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Private Wealth Asset Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

Private Wealth Asset Management’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 		$103K Hold
348
– – 0.01% 327
2025
Q4 		$108K Hold
348
– – 0.01% 322
2025
Q3 		$105K Hold
348
– – 0.01% 302
2025
Q2 		$97.7K Hold
348
– – 0.01% 312
2025
Q1 		$88.3K Buy
+348
New +$93.1K 0.01% 311

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

Private Wealth Asset Management's VONE Position: Q1 2026 in Review

Private Wealth Asset Management held its Vanguard Russell 1000 ETF (VONE) position steady in Q1 2026 at 348 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #327.

Private Wealth Asset Management first reported a position in VONE in Q1 2025 and has held it in 5 quarters since. The position peaked at $108K in Q4 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

  • Private Wealth Asset Management held 348 shares of Vanguard Russell 1000 ETF worth $103K as of Q1 2026.
  • Private Wealth Asset Management left its Vanguard Russell 1000 ETF share count unchanged in Q1 2026.
  • Vanguard Russell 1000 ETF made up 0.01% of Private Wealth Asset Management's portfolio in Q1 2026, its #327 holding.
  • Private Wealth Asset Management first reported a position in Vanguard Russell 1000 ETF in Q1 2025 and has held it in 5 quarters since.
  • Private Wealth Asset Management's Vanguard Russell 1000 ETF position peaked at $108K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.