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VSM Wealth Advisory’s Vanguard Russell 1000 ETF VONE Stock Holding History

VSM Wealth Advisory’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 		$3.01K Hold
10
– – ﹤0.01% 431
2025
Q4 		$3.15K Hold
10
– – ﹤0.01% 398
2025
Q3 		$3.07K Hold
10
– – ﹤0.01% 394
2025
Q2 		$2.84K Hold
10
– – ﹤0.01% 459
2025
Q1 		$2.56K Hold
10
– – ﹤0.01% 446
2024
Q4 		$2.68K Buy
+10
New +$2.68K ﹤0.01% 430

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

VSM Wealth Advisory's VONE Position: Q1 2026 in Review

VSM Wealth Advisory held its Vanguard Russell 1000 ETF (VONE) position steady in Q1 2026 at 10 shares worth $3.01K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

VSM Wealth Advisory first reported a position in VONE in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.15K in Q4 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

  • VSM Wealth Advisory held 10 shares of Vanguard Russell 1000 ETF worth $3.01K as of Q1 2026.
  • VSM Wealth Advisory left its Vanguard Russell 1000 ETF share count unchanged in Q1 2026.
  • Vanguard Russell 1000 ETF made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q1 2026, its #431 holding.
  • VSM Wealth Advisory first reported a position in Vanguard Russell 1000 ETF in Q4 2024 and has held it in 6 quarters since.
  • VSM Wealth Advisory's Vanguard Russell 1000 ETF position peaked at $3.15K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on VSM Wealth Advisory's 13F filing for Q1 2026, filed 6 May 2026.