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 Q2	$52.8M	Sell	155,798 -1,707	-1%	-$560K	25.23%	1
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 $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

JPG

Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

Sherrill & Hutchins Financial Advisory's VONE Position: Q2 2026 in Review

Sherrill & Hutchins Financial Advisory reduced its Vanguard Russell 1000 ETF (VONE) stake by 1.1% in Q2 2026, selling an estimated $560K and leaving 155,798 shares worth $52.8M. The position accounts for 25.23% of the portfolio, ranked #1.

Sherrill & Hutchins Financial Advisory first reported a position in VONE in Q4 2023 and has held it in 11 quarters since. 410 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

Sherrill & Hutchins Financial Advisory held 155,798 shares of Vanguard Russell 1000 ETF worth $52.8M as of Q2 2026.
Sherrill & Hutchins Financial Advisory sold 1,707 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $560K.
Vanguard Russell 1000 ETF made up 25.23% of Sherrill & Hutchins Financial Advisory's portfolio in Q2 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 11 quarters since.
410 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Sherrill & Hutchins Financial Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.