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 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 $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Mutual Advisors's VONE Position: Q1 2026 in Review

Mutual Advisors reduced its Vanguard Russell 1000 ETF (VONE) stake by 8.4% in Q1 2026, selling an estimated $140K and leaving 4,911 shares worth $1.45M. The position accounts for 0.03% of the portfolio, ranked #464.

Mutual Advisors first reported a position in VONE in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.66M in Q4 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

Mutual Advisors held 4,911 shares of Vanguard Russell 1000 ETF worth $1.45M as of Q1 2026.
Mutual Advisors sold 453 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $140K.
Vanguard Russell 1000 ETF made up 0.03% of Mutual Advisors's portfolio in Q1 2026, its #464 holding.
Mutual Advisors first reported a position in Vanguard Russell 1000 ETF in Q3 2021 and has held it in 19 quarters since.
Mutual Advisors's Vanguard Russell 1000 ETF position peaked at $1.66M in Q4 2025.
385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.