UBS Group
VONE icon

UBS Group’s Vanguard Russell 1000 ETF VONE Stock Holding History

UBS Group’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 		$210M Sell
711,234
-81,753
-10% -$25.2M 0.03% 597
2025
Q4 		$245M Buy
792,987
+29,875
+4% +$9.16M 0.04% 480
2025
Q3 		$231M Sell
763,112
-22,705
-3% -$6.62M 0.04% 511
2025
Q2 		$221M Buy
785,817
+112,191
+17% +$29.1M 0.04% 491
2025
Q1 		$171M Buy
673,626
+68,803
+11% +$18.4M 0.03% 595
2024
Q4 		$161M Buy
604,823
+7,569
+1% +$2.03M 0.03% 622
2024
Q3 		$155M Sell
597,254
-4,053
-0.7% -$1.02M 0.03% 518
2024
Q2 		$148M Buy
601,307
+35,822
+6% +$8.51M 0.04% 458
2024
Q1 		$135M Sell
565,485
-63,752
-10% -$14.5M 0.03% 508
2023
Q4 		$137M Buy
629,237
+51,770
+9% +$10.5M 0.04% 450
2023
Q3 		$112M Sell
577,467
-22,790
-4% -$4.61M 0.04% 460
2023
Q2 		$121M Buy
600,257
+2,932
+0.5% +$559K 0.04% 422
2023
Q1 		$111M Sell
597,325
-64,980
-10% -$11.8M 0.04% 419
2022
Q4 		$115M Buy
662,305
+92,724
+16% +$16.2M 0.04% 437
2022
Q3 		$93.1M Sell
569,581
-91,100
-14% -$16.5M 0.04% 452
2022
Q2 		$114M Buy
660,681
+36,934
+6% +$6.91M 0.05% 404
2022
Q1 		$129M Sell
623,747
-33,724
-5% -$6.89M 0.04% 432
2021
Q4 		$144M Buy
657,471
+44,617
+7% +$9.5M 0.04% 448
2021
Q3 		$123M Sell
612,854
-23,430
-4% -$4.82M 0.04% 468
2021
Q2 		$127M Buy
636,284
+150,665
+31% +$29.4M 0.04% 438
2021
Q1 		$89.9M Sell
485,619
-2,934
-0.6% -$531K 0.03% 558
2020
Q4 		$85.6M Buy
488,553
+51,522
+12% +$8.51M 0.03% 534
2020
Q3 		$67.7M Sell
437,031
-11,675
-3% -$1.78M 0.03% 530
2020
Q2 		$63.7M Buy
448,706
+43,947
+11% +$5.88M 0.03% 511
2020
Q1 		$47.5M Buy
404,759
+22,171
+6% +$3.1M 0.02% 568
2019
Q4 		$56.4M Buy
382,588
+15,146
+4% +$2.14M 0.02% 712
2019
Q3 		$50M Buy
367,442
+17,694
+5% +$2.4M 0.02% 692
2019
Q2 		$47.1M Buy
349,748
+23,596
+7% +$3.12M 0.02% 694
2019
Q1 		$42.4M Buy
326,152
+3,180
+1% +$397K 0.02% 722
2018
Q4 		$37M Buy
322,972
+51,735
+19% +$6.39M 0.02% 747
2018
Q3 		$36.2M Sell
271,237
-23,536
-8% -$3.08M 0.01% 837
2018
Q2 		$36.8M Buy
294,773
+27,157
+10% +$3.38M 0.02% 819
2018
Q1 		$32.4M Sell
267,616
-9,944
-4% -$1.25M 0.01% 850
2017
Q4 		$34M Buy
277,560
+38,974
+16% +$4.65M 0.01% 861
2017
Q3 		$27.5M Sell
238,586
-48,419
-17% -$5.48M 0.01% 916
2017
Q2 		$31.9M Buy
287,005
+17,731
+7% +$1.95M 0.02% 787
2017
Q1 		$29.2M Sell
269,274
-14,952
-5% -$1.6M 0.02% 796
2016
Q4 		$29.2M Buy
284,226
+44,640
+19% +$4.48M 0.02% 801
2016
Q3 		$23.9M Buy
239,586
+25,282
+12% +$2.51M 0.01% 874
2016
Q2 		$20.6M Buy
214,304
+72,952
+52% +$6.94M 0.01% 918
2016
Q1 		$13.3M Buy
141,352
+24,411
+21% +$2.18M 0.01% 1140
2015
Q4 		$10.9M Buy
116,941
+101,059
+636% +$9.54M 0.01% 1339
2015
Q3 		$1.4M Buy
15,882
+6,769
+74% +$635K ﹤0.01% 3061
2015
Q2 		$869K Buy
9,113
+2,880
+46% +$280K ﹤0.01% 3681
2015
Q1 		$597K Sell
6,233
-1,831
-23% -$175K ﹤0.01% 4000
2014
Q4 		$764K Buy
+8,064
New +$746K ﹤0.01% 3795

Other funds holding VONE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citigroup
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

UBS Group's VONE Position: Q1 2026 in Review

UBS Group reduced its Vanguard Russell 1000 ETF (VONE) stake by 10% in Q1 2026, selling an estimated $25.2M and leaving 711,234 shares worth $210M. The position accounts for 0.03% of the portfolio, ranked #597.

UBS Group first reported a position in VONE in Q4 2014 and has held it in 46 quarters since. The position peaked at $245M in Q4 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

  • UBS Group held 711,234 shares of Vanguard Russell 1000 ETF worth $210M as of Q1 2026.
  • UBS Group sold 81,753 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $25.2M.
  • Vanguard Russell 1000 ETF made up 0.03% of UBS Group's portfolio in Q1 2026, its #597 holding.
  • UBS Group first reported a position in Vanguard Russell 1000 ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Vanguard Russell 1000 ETF position peaked at $245M in Q4 2025.
  • 385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.