TF
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Tenzing Financial’s Vanguard Russell 1000 ETF VONE Stock Holding History

Tenzing Financial’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 		$253K Buy
742
+53
+8% +$17.4K 0.17% 72
2026
Q1 		$214K Buy
689
+13
+2% +$4.01K 0.16% 66
2025
Q4 		$209K Buy
+676
New +$207K 0.17% 65

Other funds holding VONE

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FCC
Flower City Capital Pittsford, New York $227M AUM 23.31% 1-Year Est. Return
CWM
Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $777M AUM 23.6% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
VWM
Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return