O'Dell Group’s Vanguard Russell 1000 ETF VONE Stock Holding History

O'Dell 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
2025 Q1	–	Sell	-896	Closed	-$239K	–	99
2024 Q4	$239K	Buy	896 +3	+0.3%	+$804	0.05%	91
2024 Q3	$232K	Buy	893 +5	+0.6%	+$1.25K	0.05%	85
2024 Q2	$212K	Hold	888	–	–	0.05%	83
2024 Q1	$212K	Buy	888 +3	+0.3%	+$680	0.05%	83
2023 Q4	$192K	Buy	+885	New	+$179K	0.05%	87
2023 Q3	–	Sell	-878	Closed	-$177K	–	475
2023 Q2	$177K	Buy	+878	New	+$167K	0.05%	85

Other funds holding VONE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

O'Dell Group's VONE Position: Q1 2025 in Review

O'Dell Group sold out of Vanguard Russell 1000 ETF (VONE) in Q1 2025, closing a stake of 896 shares — an estimated $239K sold.

O'Dell Group first reported a position in VONE in Q2 2023 and held it in 6 quarters. The position peaked at $239K in Q4 2024. 315 funds tracked by Wall St. Rank hold VONE as of Q1 2025.

O'Dell Group reported no remaining Vanguard Russell 1000 ETF position as of Q1 2025 after selling out during the quarter.
O'Dell Group sold 896 Vanguard Russell 1000 ETF shares in Q1 2025, an estimated $239K.
O'Dell Group first reported a position in Vanguard Russell 1000 ETF in Q2 2023 and held it in 6 quarters.
O'Dell Group's Vanguard Russell 1000 ETF position peaked at $239K in Q4 2024.
315 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2025.

Based on O'Dell Group's 13F filing for Q1 2025, filed 21 Apr 2025.