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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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citigroup
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

Root Financial Partners's VONE Position: Q1 2026 in Review

Root Financial Partners held its Vanguard Russell 1000 ETF (VONE) position steady in Q1 2026 at 156 shares worth $46.1K. The position accounts for ﹤0.01% of the portfolio, ranked #905.

Root Financial Partners first reported a position in VONE in Q3 2025 and has held it in 3 quarters since. The position peaked at $48.3K in Q4 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

  • Root Financial Partners held 156 shares of Vanguard Russell 1000 ETF worth $46.1K as of Q1 2026.
  • Root Financial Partners left its Vanguard Russell 1000 ETF share count unchanged in Q1 2026.
  • Vanguard Russell 1000 ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #905 holding.
  • Root Financial Partners first reported a position in Vanguard Russell 1000 ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Vanguard Russell 1000 ETF position peaked at $48.3K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.