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 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 $1.66T 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

SoundView Advisors's VONE Position: Q1 2026 in Review

SoundView Advisors reduced its Vanguard Russell 1000 ETF (VONE) stake by 2.2% in Q1 2026, selling an estimated $157K and leaving 22,446 shares worth $6.62M. The position accounts for 2.36% of the portfolio, ranked #9.

SoundView Advisors first reported a position in VONE in Q4 2024 and has held it in 5 quarters since. The position peaked at $7.09M in Q4 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

SoundView Advisors held 22,446 shares of Vanguard Russell 1000 ETF worth $6.62M as of Q1 2026.
SoundView Advisors sold 508 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $157K.
Vanguard Russell 1000 ETF made up 2.36% of SoundView Advisors's portfolio in Q1 2026, its #9 holding.
SoundView Advisors first reported a position in Vanguard Russell 1000 ETF in Q4 2024 and has held it in 5 quarters since.
SoundView Advisors's Vanguard Russell 1000 ETF position peaked at $7.09M in Q4 2025.
385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on SoundView Advisors's 13F filing for Q1 2026, filed 1 May 2026.