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Moser Wealth Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

Moser Wealth 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
2025
Q2 		$467K Buy
1,663
+25
+2% +$6.49K 0.22% 65
2025
Q1 		$416K Buy
1,638
+255
+18% +$68.2K 0.22% 68
2024
Q4 		$369K Buy
1,383
+383
+38% +$103K 0.19% 66
2024
Q3 		$260K Hold
1,000
– – 0.13% 71
2024
Q2 		$246K Buy
+1,000
New +$238K 0.13% 71

Other funds holding VONE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Moser Wealth Advisors's VONE Position: Q2 2025 in Review

Moser Wealth Advisors increased its Vanguard Russell 1000 ETF (VONE) stake by 1.5% in Q2 2025, buying an estimated $6.49K and bringing the position to 1,663 shares worth $467K. The position accounts for 0.22% of the portfolio, ranked #65.

Moser Wealth Advisors first reported a position in VONE in Q2 2024 and has held it in 5 quarters since. 334 funds tracked by Wall St. Rank hold VONE as of Q2 2025.

  • Moser Wealth Advisors held 1,663 shares of Vanguard Russell 1000 ETF worth $467K as of Q2 2025.
  • Moser Wealth Advisors bought 25 Vanguard Russell 1000 ETF shares in Q2 2025, an estimated $6.49K.
  • Vanguard Russell 1000 ETF made up 0.22% of Moser Wealth Advisors's portfolio in Q2 2025, its #65 holding.
  • Moser Wealth Advisors first reported a position in Vanguard Russell 1000 ETF in Q2 2024 and has held it in 5 quarters since.
  • 334 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.