P
VONE icon

&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
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
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

&Partners's VONE Position: Q1 2026 in Review

&Partners increased its Vanguard Russell 1000 ETF (VONE) stake by 9.3% in Q1 2026, buying an estimated $68.8K and bringing the position to 2,613 shares worth $771K. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

&Partners first reported a position in VONE in Q4 2024 and has held it in 6 quarters since. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

  • &Partners held 2,613 shares of Vanguard Russell 1000 ETF worth $771K as of Q1 2026.
  • &Partners bought 223 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $68.8K.
  • Vanguard Russell 1000 ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1447 holding.
  • &Partners first reported a position in Vanguard Russell 1000 ETF in Q4 2024 and has held it in 6 quarters since.
  • 385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.