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

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

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. 409 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.
409 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.