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Sowell Financial Services’s Vanguard Russell 1000 ETF VONE Stock Holding History

Sowell Financial Services’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 		$221K Buy
+652
New +$214K 0.01% 1020
2024
Q4 		– Sell
-24,190
Closed -$6.29M – 610
2024
Q3 		$6.29M Buy
24,190
+2,665
+12% +$668K 0.29% 85
2024
Q2 		$5.31M Buy
21,525
+3,064
+17% +$728K 0.25% 94
2024
Q1 		$4.4M Buy
+18,461
New +$4.19M 0.21% 120

Other funds holding VONE

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FCC
Flower City Capital Pittsford, New York $227M AUM 23.31% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
CWM
Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
FCMC
Founders Capital Management (Connecticut) East Hartford, Connecticut $670M AUM 28.54% 1-Year Est. Return
OCWP
Owl Creek Wealth Partners Denver, Colorado $342M AUM
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

Sowell Financial Services's VONE Position: Q2 2026 in Review

Sowell Financial Services opened a new position in Vanguard Russell 1000 ETF (VONE) in Q2 2026: 652 shares worth $221K. The stake represents 0.01% of the portfolio and ranks #1020 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in VONE as recently as Q3 2024.

Sowell Financial Services first reported a position in VONE in Q1 2024 and has held it in 4 quarters since. The position peaked at $6.29M in Q3 2024. 67 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

  • Sowell Financial Services held 652 shares of Vanguard Russell 1000 ETF worth $221K as of Q2 2026.
  • Vanguard Russell 1000 ETF was a new Sowell Financial Services position in Q2 2026.
  • Vanguard Russell 1000 ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1020 holding.
  • Sowell Financial Services first reported a position in Vanguard Russell 1000 ETF in Q1 2024 and has held it in 4 quarters since.
  • Sowell Financial Services's Vanguard Russell 1000 ETF position peaked at $6.29M in Q3 2024.
  • 67 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.