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 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

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

Midwest Trust's VONE Position: Q2 2026 in Review

Midwest Trust held its Vanguard Russell 1000 ETF (VONE) position steady in Q2 2026 at 2,796 shares worth $947K. The position accounts for 0.01% of the portfolio, ranked #364.

Midwest Trust first reported a position in VONE in Q2 2025 and has held it in 5 quarters since. 409 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

Midwest Trust held 2,796 shares of Vanguard Russell 1000 ETF worth $947K as of Q2 2026.
Midwest Trust left its Vanguard Russell 1000 ETF share count unchanged in Q2 2026.
Vanguard Russell 1000 ETF made up 0.01% of Midwest Trust's portfolio in Q2 2026, its #364 holding.
Midwest Trust first reported a position in Vanguard Russell 1000 ETF in Q2 2025 and has held it in 5 quarters since.
409 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.