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

TLWM 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 		$443K Hold
1,309
– – 0.07% 62
2026
Q1 		$386K Hold
1,309
– – 0.07% 62
2025
Q4 		$405K Hold
1,309
– – 0.07% 65
2025
Q3 		$396K Hold
1,309
– – 0.07% 67
2025
Q2 		$368K Sell
1,309
-266
-17% -$69.1K 0.07% 66
2025
Q1 		$400K Hold
1,575
– – 0.08% 71
2024
Q4 		$420K Sell
1,575
-95
-6% -$25.5K 0.08% 71
2024
Q3 		$434K Sell
1,670
-250
-13% -$62.6K 0.09% 65
2024
Q2 		$472K Hold
1,920
– – 0.1% 65
2024
Q1 		$458K Hold
1,920
– – 0.1% 64
2023
Q4 		$417K Hold
1,920
– – 0.1% 62
2023
Q3 		$374K Hold
1,920
– – 0.1% 63
2023
Q2 		$387K Hold
1,920
– – 0.11% 58
2023
Q1 		$358K Sell
1,920
-3,870
-67% -$705K 0.11% 56
2022
Q4 		$1.01M Buy
+5,790
New +$1.01M 0.37% 28

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
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
CWM
Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

TLWM Financial's VONE Position: Q2 2026 in Review

TLWM Financial held its Vanguard Russell 1000 ETF (VONE) position steady in Q2 2026 at 1,309 shares worth $443K. The position accounts for 0.07% of the portfolio, ranked #62.

TLWM Financial first reported a position in VONE in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.01M in Q4 2022. 53 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

  • TLWM Financial held 1,309 shares of Vanguard Russell 1000 ETF worth $443K as of Q2 2026.
  • TLWM Financial left its Vanguard Russell 1000 ETF share count unchanged in Q2 2026.
  • Vanguard Russell 1000 ETF made up 0.07% of TLWM Financial's portfolio in Q2 2026, its #62 holding.
  • TLWM Financial first reported a position in Vanguard Russell 1000 ETF in Q4 2022 and has held it in 15 quarters since.
  • TLWM Financial's Vanguard Russell 1000 ETF position peaked at $1.01M in Q4 2022.
  • 53 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on TLWM Financial's 13F filing for Q2 2026, filed 7 Jul 2026.