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Okabena Investment Services’s Vanguard Russell 1000 ETF VONE Stock Holding History

Okabena Investment Services’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 		$273K Hold
805
– – 0.05% 134
2026
Q1 		$238K Buy
+805
New +$248K 0.05% 143

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
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

Okabena Investment Services's VONE Position: Q2 2026 in Review

Okabena Investment Services held its Vanguard Russell 1000 ETF (VONE) position steady in Q2 2026 at 805 shares worth $273K. The position accounts for 0.05% of the portfolio, ranked #134.

Okabena Investment Services first reported a position in VONE in Q1 2026 and has held it in 2 quarters since. 411 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

  • Okabena Investment Services held 805 shares of Vanguard Russell 1000 ETF worth $273K as of Q2 2026.
  • Okabena Investment Services left its Vanguard Russell 1000 ETF share count unchanged in Q2 2026.
  • Vanguard Russell 1000 ETF made up 0.05% of Okabena Investment Services's portfolio in Q2 2026, its #134 holding.
  • Okabena Investment Services first reported a position in Vanguard Russell 1000 ETF in Q1 2026 and has held it in 2 quarters since.
  • 411 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.