Retirement Financial Solutions’s Vanguard Russell 1000 ETF VONE Stock Holding History

Retirement Financial Solutions’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 Q2	$845K	Buy	2,493 +6	+0.2%	+$1.97K	0.21%	33
2026 Q1	$734K	Buy	2,487 +7	+0.3%	+$2.16K	0.21%	37
2025 Q4	$766K	Buy	2,480 +7	+0.3%	+$2.15K	0.22%	32
2025 Q3	$748K	Buy	2,473 +7	+0.3%	+$2.04K	0.23%	32
2025 Q2	$693K	Buy	2,466 +7	+0.3%	+$1.82K	0.24%	30
2025 Q1	$624K	Buy	2,459 +8	+0.3%	+$2.14K	0.24%	31
2024 Q4	$654K	Buy	2,451 +7	+0.3%	+$1.88K	0.35%	24
2024 Q3	$635K	Buy	2,444 +16	+0.7%	+$4.01K	0.28%	30
2024 Q2	$597K	Hold	2,428	–	–	0.28%	30
2024 Q1	$579K	Buy	2,428 +8	+0.3%	+$1.81K	0.3%	29
2023 Q4	$525K	Buy	2,420 +10	+0.4%	+$2.03K	0.3%	31
2023 Q3	$469K	Buy	+2,410	New	+$488K	0.32%	27

Other funds holding VONE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

Retirement Financial Solutions's VONE Position: Q2 2026 in Review

Retirement Financial Solutions increased its Vanguard Russell 1000 ETF (VONE) stake by 0.24% in Q2 2026, buying an estimated $1.97K and bringing the position to 2,493 shares worth $845K. The position accounts for 0.21% of the portfolio, ranked #33.

Retirement Financial Solutions first reported a position in VONE in Q3 2023 and has held it in 12 quarters since. 410 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

Retirement Financial Solutions held 2,493 shares of Vanguard Russell 1000 ETF worth $845K as of Q2 2026.
Retirement Financial Solutions bought 6 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $1.97K.
Vanguard Russell 1000 ETF made up 0.21% of Retirement Financial Solutions's portfolio in Q2 2026, its #33 holding.
Retirement Financial Solutions first reported a position in Vanguard Russell 1000 ETF in Q3 2023 and has held it in 12 quarters since.
410 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Retirement Financial Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.