Studio Investment Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

Studio Investment Management’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	$1.1M	Sell	3,711 -149	-4%	-$46K	0.2%	74
2025 Q4	$1.19M	Sell	3,860 -792	-17%	-$243K	0.22%	69
2025 Q3	$1.41M	Sell	4,652 -481	-9%	-$140K	0.27%	58
2025 Q2	$1.44M	Sell	5,133 -337	-6%	-$87.5K	0.29%	57
2025 Q1	$1.39M	Sell	5,470 -10,206	-65%	-$2.73M	0.29%	59
2024 Q4	$4.18M	Buy	15,676 +58	+0.4%	+$15.5K	0.89%	31
2024 Q3	$4.06M	Sell	15,618 -125	-0.8%	-$31.3K	0.85%	38
2024 Q2	$3.9M	Sell	15,743 -169	-1%	-$40.2K	0.89%	37
2024 Q1	$3.79M	Buy	15,912 +15,307	+2,530%	+$3.47M	0.9%	34
2023 Q4	$131K	Buy	+605	New	+$123K	0.03%	158

Other funds holding VONE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Studio Investment Management's VONE Position: Q1 2026 in Review

Studio Investment Management reduced its Vanguard Russell 1000 ETF (VONE) stake by 3.9% in Q1 2026, selling an estimated $46K and leaving 3,711 shares worth $1.1M. The position accounts for 0.2% of the portfolio, ranked #74.

Studio Investment Management first reported a position in VONE in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.18M in Q4 2024. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

Studio Investment Management held 3,711 shares of Vanguard Russell 1000 ETF worth $1.1M as of Q1 2026.
Studio Investment Management sold 149 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $46K.
Vanguard Russell 1000 ETF made up 0.2% of Studio Investment Management's portfolio in Q1 2026, its #74 holding.
Studio Investment Management first reported a position in Vanguard Russell 1000 ETF in Q4 2023 and has held it in 10 quarters since.
Studio Investment Management's Vanguard Russell 1000 ETF position peaked at $4.18M in Q4 2024.
385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Studio Investment Management's 13F filing for Q1 2026, filed 5 May 2026.