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

Retirement Income 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 		$847K Hold
2,870
– – 0.15% 60
2026
Q1 		$847K Hold
2,870
– – 0.14% 60
2025
Q4 		$887K Hold
2,870
– – 0.15% 58
2025
Q3 		$868K Hold
2,870
– – 0.15% 58
2025
Q2 		$806K Sell
2,870
-507
-15% -$132K 0.15% 58
2025
Q1 		$857K Hold
3,377
– – 0.18% 49
2024
Q4 		$901K Buy
3,377
+507
+18% +$136K 0.18% 49
2024
Q3 		$746K Hold
2,870
– – 0.17% 58
2024
Q2 		$706K Hold
2,870
– – 0.17% 56
2024
Q1 		$684K Sell
2,870
-56
-2% -$12.7K 0.16% 66
2023
Q4 		$635K Hold
2,926
– – 0.16% 62
2023
Q3 		$570K Hold
2,926
– – 0.16% 64
2023
Q2 		$590K Sell
2,926
-192
-6% -$36.6K 0.16% 68
2023
Q1 		$581K Hold
3,118
– – 0.17% 65
2022
Q4 		$543K Buy
3,118
+408
+15% +$71.5K 0.17% 64
2022
Q3 		$449K Hold
2,710
– – 0.16% 64
2022
Q2 		$466K Hold
2,710
– – 0.17% 63
2022
Q1 		$562K Hold
2,710
– – 0.16% 58
2021
Q4 		$593K Hold
2,710
– – 0.16% 57
2021
Q3 		$542K Hold
2,710
– – 0.18% 56
2021
Q2 		$543K Hold
2,710
– – 0.19% 57
2021
Q1 		$502K Hold
2,710
– – 0.17% 62
2020
Q4 		$475K Sell
2,710
-341
-11% -$56.3K 0.17% 63
2020
Q3 		$472K Sell
3,051
-820
-21% -$125K 0.21% 56
2020
Q2 		$549K Buy
+3,871
New +$518K 0.23% 50

Other funds holding VONE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
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 Income Solutions's VONE Position: Q2 2026 in Review

Retirement Income Solutions held its Vanguard Russell 1000 ETF (VONE) position steady in Q2 2026 at 2,870 shares worth $847K. The position accounts for 0.15% of the portfolio, ranked #60.

Retirement Income Solutions first reported a position in VONE in Q2 2020 and has held it in 25 quarters since. The position peaked at $901K in Q4 2024. 410 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

  • Retirement Income Solutions held 2,870 shares of Vanguard Russell 1000 ETF worth $847K as of Q2 2026.
  • Retirement Income Solutions left its Vanguard Russell 1000 ETF share count unchanged in Q2 2026.
  • Vanguard Russell 1000 ETF made up 0.15% of Retirement Income Solutions's portfolio in Q2 2026, its #60 holding.
  • Retirement Income Solutions first reported a position in Vanguard Russell 1000 ETF in Q2 2020 and has held it in 25 quarters since.
  • Retirement Income Solutions's Vanguard Russell 1000 ETF position peaked at $901K in Q4 2024.
  • 410 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.