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 Q3	$7.72M	Buy	22,427 +634	+3%	+$218K	1.19%	19
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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Flower City Capital Pittsford, New York $234M AUM 15.69% 1-Year Est. Return

Sherrill & Hutchins Financial Advisory Atlanta, Georgia $207M AUM 7.48% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Cherrydale Wealth Management Hoboken, New Jersey $386M AUM 17.17% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Precedent Wealth Partners's VONE Position: Q3 2026 in Review

Precedent Wealth Partners increased its Vanguard Russell 1000 ETF (VONE) stake by 2.9% in Q3 2026, buying an estimated $218K and bringing the position to 22,427 shares worth $7.72M. The position accounts for 1.19% of the portfolio, ranked #19.

Precedent Wealth Partners first reported a position in VONE in Q1 2025 and has held it in 7 quarters since. 103 funds tracked by Wall St. Rank hold VONE as of Q3 2026.

Precedent Wealth Partners held 22,427 shares of Vanguard Russell 1000 ETF worth $7.72M as of Q3 2026.
Precedent Wealth Partners bought 634 Vanguard Russell 1000 ETF shares in Q3 2026, an estimated $218K.
Vanguard Russell 1000 ETF made up 1.19% of Precedent Wealth Partners's portfolio in Q3 2026, its #19 holding.
Precedent Wealth Partners first reported a position in Vanguard Russell 1000 ETF in Q1 2025 and has held it in 7 quarters since.
103 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.