Nadler Financial Group’s Vanguard Russell 1000 ETF VONE Stock Holding History

Nadler Financial Group’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	$3.86M	Sell	13,095 -873	-6%	-$269K	0.37%	29
2025 Q4	$4.32M	Buy	13,968 +98	+0.7%	+$30K	0.4%	29
2025 Q3	$4.19M	Sell	13,870 -1,990	-13%	-$580K	0.4%	29
2025 Q2	$4.45M	Sell	15,860 -1,515	-9%	-$394K	0.46%	28
2025 Q1	$4.41M	Sell	17,375 -140	-0.8%	-$37.5K	0.49%	29
2024 Q4	$4.67M	Buy	17,515 +2,230	+15%	+$598K	0.49%	28
2024 Q3	$3.98M	Buy	15,285 +4,560	+43%	+$1.14M	0.44%	29
2024 Q2	$2.64M	Buy	10,725 +2,040	+23%	+$485K	0.31%	32
2024 Q1	$2.07M	Buy	8,685 +1,265	+17%	+$287K	0.26%	34
2023 Q4	$1.61M	Buy	7,420 +205	+3%	+$41.5K	0.22%	36
2023 Q3	$1.4M	Buy	7,215 +2,450	+51%	+$496K	0.21%	38
2023 Q2	$960K	Buy	4,765 +3,645	+325%	+$695K	0.14%	47
2023 Q1	$209K	Buy	+1,120	New	+$204K	0.03%	107

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

Nadler Financial Group's VONE Position: Q1 2026 in Review

Nadler Financial Group reduced its Vanguard Russell 1000 ETF (VONE) stake by 6.3% in Q1 2026, selling an estimated $269K and leaving 13,095 shares worth $3.86M. The position accounts for 0.37% of the portfolio, ranked #29.

Nadler Financial Group first reported a position in VONE in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.67M in Q4 2024. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

Nadler Financial Group held 13,095 shares of Vanguard Russell 1000 ETF worth $3.86M as of Q1 2026.
Nadler Financial Group sold 873 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $269K.
Vanguard Russell 1000 ETF made up 0.37% of Nadler Financial Group's portfolio in Q1 2026, its #29 holding.
Nadler Financial Group first reported a position in Vanguard Russell 1000 ETF in Q1 2023 and has held it in 13 quarters since.
Nadler Financial Group's Vanguard Russell 1000 ETF position peaked at $4.67M in Q4 2024.
385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Nadler Financial Group's 13F filing for Q1 2026, filed 4 May 2026.