Retirement Planning Group (New York)’s Vanguard Russell 1000 ETF VONE Stock Holding History

Retirement Planning Group (New York)’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	$2.53M	Sell	7,470 -178	-2%	-$58.4K	1.38%	22
2026 Q1	$2.26M	Sell	7,648 -235	-3%	-$72.5K	1.45%	23
2025 Q4	$2.44M	Sell	7,883 -82	-1%	-$25.1K	1.66%	21
2025 Q3	$2.41M	Sell	7,965 -285	-3%	-$83.1K	1.8%	20
2025 Q2	$2.32M	Sell	8,250 -152	-2%	-$39.5K	2.04%	17
2025 Q1	$2.13M	Sell	8,402 -53	-0.6%	-$14.2K	2.17%	16
2024 Q4	$2.26M	Buy	+8,455	New	+$2.27M	2.48%	15

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 Planning Group (New York)'s VONE Position: Q2 2026 in Review

Retirement Planning Group (New York) reduced its Vanguard Russell 1000 ETF (VONE) stake by 2.3% in Q2 2026, selling an estimated $58.4K and leaving 7,470 shares worth $2.53M. The position accounts for 1.38% of the portfolio, ranked #22.

Retirement Planning Group (New York) first reported a position in VONE in Q4 2024 and has held it in 7 quarters since. 410 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

Retirement Planning Group (New York) held 7,470 shares of Vanguard Russell 1000 ETF worth $2.53M as of Q2 2026.
Retirement Planning Group (New York) sold 178 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $58.4K.
Vanguard Russell 1000 ETF made up 1.38% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #22 holding.
Retirement Planning Group (New York) first reported a position in Vanguard Russell 1000 ETF in Q4 2024 and has held it in 7 quarters since.
410 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.