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 Q2	–	Sell	-733	Closed	-$216K	–	332
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 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

Outlook Wealth Advisors's VONE Position: Q2 2026 in Review

Outlook Wealth Advisors sold out of Vanguard Russell 1000 ETF (VONE) in Q2 2026, closing a stake of 733 shares — an estimated $216K sold.

Outlook Wealth Advisors first reported a position in VONE in Q2 2025 and held it in 4 quarters. The position peaked at $227K in Q4 2025. 409 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

Outlook Wealth Advisors reported no remaining Vanguard Russell 1000 ETF position as of Q2 2026 after selling out during the quarter.
Outlook Wealth Advisors sold 733 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $216K.
Outlook Wealth Advisors first reported a position in Vanguard Russell 1000 ETF in Q2 2025 and held it in 4 quarters.
Outlook Wealth Advisors's Vanguard Russell 1000 ETF position peaked at $227K in Q4 2025.
409 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.