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 Q3	$224K	Hold	652	–	–	0.01%	1015
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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Flower City Capital Pittsford, New York $234M AUM 15.69% 1-Year Est. Return

Sherrill & Hutchins Financial Advisory Atlanta, Georgia $207M AUM 7.48% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Cherrydale Wealth Management Hoboken, New Jersey $386M AUM 17.17% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Parkside Financial Bank & Trust Saint Louis, Missouri $1.51B AUM 17.86% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sowell Financial Services's VONE Position: Q3 2026 in Review

Sowell Financial Services held its Vanguard Russell 1000 ETF (VONE) position steady in Q3 2026 at 652 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #1015.

Sowell Financial Services first reported a position in VONE in Q1 2024 and has held it in 5 quarters since. The position peaked at $6.29M in Q3 2024. 134 funds tracked by Wall St. Rank hold VONE as of Q3 2026.

Sowell Financial Services held 652 shares of Vanguard Russell 1000 ETF worth $224K as of Q3 2026.
Sowell Financial Services left its Vanguard Russell 1000 ETF share count unchanged in Q3 2026.
Vanguard Russell 1000 ETF made up 0.01% of Sowell Financial Services's portfolio in Q3 2026, its #1015 holding.
Sowell Financial Services first reported a position in Vanguard Russell 1000 ETF in Q1 2024 and has held it in 5 quarters since.
Sowell Financial Services's Vanguard Russell 1000 ETF position peaked at $6.29M in Q3 2024.
134 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.