US Financial Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

US Financial 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
2025 Q1	$4.62M	Sell	18,181 -235	-1%	-$62.9K	1.36%	24
2024 Q4	$4.91M	Sell	18,416 -160	-0.9%	-$42.9K	1.51%	22
2024 Q3	$4.83M	Buy	18,576 +1,067	+6%	+$267K	1.5%	21
2024 Q2	$4.31M	Buy	17,509 +555	+3%	+$132K	1.44%	22
2024 Q1	$4.04M	Buy	16,954 +34	+0.2%	+$7.71K	1.4%	21
2023 Q4	$3.67M	Sell	16,920 -59	-0.3%	-$12K	1.37%	22
2023 Q3	$3.31M	Buy	16,979 +519	+3%	+$105K	1.37%	22
2023 Q2	$3.32M	Buy	16,460 +2,578	+19%	+$492K	1.41%	21
2023 Q1	$2.59M	Sell	13,882 -1,117	-7%	-$203K	1.15%	23
2022 Q4	$2.61M	Buy	14,999 +1,836	+14%	+$322K	1.31%	22
2022 Q3	$2.15M	Buy	+13,163	New	+$2.39M	1.2%	22

Other funds holding VONE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

US Financial Advisors's VONE Position: Q1 2025 in Review

US Financial Advisors reduced its Vanguard Russell 1000 ETF (VONE) stake by 1.3% in Q1 2025, selling an estimated $62.9K and leaving 18,181 shares worth $4.62M. The position accounts for 1.36% of the portfolio, ranked #24.

US Financial Advisors first reported a position in VONE in Q3 2022 and has held it in 11 quarters since. The position peaked at $4.91M in Q4 2024. 314 funds tracked by Wall St. Rank hold VONE as of Q1 2025.

US Financial Advisors held 18,181 shares of Vanguard Russell 1000 ETF worth $4.62M as of Q1 2025.
US Financial Advisors sold 235 Vanguard Russell 1000 ETF shares in Q1 2025, an estimated $62.9K.
Vanguard Russell 1000 ETF made up 1.36% of US Financial Advisors's portfolio in Q1 2025, its #24 holding.
US Financial Advisors first reported a position in Vanguard Russell 1000 ETF in Q3 2022 and has held it in 11 quarters since.
US Financial Advisors's Vanguard Russell 1000 ETF position peaked at $4.91M in Q4 2024.
314 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.