Modera Wealth Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

Modera Wealth Management’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	$813K	Buy	2,400 +15	+0.6%	+$4.92K	0.01%	379
2026 Q1	$704K	Buy	2,385 +37	+2%	+$11.4K	0.01%	377
2025 Q4	$726K	Hold	2,348	–	–	0.01%	387
2025 Q3	$710K	Buy	2,348 +29	+1%	+$8.45K	0.01%	394
2025 Q2	$651K	Hold	2,319	–	–	0.01%	397
2025 Q1	$589K	Sell	2,319 -25	-1%	-$6.69K	0.01%	400
2024 Q4	$625K	Sell	2,344 -115	-5%	-$30.8K	0.01%	397
2024 Q3	$640K	Buy	2,459 +15	+0.6%	+$3.76K	0.01%	371
2024 Q2	$601K	Buy	+2,444	New	+$581K	0.01%	364

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

Modera Wealth Management's VONE Position: Q2 2026 in Review

Modera Wealth Management increased its Vanguard Russell 1000 ETF (VONE) stake by 0.63% in Q2 2026, buying an estimated $4.92K and bringing the position to 2,400 shares worth $813K. The position accounts for 0.01% of the portfolio, ranked #379.

Modera Wealth Management first reported a position in VONE in Q2 2024 and has held it in 9 quarters since. 409 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

Modera Wealth Management held 2,400 shares of Vanguard Russell 1000 ETF worth $813K as of Q2 2026.
Modera Wealth Management bought 15 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $4.92K.
Vanguard Russell 1000 ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #379 holding.
Modera Wealth Management first reported a position in Vanguard Russell 1000 ETF in Q2 2024 and has held it in 9 quarters since.
409 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.