Rialto Wealth Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

Rialto Wealth Management’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	$10.1M	Sell	29,688 -2,127	-7%	-$697K	1.99%	11
2026 Q1	$9.39M	Sell	31,815 -413	-1%	-$127K	2.11%	11
2025 Q4	$9.96M	Sell	32,228 -227	-0.7%	-$69.6K	2.38%	11
2025 Q3	$9.81M	Sell	32,455 -3,080	-9%	-$898K	2.53%	10
2025 Q2	$9.98M	Sell	35,535 -347	-1%	-$90.1K	2.79%	8
2025 Q1	$9.11M	Sell	35,882 -312	-0.9%	-$83.5K	2.86%	7
2024 Q4	$9.65M	Buy	+36,194	New	+$9.7M	3.19%	7

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

Rialto Wealth Management's VONE Position: Q2 2026 in Review

Rialto Wealth Management reduced its Vanguard Russell 1000 ETF (VONE) stake by 6.7% in Q2 2026, selling an estimated $697K and leaving 29,688 shares worth $10.1M. The position accounts for 1.99% of the portfolio, ranked #11.

Rialto Wealth Management first reported a position in VONE in Q4 2024 and has held it in 7 quarters since. 408 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

Rialto Wealth Management held 29,688 shares of Vanguard Russell 1000 ETF worth $10.1M as of Q2 2026.
Rialto Wealth Management sold 2,127 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $697K.
Vanguard Russell 1000 ETF made up 1.99% of Rialto Wealth Management's portfolio in Q2 2026, its #11 holding.
Rialto Wealth Management first reported a position in Vanguard Russell 1000 ETF in Q4 2024 and has held it in 7 quarters since.
408 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.