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 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 $1.66T 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

Rockefeller Capital Management's VONE Position: Q1 2026 in Review

Rockefeller Capital Management increased its Vanguard Russell 1000 ETF (VONE) stake by 13% in Q1 2026, buying an estimated $222K and bringing the position to 6,066 shares worth $1.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

Rockefeller Capital Management first reported a position in VONE in Q3 2019 and has held it in 19 quarters since. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

Rockefeller Capital Management held 6,066 shares of Vanguard Russell 1000 ETF worth $1.79M as of Q1 2026.
Rockefeller Capital Management bought 721 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $222K.
Vanguard Russell 1000 ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1362 holding.
Rockefeller Capital Management first reported a position in Vanguard Russell 1000 ETF in Q3 2019 and has held it in 19 quarters since.
385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.