Midwest Trust
VONE icon

Midwest Trust’s Vanguard Russell 1000 ETF VONE Stock Holding History

Midwest Trust’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 		$1.03M Buy
2,988
+192
+7% +$66K 0.01% 369
2026
Q2 		$947K Hold
2,796
– – 0.01% 364
2026
Q1 		$825K Hold
2,796
– – 0.01% 364
2025
Q4 		$864K Hold
2,796
– – 0.01% 351
2025
Q3 		$845K Buy
2,796
+36
+1% +$10.5K 0.01% 359
2025
Q2 		$775K Buy
+2,760
New +$717K 0.01% 372

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

Midwest Trust's VONE Position: Q3 2026 in Review

Midwest Trust increased its Vanguard Russell 1000 ETF (VONE) stake by 6.9% in Q3 2026, buying an estimated $66K and bringing the position to 2,988 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #369.

Midwest Trust first reported a position in VONE in Q2 2025 and has held it in 6 quarters since. 102 funds tracked by Wall St. Rank hold VONE as of Q3 2026.

  • Midwest Trust held 2,988 shares of Vanguard Russell 1000 ETF worth $1.03M as of Q3 2026.
  • Midwest Trust bought 192 Vanguard Russell 1000 ETF shares in Q3 2026, an estimated $66K.
  • Vanguard Russell 1000 ETF made up 0.01% of Midwest Trust's portfolio in Q3 2026, its #369 holding.
  • Midwest Trust first reported a position in Vanguard Russell 1000 ETF in Q2 2025 and has held it in 6 quarters since.
  • 102 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.