PUREfi Wealth’s Vanguard Russell 1000 ETF VONE Stock Holding History

PUREfi Wealth’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
2025 Q1	–	Sell	-857	Closed	-$229K	–	178
2024 Q4	$229K	Buy	+857	New	+$230K	0.22%	134

Other funds holding VONE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PUREfi Wealth's VONE Position: Q1 2025 in Review

PUREfi Wealth sold out of Vanguard Russell 1000 ETF (VONE) in Q1 2025, closing a stake of 857 shares — an estimated $229K sold.

PUREfi Wealth first reported a position in VONE in Q4 2024 and held it in 1 quarter. The position peaked at $229K in Q4 2024. 314 funds tracked by Wall St. Rank hold VONE as of Q1 2025.

PUREfi Wealth reported no remaining Vanguard Russell 1000 ETF position as of Q1 2025 after selling out during the quarter.
PUREfi Wealth sold 857 Vanguard Russell 1000 ETF shares in Q1 2025, an estimated $229K.
PUREfi Wealth first reported a position in Vanguard Russell 1000 ETF in Q4 2024 and held it in 1 quarter.
PUREfi Wealth's Vanguard Russell 1000 ETF position peaked at $229K in Q4 2024.
314 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2025.

Based on PUREfi Wealth's 13F filing for Q1 2025, filed 21 Apr 2025.