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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citigroup
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

Modera Wealth Management's VONE Position: Q1 2026 in Review

Modera Wealth Management increased its Vanguard Russell 1000 ETF (VONE) stake by 1.6% in Q1 2026, buying an estimated $11.4K and bringing the position to 2,385 shares worth $704K. The position accounts for 0.01% of the portfolio, ranked #377.

Modera Wealth Management first reported a position in VONE in Q2 2024 and has held it in 8 quarters since. The position peaked at $726K in Q4 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

  • Modera Wealth Management held 2,385 shares of Vanguard Russell 1000 ETF worth $704K as of Q1 2026.
  • Modera Wealth Management bought 37 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $11.4K.
  • Vanguard Russell 1000 ETF made up 0.01% of Modera Wealth Management's portfolio in Q1 2026, its #377 holding.
  • Modera Wealth Management first reported a position in Vanguard Russell 1000 ETF in Q2 2024 and has held it in 8 quarters since.
  • Modera Wealth Management's Vanguard Russell 1000 ETF position peaked at $726K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.