NRW
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Nova R Wealth’s Vanguard Russell 1000 ETF VONE Stock Holding History

Nova R Wealth’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 		$9.03M Sell
26,655
-926
-3% -$304K 2.63% 11
2026
Q1 		$8.14M Sell
27,581
-95
-0.3% -$29.3K 2.6% 12
2025
Q4 		$8.55M Buy
27,676
+11,399
+70% +$3.49M 3.12% 11
2025
Q3 		$4.92M Sell
16,277
-445
-3% -$130K 2.09% 13
2025
Q2 		$4.7M Sell
16,722
-73
-0.4% -$19K 2.18% 14
2025
Q1 		$4.26M Sell
16,795
-201
-1% -$53.8K 2.11% 14
2024
Q4 		$4.53M Sell
16,996
-287
-2% -$76.9K 2.29% 13
2024
Q3 		$4.49M Sell
17,283
-99
-0.6% -$24.8K 2.21% 13
2024
Q2 		$4.28M Sell
17,382
-1,064
-6% -$253K 2.2% 13
2024
Q1 		$4.4M Buy
18,446
+1,114
+6% +$253K 2.3% 14
2023
Q4 		$3.76M Sell
17,332
-779
-4% -$158K 2.37% 12
2023
Q3 		$3.53M Buy
18,111
+1,071
+6% +$217K 2.43% 12
2023
Q2 		$3.43M Buy
17,040
+1,945
+13% +$371K 2.3% 12
2023
Q1 		$2.81M Buy
15,095
+260
+2% +$47.3K 1.9% 13
2022
Q4 		$2.59M Buy
14,835
+3,703
+33% +$649K 1.89% 13
2022
Q3 		$1.82M Buy
11,132
+2,562
+30% +$465K 1.48% 16
2022
Q2 		$1.47M Buy
+8,570
New +$1.6M 1.21% 20

Other funds holding VONE

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FCC
Flower City Capital Pittsford, New York $227M AUM 23.31% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
CWM
Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Nova R Wealth's VONE Position: Q2 2026 in Review

Nova R Wealth reduced its Vanguard Russell 1000 ETF (VONE) stake by 3.4% in Q2 2026, selling an estimated $304K and leaving 26,655 shares worth $9.03M. The position accounts for 2.63% of the portfolio, ranked #11.

Nova R Wealth first reported a position in VONE in Q2 2022 and has held it in 17 quarters since. 53 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

  • Nova R Wealth held 26,655 shares of Vanguard Russell 1000 ETF worth $9.03M as of Q2 2026.
  • Nova R Wealth sold 926 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $304K.
  • Vanguard Russell 1000 ETF made up 2.63% of Nova R Wealth's portfolio in Q2 2026, its #11 holding.
  • Nova R Wealth first reported a position in Vanguard Russell 1000 ETF in Q2 2022 and has held it in 17 quarters since.
  • 53 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Nova R Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.