Mutual Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

Mutual 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 Q2	$1.66M	Buy	4,912 +1	+0%	+$328	0.03%	467
2026 Q1	$1.45M	Sell	4,911 -453	-8%	-$140K	0.03%	464
2025 Q4	$1.66M	Buy	5,364 +1	+0%	+$306	0.04%	413
2025 Q3	$1.64M	Buy	5,363 +1	+0%	+$291	0.04%	419
2025 Q2	$1.55M	Buy	5,362 +2	+0%	+$520	0.04%	374
2025 Q1	$1.34M	Buy	5,360 +106	+2%	+$28.4K	0.04%	372
2024 Q4	$1.42M	Buy	5,254 +301	+6%	+$80.7K	0.04%	372
2024 Q3	$1.3M	Hold	4,953	–	–	0.04%	397
2024 Q2	$1.22M	Hold	4,953	–	–	0.04%	422
2024 Q1	$1.18M	Hold	4,953	–	–	0.04%	431
2023 Q4	$1.07M	Sell	4,953 -601	-11%	-$122K	0.04%	435
2023 Q3	$1.08M	Hold	5,554	–	–	0.04%	401
2023 Q2	$1.12M	Hold	5,554	–	–	0.04%	401
2023 Q1	$1.03M	Hold	5,554	–	–	0.04%	414
2022 Q4	$968K	Buy	5,554 +34	+0.6%	+$5.96K	0.04%	413
2022 Q3	$902K	Buy	5,520 +1,554	+39%	+$282K	0.05%	395
2022 Q2	$681K	Hold	3,966	–	–	0.05%	446
2022 Q1	$822K	Hold	3,966	–	–	0.05%	435
2021 Q4	$868K	Buy	3,966 +47	+1%	+$10K	0.05%	425
2021 Q3	$785K	Buy	+3,919	New	+$806K	0.05%	412

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

Mutual Advisors's VONE Position: Q2 2026 in Review

Mutual Advisors increased its Vanguard Russell 1000 ETF (VONE) stake by 0.02% in Q2 2026, buying an estimated $328 and bringing the position to 4,912 shares worth $1.66M. The position accounts for 0.03% of the portfolio, ranked #467.

Mutual Advisors first reported a position in VONE in Q3 2021 and has held it in 20 quarters since. 409 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

Mutual Advisors held 4,912 shares of Vanguard Russell 1000 ETF worth $1.66M as of Q2 2026.
Mutual Advisors bought 1 Vanguard Russell 1000 ETF share in Q2 2026, an estimated $328.
Vanguard Russell 1000 ETF made up 0.03% of Mutual Advisors's portfolio in Q2 2026, its #467 holding.
Mutual Advisors first reported a position in Vanguard Russell 1000 ETF in Q3 2021 and has held it in 20 quarters since.
409 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.