Vestia Personal Wealth Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

Vestia Personal 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
2025 Q3	–	Sell	-973	Closed	-$273K	–	104
2025 Q2	$273K	Buy	973 +2	+0.2%	+$520	0.19%	80
2025 Q1	$246K	Buy	971 +2	+0.2%	+$535	0.2%	76
2024 Q4	$258K	Sell	969 -117	-11%	-$31.4K	0.21%	75
2024 Q3	$282K	Sell	1,086 -269	-20%	-$67.4K	0.27%	61
2024 Q2	$333K	Buy	+1,355	New	+$322K	0.36%	45

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

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

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

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

JPG

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Vestia Personal Wealth Advisors's VONE Position: Q3 2025 in Review

Vestia Personal Wealth Advisors sold out of Vanguard Russell 1000 ETF (VONE) in Q3 2025, closing a stake of 973 shares — an estimated $273K sold.

Vestia Personal Wealth Advisors first reported a position in VONE in Q2 2024 and held it in 5 quarters. The position peaked at $333K in Q2 2024. 344 funds tracked by Wall St. Rank hold VONE as of Q3 2025.

Vestia Personal Wealth Advisors reported no remaining Vanguard Russell 1000 ETF position as of Q3 2025 after selling out during the quarter.
Vestia Personal Wealth Advisors sold 973 Vanguard Russell 1000 ETF shares in Q3 2025, an estimated $273K.
Vestia Personal Wealth Advisors first reported a position in Vanguard Russell 1000 ETF in Q2 2024 and held it in 5 quarters.
Vestia Personal Wealth Advisors's Vanguard Russell 1000 ETF position peaked at $333K in Q2 2024.
344 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2025.

Based on Vestia Personal Wealth Advisors's 13F filing for Q3 2025, filed 15 Oct 2025.