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Steward Partners Investment Advisory’s Vanguard Russell 1000 ETF VONE Stock Holding History

Steward Partners Investment Advisory’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 		$544K Sell
1,845
-29
-2% -$8.94K ﹤0.01% 1479
2025
Q4 		$579K Buy
1,874
+29
+2% +$8.89K ﹤0.01% 1337
2025
Q3 		$558K Sell
1,845
-200
-10% -$58.3K ﹤0.01% 1313
2025
Q2 		$574K Buy
2,045
+12
+0.6% +$3.12K ﹤0.01% 1234
2025
Q1 		$516K Sell
2,033
-155
-7% -$41.5K ﹤0.01% 1207
2024
Q4 		$584K Sell
2,188
-27
-1% -$7.24K 0.01% 1092
2024
Q3 		$576K Sell
2,215
-149
-6% -$37.3K 0.01% 1049
2024
Q2 		$582K Sell
2,364
-56
-2% -$13.3K 0.01% 999
2024
Q1 		$577K Buy
2,420
+12
+0.5% +$2.72K 0.01% 999
2023
Q4 		$522K Buy
2,408
+266
+12% +$53.9K 0.01% 979
2023
Q3 		$417K Sell
2,142
-11
-0.5% -$2.23K 0.01% 985
2023
Q2 		$434K Buy
2,153
+784
+57% +$149K 0.01% 982
2023
Q1 		$255K Sell
1,369
-324
-19% -$59K ﹤0.01% 1178
2022
Q4 		$295K Sell
1,693
-340
-17% -$59.5K 0.01% 1084
2022
Q3 		$332K Sell
2,033
-140
-6% -$25.4K 0.01% 997
2022
Q2 		$373K Sell
2,173
-409
-16% -$76.5K 0.01% 952
2022
Q1 		$535K Buy
2,582
+19
+0.7% +$3.88K 0.01% 910
2021
Q4 		$561K Buy
2,563
+84
+3% +$17.9K 0.01% 902
2021
Q3 		$496K Buy
2,479
+2,005
+423% +$412K 0.01% 910
2021
Q2 		$95K Sell
474
-80
-14% -$15.6K ﹤0.01% 2356
2021
Q1 		$103K Hold
554
– – ﹤0.01% 1614
2020
Q4 		$97K Hold
554
– – ﹤0.01% 1380
2020
Q3 		$86K Sell
554
-74
-12% -$11.3K ﹤0.01% 1275
2020
Q2 		$89K Buy
628
+463
+281% +$62K ﹤0.01% 1202
2020
Q1 		$19K Hold
165
– – ﹤0.01% 1637
2019
Q4 		$24K Buy
+165
New +$23.3K ﹤0.01% 1716

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

Steward Partners Investment Advisory's VONE Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Vanguard Russell 1000 ETF (VONE) stake by 1.5% in Q1 2026, selling an estimated $8.94K and leaving 1,845 shares worth $544K. The position accounts for ﹤0.01% of the portfolio, ranked #1479.

Steward Partners Investment Advisory first reported a position in VONE in Q4 2019 and has held it in 26 quarters since. The position peaked at $584K in Q4 2024. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

  • Steward Partners Investment Advisory held 1,845 shares of Vanguard Russell 1000 ETF worth $544K as of Q1 2026.
  • Steward Partners Investment Advisory sold 29 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $8.94K.
  • Vanguard Russell 1000 ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1479 holding.
  • Steward Partners Investment Advisory first reported a position in Vanguard Russell 1000 ETF in Q4 2019 and has held it in 26 quarters since.
  • Steward Partners Investment Advisory's Vanguard Russell 1000 ETF position peaked at $584K in Q4 2024.
  • 385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.