Topel & Distasi Wealth Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

Topel & Distasi Wealth 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	–	Sell	-8,247	Closed	-$2.55M	–	61
2025 Q4	$2.55M	Hold	8,247	–	–	1.24%	24
2025 Q3	$2.49M	Sell	8,247 -1,120	-12%	-$326K	1.23%	24
2025 Q2	$2.63M	Hold	9,367	–	–	1.38%	24
2025 Q1	$2.38M	Sell	9,367 -2,327	-20%	-$623K	1.11%	26
2024 Q4	$3.12M	Sell	11,694 -715	-6%	-$192K	1.34%	23
2024 Q3	$3.23M	Hold	12,409	–	–	1.34%	25
2024 Q2	$3.05M	Hold	12,409	–	–	1.34%	26
2024 Q1	$2.96M	Hold	12,409	–	–	1.31%	26
2023 Q4	$2.69M	Hold	12,409	–	–	1.28%	27
2023 Q3	$2.42M	Hold	12,409	–	–	1.27%	29
2023 Q2	$2.5M	Hold	12,409	–	–	1.26%	29
2023 Q1	$2.31M	Buy	+12,409	New	+$2.26M	1.21%	29
2022 Q4	–	Sell	-12,101	Closed	-$2.18M	–	73
2022 Q3	$2.18M	Hold	12,101	–	–	1.2%	27
2022 Q2	$2.08M	Hold	12,101	–	–	1.2%	26
2022 Q1	$2.51M	Hold	12,101	–	–	1.05%	32
2021 Q4	$2.65M	Buy	+12,101	New	+$2.58M	1.08%	34

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

Topel & Distasi Wealth Management's VONE Position: Q1 2026 in Review

Topel & Distasi Wealth Management sold out of Vanguard Russell 1000 ETF (VONE) in Q1 2026, closing a stake of 8,247 shares — an estimated $2.55M sold.

Topel & Distasi Wealth Management first reported a position in VONE in Q4 2021 and held it in 16 quarters. The position peaked at $3.23M in Q3 2024. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

Topel & Distasi Wealth Management reported no remaining Vanguard Russell 1000 ETF position as of Q1 2026 after selling out during the quarter.
Topel & Distasi Wealth Management sold 8,247 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $2.55M.
Topel & Distasi Wealth Management first reported a position in Vanguard Russell 1000 ETF in Q4 2021 and held it in 16 quarters.
Topel & Distasi Wealth Management's Vanguard Russell 1000 ETF position peaked at $3.23M in Q3 2024.
385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.