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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
Q1 		$238K Buy
+805
New +$248K 0.05% 143

Other funds holding VONE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citigroup
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

Okabena Investment Services's VONE Position: Q1 2026 in Review

Okabena Investment Services opened a new position in Vanguard Russell 1000 ETF (VONE) in Q1 2026: 805 shares worth $238K. The stake represents 0.05% of the portfolio and ranks #143 among its holdings.

385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

  • Okabena Investment Services held 805 shares of Vanguard Russell 1000 ETF worth $238K as of Q1 2026.
  • Vanguard Russell 1000 ETF was a new Okabena Investment Services position in Q1 2026.
  • Vanguard Russell 1000 ETF made up 0.05% of Okabena Investment Services's portfolio in Q1 2026, its #143 holding.
  • 385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Okabena Investment Services's 13F filing for Q1 2026, filed 15 May 2026.