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Outlook Wealth Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

Outlook Wealth 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
Q1 		$216K Hold
733
– – 0.05% 301
2025
Q4 		$227K Sell
733
-8
-1% -$2.45K 0.05% 284
2025
Q3 		$224K Hold
741
– – 0.06% 280
2025
Q2 		$208K Buy
+741
New +$192K 0.05% 265

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

Outlook Wealth Advisors's VONE Position: Q1 2026 in Review

Outlook Wealth Advisors held its Vanguard Russell 1000 ETF (VONE) position steady in Q1 2026 at 733 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #301.

Outlook Wealth Advisors first reported a position in VONE in Q2 2025 and has held it in 4 quarters since. The position peaked at $227K in Q4 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

  • Outlook Wealth Advisors held 733 shares of Vanguard Russell 1000 ETF worth $216K as of Q1 2026.
  • Outlook Wealth Advisors left its Vanguard Russell 1000 ETF share count unchanged in Q1 2026.
  • Vanguard Russell 1000 ETF made up 0.05% of Outlook Wealth Advisors's portfolio in Q1 2026, its #301 holding.
  • Outlook Wealth Advisors first reported a position in Vanguard Russell 1000 ETF in Q2 2025 and has held it in 4 quarters since.
  • Outlook Wealth Advisors's Vanguard Russell 1000 ETF position peaked at $227K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.