Red Tortoise LLC’s Vanguard Russell 1000 ETF VONE Stock Holding History

Red Tortoise LLC’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	$382K	Buy	1,295 +2	+0.2%	+$617	0.16%	76
2025 Q4	$400K	Buy	1,293 +1	+0.1%	+$306	0.17%	76
2025 Q3	$391K	Buy	1,292 +2	+0.2%	+$583	0.17%	76
2025 Q2	$362K	Hold	1,290	–	–	0.17%	66
2025 Q1	$328K	Sell	1,290 -73	-5%	-$19.5K	0.17%	64
2024 Q4	$364K	Sell	1,363 -2	-0.1%	-$536	0.19%	66
2024 Q3	$355K	Buy	1,365 +3	+0.2%	+$751	0.18%	66
2024 Q2	$335K	Hold	1,362	–	–	0.18%	66
2024 Q1	$324K	Buy	1,362 +5	+0.4%	+$1.13K	0.18%	64
2023 Q4	$294K	Buy	1,357 +364	+37%	+$73.7K	0.17%	66
2023 Q3	$193K	Buy	993 +503	+103%	+$102K	0.13%	72
2023 Q2	$98.7K	Buy	+490	New	+$93.4K	0.06%	86

Other funds holding VONE

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

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

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

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

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

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

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

Red Tortoise LLC's VONE Position: Q1 2026 in Review

Red Tortoise LLC increased its Vanguard Russell 1000 ETF (VONE) stake by 0.15% in Q1 2026, buying an estimated $617 and bringing the position to 1,295 shares worth $382K. The position accounts for 0.16% of the portfolio, ranked #76.

Red Tortoise LLC first reported a position in VONE in Q2 2023 and has held it in 12 quarters since. The position peaked at $400K in Q4 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

Red Tortoise LLC held 1,295 shares of Vanguard Russell 1000 ETF worth $382K as of Q1 2026.
Red Tortoise LLC bought 2 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $617.
Vanguard Russell 1000 ETF made up 0.16% of Red Tortoise LLC's portfolio in Q1 2026, its #76 holding.
Red Tortoise LLC first reported a position in Vanguard Russell 1000 ETF in Q2 2023 and has held it in 12 quarters since.
Red Tortoise LLC's Vanguard Russell 1000 ETF position peaked at $400K in Q4 2025.
385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.