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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
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
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

Retirement Financial Solutions's VONE Position: Q1 2026 in Review

Retirement Financial Solutions increased its Vanguard Russell 1000 ETF (VONE) stake by 0.28% in Q1 2026, buying an estimated $2.16K and bringing the position to 2,487 shares worth $734K. The position accounts for 0.21% of the portfolio, ranked #37.

Retirement Financial Solutions first reported a position in VONE in Q3 2023 and has held it in 11 quarters since. The position peaked at $766K in Q4 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

  • Retirement Financial Solutions held 2,487 shares of Vanguard Russell 1000 ETF worth $734K as of Q1 2026.
  • Retirement Financial Solutions bought 7 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $2.16K.
  • Vanguard Russell 1000 ETF made up 0.21% of Retirement Financial Solutions's portfolio in Q1 2026, its #37 holding.
  • Retirement Financial Solutions first reported a position in Vanguard Russell 1000 ETF in Q3 2023 and has held it in 11 quarters since.
  • Retirement Financial Solutions's Vanguard Russell 1000 ETF position peaked at $766K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Retirement Financial Solutions's 13F filing for Q1 2026, filed 28 Apr 2026.