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

Pacific Excel 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	$339K	Buy	+1,002	New	+$328K	0.13%	128

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

Pacific Excel Wealth Advisors's VONE Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Vanguard Russell 1000 ETF (VONE) in Q2 2026: 1,002 shares worth $339K. The stake represents 0.13% of the portfolio and ranks #128 among its holdings.

407 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

Pacific Excel Wealth Advisors held 1,002 shares of Vanguard Russell 1000 ETF worth $339K as of Q2 2026.
Vanguard Russell 1000 ETF was a new Pacific Excel Wealth Advisors position in Q2 2026.
Vanguard Russell 1000 ETF made up 0.13% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #128 holding.
407 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.