SIA
VONE icon

Stegner Investment Associates’s Vanguard Russell 1000 ETF VONE Stock Holding History

Stegner Investment Associates’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 		$22.8M Buy
67,323
+3
+0% +$983 10.84% 3
2026
Q1 		$19.9M Buy
67,320
+2,542
+4% +$784K 10.88% 3
2025
Q4 		$20M Buy
64,778
+4
+0% +$1.23K 10.64% 3
2025
Q3 		$19.6M Buy
64,774
+3
+0% +$874 10.74% 3
2025
Q2 		$18.2M Buy
64,771
+1,869
+3% +$486K 11.15% 3
2025
Q1 		$16M Buy
62,902
+180
+0.3% +$48.2K 11.16% 3
2024
Q4 		$16.7M Buy
62,722
+168
+0.3% +$45K 11.07% 3
2024
Q3 		$16.3M Buy
62,554
+1,547
+3% +$387K 11.05% 3
2024
Q2 		$15M Sell
61,007
-1,276
-2% -$303K 10.8% 3
2024
Q1 		$14.8M Buy
62,283
+207
+0.3% +$46.9K 10.87% 3
2023
Q4 		$13.5M Buy
62,076
+516
+0.8% +$105K 10.68% 3
2023
Q3 		$12M Buy
61,560
+5
+0% +$1.01K 10.35% 3
2023
Q2 		$12.4M Sell
61,555
-1,047
-2% -$200K 10.2% 3
2023
Q1 		$11.7M Buy
62,602
+1,305
+2% +$238K 10.29% 3
2022
Q4 		$10.7M Sell
61,297
-4,924
-7% -$862K 9.8% 3
2022
Q3 		$11.1M Buy
66,221
+464
+0.7% +$84.1K 10.62% 3
2022
Q2 		$11.3M Buy
65,757
+4,653
+8% +$871K 10.85% 3
2022
Q1 		$12.7M Sell
61,104
-1,541
-2% -$315K 9.98% 3
2021
Q4 		$13.7M Hold
62,645
– – 9.76% 3
2021
Q3 		$12.5M Sell
62,645
-987
-2% -$203K 9.49% 3
2021
Q2 		$12.7M Hold
63,632
– – 9.58% 3
2021
Q1 		$11.8M Hold
63,632
– – 9.55% 3
2020
Q4 		$11.1M Buy
63,632
+58,238
+1,080% +$9.62M 9.45% 3
2020
Q3 		$835K Buy
+5,394
New +$823K 0.82% 15

Other funds holding VONE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
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

Stegner Investment Associates's VONE Position: Q2 2026 in Review

Stegner Investment Associates increased its Vanguard Russell 1000 ETF (VONE) stake by 0% in Q2 2026, buying an estimated $983 and bringing the position to 67,323 shares worth $22.8M. The position accounts for 10.84% of the portfolio, ranked #3.

Stegner Investment Associates first reported a position in VONE in Q3 2020 and has held it in 24 quarters since. 405 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

  • Stegner Investment Associates held 67,323 shares of Vanguard Russell 1000 ETF worth $22.8M as of Q2 2026.
  • Stegner Investment Associates bought 3 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $983.
  • Vanguard Russell 1000 ETF made up 10.84% of Stegner Investment Associates's portfolio in Q2 2026, its #3 holding.
  • Stegner Investment Associates first reported a position in Vanguard Russell 1000 ETF in Q3 2020 and has held it in 24 quarters since.
  • 405 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Stegner Investment Associates's 13F filing for Q2 2026, filed 24 Jul 2026.