SoundView Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

SoundView Advisors’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	$7.62M	Buy	22,491 +45	+0.2%	+$14.8K	2.48%	9
2026 Q1	$6.62M	Sell	22,446 -508	-2%	-$157K	2.36%	9
2025 Q4	$7.09M	Buy	+22,954	New	+$7.03M	2.47%	9
2025 Q3	–	Sell	-25,031	Closed	-$7.03M	–	39
2025 Q2	$7.03M	Buy	25,031 +5	+0%	+$1.3K	2.59%	9
2025 Q1	$6.35M	Sell	25,026 -37	-0.1%	-$9.9K	2.62%	9
2024 Q4	$6.68M	Buy	+25,063	New	+$6.72M	2.76%	9

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

SoundView Advisors's VONE Position: Q2 2026 in Review

SoundView Advisors increased its Vanguard Russell 1000 ETF (VONE) stake by 0.2% in Q2 2026, buying an estimated $14.8K and bringing the position to 22,491 shares worth $7.62M. The position accounts for 2.48% of the portfolio, ranked #9.

SoundView Advisors first reported a position in VONE in Q4 2024 and has held it in 6 quarters since. 409 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

SoundView Advisors held 22,491 shares of Vanguard Russell 1000 ETF worth $7.62M as of Q2 2026.
SoundView Advisors bought 45 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $14.8K.
Vanguard Russell 1000 ETF made up 2.48% of SoundView Advisors's portfolio in Q2 2026, its #9 holding.
SoundView Advisors first reported a position in Vanguard Russell 1000 ETF in Q4 2024 and has held it in 6 quarters since.
409 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on SoundView Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.