W Advisors LLC
VONE icon

W Advisors LLC’s Vanguard Russell 1000 ETF VONE Stock Holding History

W Advisors LLC’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
Q3 		$474K Hold
1,377
– – 0.21% 92
2026
Q2 		$466K Hold
1,377
– – 0.21% 94
2026
Q1 		$406K Hold
1,377
– – 0.21% 92
2025
Q4 		$426K Hold
1,377
– – 0.21% 88
2025
Q3 		$416K Hold
1,377
– – 0.22% 89
2025
Q2 		$387K Buy
+1,377
New +$358K 0.22% 88

Other funds holding VONE

Red Cedar Investment Management
Red Cedar Investment Management Grand Rapids, Michigan $1.04B AUM 20.48% 1-Year Est. Return
Jordan Park Group
Jordan Park Group San Francisco, California $2B AUM 16.09% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Flower City Capital
Flower City Capital Pittsford, New York $234M AUM 15.69% 1-Year Est. Return
Sherrill & Hutchins Financial Advisory
Sherrill & Hutchins Financial Advisory Atlanta, Georgia $207M AUM 7.48% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

W Advisors LLC's VONE Position: Q3 2026 in Review

W Advisors LLC held its Vanguard Russell 1000 ETF (VONE) position steady in Q3 2026 at 1,377 shares worth $474K. The position accounts for 0.21% of the portfolio, ranked #92.

W Advisors LLC first reported a position in VONE in Q2 2025 and has held it in 6 quarters since. 230 funds tracked by Wall St. Rank hold VONE as of Q3 2026.

  • W Advisors LLC held 1,377 shares of Vanguard Russell 1000 ETF worth $474K as of Q3 2026.
  • W Advisors LLC left its Vanguard Russell 1000 ETF share count unchanged in Q3 2026.
  • Vanguard Russell 1000 ETF made up 0.21% of W Advisors LLC's portfolio in Q3 2026, its #92 holding.
  • W Advisors LLC first reported a position in Vanguard Russell 1000 ETF in Q2 2025 and has held it in 6 quarters since.
  • 230 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2026.

Based on W Advisors LLC's 13F filing for Q3 2026, filed 2 Nov 2026.