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NorthRock Partners’s Vanguard Russell 1000 ETF VONE Stock Holding History

NorthRock Partners’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
2025
Q2 		– Sell
-265
Closed -$67.3K – 939
2025
Q1 		$67.3K Sell
265
-100
-27% -$26.8K ﹤0.01% 658
2024
Q4 		$97.4K Hold
365
– – ﹤0.01% 618
2024
Q3 		$94.9K Hold
365
– – ﹤0.01% 659
2024
Q2 		$90.1K Hold
365
– – ﹤0.01% 626
2024
Q1 		$87K Sell
365
-100
-22% -$22.7K ﹤0.01% 633
2023
Q4 		$101K Buy
+465
New +$94.2K ﹤0.01% 590

Other funds holding VONE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NorthRock Partners's VONE Position: Q2 2025 in Review

NorthRock Partners sold out of Vanguard Russell 1000 ETF (VONE) in Q2 2025, closing a stake of 265 shares — an estimated $67.3K sold.

NorthRock Partners first reported a position in VONE in Q4 2023 and held it in 6 quarters. The position peaked at $101K in Q4 2023. 334 funds tracked by Wall St. Rank hold VONE as of Q2 2025.

  • NorthRock Partners reported no remaining Vanguard Russell 1000 ETF position as of Q2 2025 after selling out during the quarter.
  • NorthRock Partners sold 265 Vanguard Russell 1000 ETF shares in Q2 2025, an estimated $67.3K.
  • NorthRock Partners first reported a position in Vanguard Russell 1000 ETF in Q4 2023 and held it in 6 quarters.
  • NorthRock Partners's Vanguard Russell 1000 ETF position peaked at $101K in Q4 2023.
  • 334 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.