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

NewEdge 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	$2.84M	Buy	9,637 +51	+0.5%	+$15.7K	0.01%	923
2025 Q4	$2.96M	Buy	9,586 +187	+2%	+$57.3K	0.01%	876
2025 Q3	$2.84M	Buy	9,399 +416	+5%	+$121K	0.01%	842
2025 Q2	$2.52M	Buy	8,983 +393	+5%	+$102K	0.01%	820
2025 Q1	$2.18M	Sell	8,590 -234	-3%	-$62.6K	0.01%	821
2024 Q4	$2.35M	Buy	8,824 +4,539	+106%	+$1.22M	0.01%	767
2024 Q3	$1.11M	Buy	4,285 +101	+2%	+$25.3K	0.01%	1051
2024 Q2	$1.03M	Sell	4,184 -21	-0.5%	-$4.99K	0.01%	1047
2024 Q1	$1M	Buy	4,205 +6	+0.1%	+$1.36K	0.01%	1001
2023 Q4	$911K	Buy	4,199 +637	+18%	+$129K	0.01%	978
2023 Q3	$693K	Buy	3,562 +3,373	+1,785%	+$683K	0.01%	1033
2023 Q2	$38.1K	Buy	189 +29	+18%	+$5.53K	﹤0.01%	2171
2023 Q1	$29.8K	Buy	+160	New	+$29.1K	﹤0.01%	2204

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

NewEdge Advisors's VONE Position: Q1 2026 in Review

NewEdge Advisors increased its Vanguard Russell 1000 ETF (VONE) stake by 0.53% in Q1 2026, buying an estimated $15.7K and bringing the position to 9,637 shares worth $2.84M. The position accounts for 0.01% of the portfolio, ranked #923.

NewEdge Advisors first reported a position in VONE in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.96M in Q4 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

NewEdge Advisors held 9,637 shares of Vanguard Russell 1000 ETF worth $2.84M as of Q1 2026.
NewEdge Advisors bought 51 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $15.7K.
Vanguard Russell 1000 ETF made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #923 holding.
NewEdge Advisors first reported a position in Vanguard Russell 1000 ETF in Q1 2023 and has held it in 13 quarters since.
NewEdge Advisors's Vanguard Russell 1000 ETF position peaked at $2.96M in Q4 2025.
385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.