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Segment Wealth Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

Segment Wealth 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 		$1.16M Hold
3,424
– – 0.06% 162
2026
Q1 		$1.01M Hold
3,424
– – 0.06% 164
2025
Q4 		$1.06M Buy
+3,424
New +$1.05M 0.06% 163

Other funds holding VONE

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FCC
Flower City Capital Pittsford, New York $227M AUM 23.31% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
CWM
Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
FCMC
Founders Capital Management (Connecticut) East Hartford, Connecticut $670M AUM 28.54% 1-Year Est. Return
OCWP
Owl Creek Wealth Partners Denver, Colorado $342M AUM
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

Segment Wealth Management's VONE Position: Q2 2026 in Review

Segment Wealth Management held its Vanguard Russell 1000 ETF (VONE) position steady in Q2 2026 at 3,424 shares worth $1.16M. The position accounts for 0.06% of the portfolio, ranked #162.

Segment Wealth Management first reported a position in VONE in Q4 2025 and has held it in 3 quarters since. 67 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

  • Segment Wealth Management held 3,424 shares of Vanguard Russell 1000 ETF worth $1.16M as of Q2 2026.
  • Segment Wealth Management left its Vanguard Russell 1000 ETF share count unchanged in Q2 2026.
  • Vanguard Russell 1000 ETF made up 0.06% of Segment Wealth Management's portfolio in Q2 2026, its #162 holding.
  • Segment Wealth Management first reported a position in Vanguard Russell 1000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 67 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.