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 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 $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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 Planning Group (New York)'s VONE Position: Q1 2026 in Review

Retirement Planning Group (New York) reduced its Vanguard Russell 1000 ETF (VONE) stake by 3% in Q1 2026, selling an estimated $72.5K and leaving 7,648 shares worth $2.26M. The position accounts for 1.45% of the portfolio, ranked #23.

Retirement Planning Group (New York) first reported a position in VONE in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.44M in Q4 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

Retirement Planning Group (New York) held 7,648 shares of Vanguard Russell 1000 ETF worth $2.26M as of Q1 2026.
Retirement Planning Group (New York) sold 235 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $72.5K.
Vanguard Russell 1000 ETF made up 1.45% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #23 holding.
Retirement Planning Group (New York) first reported a position in Vanguard Russell 1000 ETF in Q4 2024 and has held it in 6 quarters since.
Retirement Planning Group (New York)'s Vanguard Russell 1000 ETF position peaked at $2.44M in Q4 2025.
385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.