SageView Advisory Group’s Vanguard Russell 1000 ETF VONE Stock Holding History

SageView Advisory Group’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	$562K	Hold	1,658	–	–	0.02%	348
2026 Q1	$489K	Hold	1,658	–	–	0.02%	358
2025 Q4	$512K	Hold	1,658	–	–	0.02%	360
2025 Q3	$501K	Hold	1,658	–	–	0.02%	380
2025 Q2	$480K	Hold	1,658	–	–	0.02%	377
2025 Q1	$421K	Buy	1,658 +296	+22%	+$79.2K	0.02%	380
2024 Q4	$363K	Hold	1,362	–	–	0.02%	398
2024 Q3	$354K	Buy	1,362 +440	+48%	+$110K	0.02%	354
2024 Q2	$227K	Sell	922 -9,598	-91%	-$2.28M	0.01%	507
2024 Q1	$616K	Buy	10,520 +3,546	+51%	+$804K	0.03%	280
2023 Q4	$1.56M	Buy	+6,974	New	+$1.41M	0.07%	188

Other funds holding VONE

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FCC

Flower City Capital Pittsford, New York $227M AUM 23.31% 1-Year Est. Return

SHFA

Sherrill & Hutchins Financial Advisory Atlanta, Georgia $209M AUM 15.48% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Hilltop Partners Mishawaka, Indiana $412M AUM 26.77% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

SageView Advisory Group's VONE Position: Q2 2026 in Review

SageView Advisory Group held its Vanguard Russell 1000 ETF (VONE) position steady in Q2 2026 at 1,658 shares worth $562K. The position accounts for 0.02% of the portfolio, ranked #348.

SageView Advisory Group first reported a position in VONE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.56M in Q4 2023. 262 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

SageView Advisory Group held 1,658 shares of Vanguard Russell 1000 ETF worth $562K as of Q2 2026.
SageView Advisory Group left its Vanguard Russell 1000 ETF share count unchanged in Q2 2026.
Vanguard Russell 1000 ETF made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #348 holding.
SageView Advisory Group first reported a position in Vanguard Russell 1000 ETF in Q4 2023 and has held it in 11 quarters since.
SageView Advisory Group's Vanguard Russell 1000 ETF position peaked at $1.56M in Q4 2023.
262 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.