Root Financial Partners
VONE icon

Root Financial Partners’s Vanguard Russell 1000 ETF VONE Stock Holding History

Root Financial Partners’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
Q3 		$53.8K Buy
+156
New +$53.6K ﹤0.01% 1045
2026
Q2 		– Sell
-156
Closed -$46.1K – 3110
2026
Q1 		$46.1K Hold
156
– – ﹤0.01% 905
2025
Q4 		$48.3K Hold
156
– – ﹤0.01% 730
2025
Q3 		$47.2K Buy
+156
New +$45.5K ﹤0.01% 689

Other funds holding VONE

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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Red Cedar Investment Management
Red Cedar Investment Management Grand Rapids, Michigan $1.04B AUM 20.48% 1-Year Est. Return
Jordan Park Group
Jordan Park Group San Francisco, California $2B AUM 16.09% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Root Financial Partners's VONE Position: Q3 2026 in Review

Root Financial Partners opened a new position in Vanguard Russell 1000 ETF (VONE) in Q3 2026: 156 shares worth $53.8K. The stake represents ﹤0.01% of the portfolio and ranks #1045 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VONE as recently as Q1 2026.

Root Financial Partners first reported a position in VONE in Q3 2025 and has held it in 4 quarters since. 368 funds tracked by Wall St. Rank hold VONE as of Q3 2026.

  • Root Financial Partners held 156 shares of Vanguard Russell 1000 ETF worth $53.8K as of Q3 2026.
  • Vanguard Russell 1000 ETF was a new Root Financial Partners position in Q3 2026.
  • Vanguard Russell 1000 ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1045 holding.
  • Root Financial Partners first reported a position in Vanguard Russell 1000 ETF in Q3 2025 and has held it in 4 quarters since.
  • 368 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.