MGIA
VONE icon

Moneta Group Investment Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

Moneta Group Investment Advisors’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 		$432K Sell
1,463
-47
-3% -$14.5K ﹤0.01% 543
2025
Q4 		$467K Hold
1,510
– – ﹤0.01% 516
2025
Q3 		$457K Buy
+1,510
New +$440K ﹤0.01% 520

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

Moneta Group Investment Advisors's VONE Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Vanguard Russell 1000 ETF (VONE) stake by 3.1% in Q1 2026, selling an estimated $14.5K and leaving 1,463 shares worth $432K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Moneta Group Investment Advisors first reported a position in VONE in Q3 2025 and has held it in 3 quarters since. The position peaked at $467K in Q4 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

  • Moneta Group Investment Advisors held 1,463 shares of Vanguard Russell 1000 ETF worth $432K as of Q1 2026.
  • Moneta Group Investment Advisors sold 47 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $14.5K.
  • Vanguard Russell 1000 ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #543 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard Russell 1000 ETF in Q3 2025 and has held it in 3 quarters since.
  • Moneta Group Investment Advisors's Vanguard Russell 1000 ETF position peaked at $467K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.