Valmark Advisers’s Vanguard Russell 1000 ETF VONE Stock Holding History

Valmark Advisers’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	$285K	Sell	840 -25	-3%	-$8.2K	﹤0.01%	630
2026 Q1	$255K	Hold	865	–	–	﹤0.01%	618
2025 Q4	$267K	Sell	865 -92	-10%	-$28.2K	﹤0.01%	582
2025 Q3	$289K	Hold	957	–	–	﹤0.01%	565
2025 Q2	$269K	Hold	957	–	–	﹤0.01%	572
2025 Q1	$243K	Hold	957	–	–	﹤0.01%	559
2024 Q4	$255K	Sell	957 -20	-2%	-$5.36K	﹤0.01%	543
2024 Q3	$254K	Buy	977 +7	+0.7%	+$1.75K	﹤0.01%	528
2024 Q2	$239K	Buy	+970	New	+$231K	﹤0.01%	518

Other funds holding VONE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

Valmark Advisers's VONE Position: Q2 2026 in Review

Valmark Advisers reduced its Vanguard Russell 1000 ETF (VONE) stake by 2.9% in Q2 2026, selling an estimated $8.2K and leaving 840 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Valmark Advisers first reported a position in VONE in Q2 2024 and has held it in 9 quarters since. The position peaked at $289K in Q3 2025. 411 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

Valmark Advisers held 840 shares of Vanguard Russell 1000 ETF worth $285K as of Q2 2026.
Valmark Advisers sold 25 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $8.2K.
Vanguard Russell 1000 ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #630 holding.
Valmark Advisers first reported a position in Vanguard Russell 1000 ETF in Q2 2024 and has held it in 9 quarters since.
Valmark Advisers's Vanguard Russell 1000 ETF position peaked at $289K in Q3 2025.
411 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.