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Summit Trail Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

Summit Trail Advisors’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 		$72.1M Buy
+212,940
New +$69.8M 0.91% 17
2022
Q1 		– Sell
-934
Closed -$204K – 377
2021
Q4 		$204K Buy
+934
New +$199K 0.01% 274

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

Summit Trail Advisors's VONE Position: Q2 2026 in Review

Summit Trail Advisors opened a new position in Vanguard Russell 1000 ETF (VONE) in Q2 2026: 212,940 shares worth $72.1M. The stake represents 0.91% of the portfolio and ranks #17 among its holdings. This is a return to the name: Summit Trail Advisors previously reported a position in VONE as recently as Q4 2021.

Summit Trail Advisors first reported a position in VONE in Q4 2021 and has held it in 2 quarters since. 408 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

  • Summit Trail Advisors held 212,940 shares of Vanguard Russell 1000 ETF worth $72.1M as of Q2 2026.
  • Vanguard Russell 1000 ETF was a new Summit Trail Advisors position in Q2 2026.
  • Vanguard Russell 1000 ETF made up 0.91% of Summit Trail Advisors's portfolio in Q2 2026, its #17 holding.
  • Summit Trail Advisors first reported a position in Vanguard Russell 1000 ETF in Q4 2021 and has held it in 2 quarters since.
  • 408 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.