&Partners’s Vanguard Russell 1000 ETF VONE Stock Holding History

&Partners’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	$938K	Buy	2,768 +155	+6%	+$50.8K	﹤0.01%	1453
2026 Q1	$771K	Buy	2,613 +223	+9%	+$68.8K	﹤0.01%	1447
2025 Q4	$738K	Buy	2,390 +319	+15%	+$97.8K	﹤0.01%	1405
2025 Q3	$626K	Buy	2,071 +497	+32%	+$145K	﹤0.01%	1323
2025 Q2	$458K	Buy	1,574 +26	+2%	+$6.75K	﹤0.01%	1402
2025 Q1	$403K	Sell	1,548 -29	-2%	-$7.76K	﹤0.01%	1244
2024 Q4	$425K	Buy	+1,577	New	+$423K	0.01%	1149

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

&Partners's VONE Position: Q2 2026 in Review

&Partners increased its Vanguard Russell 1000 ETF (VONE) stake by 5.9% in Q2 2026, buying an estimated $50.8K and bringing the position to 2,768 shares worth $938K. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

&Partners first reported a position in VONE in Q4 2024 and has held it in 7 quarters since. 410 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

&Partners held 2,768 shares of Vanguard Russell 1000 ETF worth $938K as of Q2 2026.
&Partners bought 155 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $50.8K.
Vanguard Russell 1000 ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1453 holding.
&Partners first reported a position in Vanguard Russell 1000 ETF in Q4 2024 and has held it in 7 quarters since.
410 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.