Rockefeller Capital Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

Rockefeller Capital 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	$2.54M	Buy	7,495 +1,429	+24%	+$468K	﹤0.01%	1273
2026 Q1	$1.79M	Buy	6,066 +721	+13%	+$222K	﹤0.01%	1362
2025 Q4	$1.65M	Buy	5,345 +958	+22%	+$294K	﹤0.01%	1341
2025 Q3	$1.33M	Buy	+4,387	New	+$1.28M	﹤0.01%	1305
2023 Q3	–	Sell	-5,873	Closed	-$1.18M	–	1823
2023 Q2	$1.18M	Hold	5,873	–	–	﹤0.01%	1021
2023 Q1	$1.09M	Sell	5,873 -664	-10%	-$121K	﹤0.01%	1034
2022 Q4	$1.14M	Buy	6,537 +5,391	+470%	+$944K	0.01%	959
2022 Q3	$187K	Hold	1,146	–	–	﹤0.01%	1682
2022 Q2	$196K	Hold	1,146	–	–	﹤0.01%	1646
2022 Q1	$237K	Hold	1,146	–	–	﹤0.01%	1619
2021 Q4	$250K	Hold	1,146	–	–	﹤0.01%	1564
2021 Q3	$229K	Hold	1,146	–	–	﹤0.01%	1536
2021 Q2	$229K	Hold	1,146	–	–	﹤0.01%	1459
2021 Q1	$212K	Hold	1,146	–	–	﹤0.01%	1309
2020 Q4	$200K	Hold	1,146	–	–	﹤0.01%	1191
2020 Q3	$177K	Hold	1,146	–	–	﹤0.01%	1077
2020 Q2	$163K	Hold	1,146	–	–	﹤0.01%	1015
2020 Q1	$134K	Buy	1,146 +664	+138%	+$92.8K	﹤0.01%	932
2019 Q4	$71K	Buy	482 +100	+26%	+$14.1K	﹤0.01%	1060
2019 Q3	$52K	Buy	+382	New	+$51.8K	﹤0.01%	959

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

Rockefeller Capital Management's VONE Position: Q2 2026 in Review

Rockefeller Capital Management increased its Vanguard Russell 1000 ETF (VONE) stake by 24% in Q2 2026, buying an estimated $468K and bringing the position to 7,495 shares worth $2.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

Rockefeller Capital Management first reported a position in VONE in Q3 2019 and has held it in 20 quarters since. 411 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

Rockefeller Capital Management held 7,495 shares of Vanguard Russell 1000 ETF worth $2.54M as of Q2 2026.
Rockefeller Capital Management bought 1,429 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $468K.
Vanguard Russell 1000 ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1273 holding.
Rockefeller Capital Management first reported a position in Vanguard Russell 1000 ETF in Q3 2019 and has held it in 20 quarters since.
411 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.