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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
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

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

W Advisors LLC's VONE Position: Q1 2026 in Review

W Advisors LLC held its Vanguard Russell 1000 ETF (VONE) position steady in Q1 2026 at 1,377 shares worth $406K. 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 4 quarters since. The position peaked at $426K in Q4 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

  • W Advisors LLC held 1,377 shares of Vanguard Russell 1000 ETF worth $406K as of Q1 2026.
  • W Advisors LLC left its Vanguard Russell 1000 ETF share count unchanged in Q1 2026.
  • Vanguard Russell 1000 ETF made up 0.21% of W Advisors LLC's portfolio in Q1 2026, its #92 holding.
  • W Advisors LLC first reported a position in Vanguard Russell 1000 ETF in Q2 2025 and has held it in 4 quarters since.
  • W Advisors LLC's Vanguard Russell 1000 ETF position peaked at $426K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on W Advisors LLC's 13F filing for Q1 2026, filed 29 Apr 2026.