Sherrill & Hutchins Financial Advisory’s Vanguard Russell 1000 ETF VONE Stock Holding History

Sherrill & Hutchins Financial Advisory’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	$46.5M	Sell	157,505 -2,601	-2%	-$802K	27.46%	1
2025 Q4	$49.5M	Sell	160,106 -2,363	-1%	-$724K	35.08%	1
2025 Q3	$49.1M	Sell	162,469 -2,435	-1%	-$710K	35.58%	1
2025 Q2	$46.3M	Buy	164,904 +2,532	+2%	+$658K	35.99%	1
2025 Q1	$41.2M	Buy	162,372 +1,381	+0.9%	+$370K	35.14%	1
2024 Q4	$42.9M	Sell	160,991 -9,616	-6%	-$2.58M	37.96%	1
2024 Q3	$44.4M	Sell	170,607 -5,802	-3%	-$1.45M	38.33%	1
2024 Q2	$43.4M	Sell	176,409 -7,494	-4%	-$1.78M	39.17%	1
2024 Q1	$43.8M	Sell	183,903 -3,882	-2%	-$880K	39.91%	1
2023 Q4	$40.7M	Buy	+187,785	New	+$38M	38.29%	1

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

Sherrill & Hutchins Financial Advisory's VONE Position: Q1 2026 in Review

Sherrill & Hutchins Financial Advisory reduced its Vanguard Russell 1000 ETF (VONE) stake by 1.6% in Q1 2026, selling an estimated $802K and leaving 157,505 shares worth $46.5M. The position accounts for 27.46% of the portfolio, ranked #1.

Sherrill & Hutchins Financial Advisory first reported a position in VONE in Q4 2023 and has held it in 10 quarters since. The position peaked at $49.5M in Q4 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

Sherrill & Hutchins Financial Advisory held 157,505 shares of Vanguard Russell 1000 ETF worth $46.5M as of Q1 2026.
Sherrill & Hutchins Financial Advisory sold 2,601 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $802K.
Vanguard Russell 1000 ETF made up 27.46% of Sherrill & Hutchins Financial Advisory's portfolio in Q1 2026, its #1 holding.
Sherrill & Hutchins Financial Advisory first reported a position in Vanguard Russell 1000 ETF in Q4 2023 and has held it in 10 quarters since.
Sherrill & Hutchins Financial Advisory's Vanguard Russell 1000 ETF position peaked at $49.5M in Q4 2025.
385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Sherrill & Hutchins Financial Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.