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Sovereign Financial Group’s Vanguard Russell 1000 ETF VONE Stock Holding History

Sovereign Financial Group’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 		$507K Hold
1,719
– – 0.09% 201
2025
Q4 		$531K Hold
1,719
– – 0.09% 184
2025
Q3 		$520K Buy
+1,719
New +$501K 0.1% 182

Other funds holding VONE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citigroup
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

Sovereign Financial Group's VONE Position: Q1 2026 in Review

Sovereign Financial Group held its Vanguard Russell 1000 ETF (VONE) position steady in Q1 2026 at 1,719 shares worth $507K. The position accounts for 0.09% of the portfolio, ranked #201.

Sovereign Financial Group first reported a position in VONE in Q3 2025 and has held it in 3 quarters since. The position peaked at $531K in Q4 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

  • Sovereign Financial Group held 1,719 shares of Vanguard Russell 1000 ETF worth $507K as of Q1 2026.
  • Sovereign Financial Group left its Vanguard Russell 1000 ETF share count unchanged in Q1 2026.
  • Vanguard Russell 1000 ETF made up 0.09% of Sovereign Financial Group's portfolio in Q1 2026, its #201 holding.
  • Sovereign Financial Group first reported a position in Vanguard Russell 1000 ETF in Q3 2025 and has held it in 3 quarters since.
  • Sovereign Financial Group's Vanguard Russell 1000 ETF position peaked at $531K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Sovereign Financial Group's 13F filing for Q1 2026, filed 17 Apr 2026.