U.S. Capital Wealth Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

U.S. Capital Wealth 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 Q1	$964K	Buy	3,265 +1,120	+52%	+$345K	0.02%	525
2025 Q4	$663K	Buy	2,145 +571	+36%	+$175K	0.02%	588
2025 Q3	$476K	Hold	1,574	–	–	0.01%	647
2025 Q2	$442K	Buy	1,574 +364	+30%	+$94.6K	0.01%	623
2025 Q1	$307K	Buy	+1,210	New	+$324K	0.01%	696
2023 Q1	–	Sell	-275	Closed	-$47.9K	–	1513
2022 Q4	$47.9K	Buy	+275	New	+$48.2K	﹤0.01%	896

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

U.S. Capital Wealth Advisors's VONE Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Vanguard Russell 1000 ETF (VONE) stake by 52% in Q1 2026, buying an estimated $345K and bringing the position to 3,265 shares worth $964K. The position accounts for 0.02% of the portfolio, ranked #525.

U.S. Capital Wealth Advisors first reported a position in VONE in Q4 2022 and has held it in 6 quarters since. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

U.S. Capital Wealth Advisors held 3,265 shares of Vanguard Russell 1000 ETF worth $964K as of Q1 2026.
U.S. Capital Wealth Advisors bought 1,120 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $345K.
Vanguard Russell 1000 ETF made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #525 holding.
U.S. Capital Wealth Advisors first reported a position in Vanguard Russell 1000 ETF in Q4 2022 and has held it in 6 quarters since.
385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.