VWM
VONE icon

Verus Wealth Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

Verus 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 		$1.7M Buy
5,770
+685
+13% +$211K 1.58% 16
2025
Q4 		$1.57M Sell
5,085
-195
-4% -$59.8K 1.46% 18
2025
Q3 		$1.6M Sell
5,280
-548
-9% -$160K 1.49% 19
2025
Q2 		$1.64M Buy
5,828
+3,430
+143% +$891K 1.65% 14
2025
Q1 		$609K Hold
2,398
– – 0.67% 31
2024
Q4 		$640K Buy
+2,398
New +$643K 0.72% 30

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Verus Wealth Management's VONE Position: Q1 2026 in Review

Verus Wealth Management increased its Vanguard Russell 1000 ETF (VONE) stake by 13% in Q1 2026, buying an estimated $211K and bringing the position to 5,770 shares worth $1.7M. The position accounts for 1.58% of the portfolio, ranked #16.

Verus Wealth Management first reported a position in VONE in Q4 2024 and has held it in 6 quarters since. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

  • Verus Wealth Management held 5,770 shares of Vanguard Russell 1000 ETF worth $1.7M as of Q1 2026.
  • Verus Wealth Management bought 685 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $211K.
  • Vanguard Russell 1000 ETF made up 1.58% of Verus Wealth Management's portfolio in Q1 2026, its #16 holding.
  • Verus Wealth Management first reported a position in Vanguard Russell 1000 ETF in Q4 2024 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 Verus Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.