Operose Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

Operose Advisors’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	$691K	Buy	2,040 +1,877	+1,152%	+$615K	0.13%	82
2026 Q1	$48K	Sell	163 -89	-35%	-$27.4K	0.01%	290
2025 Q4	$78K	Hold	252	–	–	0.02%	246
2025 Q3	$76.1K	Buy	+252	New	+$73.4K	0.02%	225

Other funds holding VONE

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

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

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

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

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

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

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

Operose Advisors's VONE Position: Q2 2026 in Review

Operose Advisors increased its Vanguard Russell 1000 ETF (VONE) stake by 1,152% in Q2 2026, buying an estimated $615K and bringing the position to 2,040 shares worth $691K. The position accounts for 0.13% of the portfolio, ranked #82.

Operose Advisors first reported a position in VONE in Q3 2025 and has held it in 4 quarters since. 411 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

Operose Advisors held 2,040 shares of Vanguard Russell 1000 ETF worth $691K as of Q2 2026.
Operose Advisors bought 1,877 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $615K.
Vanguard Russell 1000 ETF made up 0.13% of Operose Advisors's portfolio in Q2 2026, its #82 holding.
Operose Advisors first reported a position in Vanguard Russell 1000 ETF in Q3 2025 and has held it in 4 quarters since.
411 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.