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 Q2	$3.97M	Sell	11,725 -1,370	-10%	-$449K	0.34%	30
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 $1.89T 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

Nadler Financial Group's VONE Position: Q2 2026 in Review

Nadler Financial Group reduced its Vanguard Russell 1000 ETF (VONE) stake by 10% in Q2 2026, selling an estimated $449K and leaving 11,725 shares worth $3.97M. The position accounts for 0.34% of the portfolio, ranked #30.

Nadler Financial Group first reported a position in VONE in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.67M in Q4 2024. 410 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

Nadler Financial Group held 11,725 shares of Vanguard Russell 1000 ETF worth $3.97M as of Q2 2026.
Nadler Financial Group sold 1,370 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $449K.
Vanguard Russell 1000 ETF made up 0.34% of Nadler Financial Group's portfolio in Q2 2026, its #30 holding.
Nadler Financial Group first reported a position in Vanguard Russell 1000 ETF in Q1 2023 and has held it in 14 quarters since.
Nadler Financial Group's Vanguard Russell 1000 ETF position peaked at $4.67M in Q4 2024.
410 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.