Precedent Wealth Partners’s Vanguard Russell 1000 ETF VONE Stock Holding History

Precedent Wealth 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	$7.38M	Buy	21,793 +3,674	+20%	+$1.2M	1.23%	19
2026 Q1	$5.35M	Buy	18,119 +2,816	+18%	+$868K	1.07%	24
2025 Q4	$4.73M	Buy	15,303 +4,955	+48%	+$1.52M	0.99%	25
2025 Q3	$3.13M	Buy	10,348 +4,070	+65%	+$1.19M	0.69%	46
2025 Q2	$1.76M	Sell	6,278 -259	-4%	-$67.3K	0.43%	69
2025 Q1	$1.66M	Buy	+6,537	New	+$1.75M	0.46%	62

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

Precedent Wealth Partners's VONE Position: Q2 2026 in Review

Precedent Wealth Partners increased its Vanguard Russell 1000 ETF (VONE) stake by 20% in Q2 2026, buying an estimated $1.2M and bringing the position to 21,793 shares worth $7.38M. The position accounts for 1.23% of the portfolio, ranked #19.

Precedent Wealth Partners first reported a position in VONE in Q1 2025 and has held it in 6 quarters since. 409 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

Precedent Wealth Partners held 21,793 shares of Vanguard Russell 1000 ETF worth $7.38M as of Q2 2026.
Precedent Wealth Partners bought 3,674 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $1.2M.
Vanguard Russell 1000 ETF made up 1.23% of Precedent Wealth Partners's portfolio in Q2 2026, its #19 holding.
Precedent Wealth Partners first reported a position in Vanguard Russell 1000 ETF in Q1 2025 and has held it in 6 quarters since.
409 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.