of the portfolio, ranked #56.

Michels Family Financial first reported a position in VONE in Q4 2024 and has held it in 7 quarters since. 409 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

Michels Family Financial held 2,489 shares of Vanguard Russell 1000 ETF worth $843K as of Q2 2026.
Michels Family Financial sold 25 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $8.2K.
Vanguard Russell 1000 ETF made up 0.54% of Michels Family Financial's portfolio in Q2 2026, its #56 holding.
Michels Family Financial first reported a position in Vanguard Russell 1000 ETF in Q4 2024 and has held it in 7 quarters since.
409 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Michels Family Financial's 13F filing for Q2 2026, filed 14 Aug 2026.