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Retirement Capital Strategies’s Vanguard Russell 1000 ETF VONE Stock Holding History

Retirement Capital Strategies’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
Q2 		– Sell
-1,654
Closed -$420K – 84
2025
Q1 		$420K Buy
1,654
+59
+4% +$15.8K 0.16% 64
2024
Q4 		$425K Buy
1,595
+27
+2% +$7.24K 0.16% 63
2024
Q3 		$408K Buy
1,568
+21
+1% +$5.26K 0.16% 50
2024
Q2 		$381K Sell
1,547
-16
-1% -$3.8K 0.15% 54
2024
Q1 		$373K Sell
1,563
-186
-11% -$42.2K 0.15% 55
2023
Q4 		$379K Buy
1,749
+108
+7% +$21.9K 0.16% 58
2023
Q3 		$319K Buy
+1,641
New +$332K 0.15% 52

Other funds holding VONE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Retirement Capital Strategies's VONE Position: Q2 2025 in Review

Retirement Capital Strategies sold out of Vanguard Russell 1000 ETF (VONE) in Q2 2025, closing a stake of 1,654 shares — an estimated $420K sold.

Retirement Capital Strategies first reported a position in VONE in Q3 2023 and held it in 7 quarters. The position peaked at $425K in Q4 2024. 334 funds tracked by Wall St. Rank hold VONE as of Q2 2025.

  • Retirement Capital Strategies reported no remaining Vanguard Russell 1000 ETF position as of Q2 2025 after selling out during the quarter.
  • Retirement Capital Strategies sold 1,654 Vanguard Russell 1000 ETF shares in Q2 2025, an estimated $420K.
  • Retirement Capital Strategies first reported a position in Vanguard Russell 1000 ETF in Q3 2023 and held it in 7 quarters.
  • Retirement Capital Strategies's Vanguard Russell 1000 ETF position peaked at $425K in Q4 2024.
  • 334 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2025.

Based on Retirement Capital Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.