WI
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WBI Investments’s Vanguard Russell 1000 ETF VONE Stock Holding History

WBI Investments’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 		$250K Buy
847
+65
+8% +$20K 0.07% 260
2025
Q4 		$242K Sell
782
-5
-0.6% -$1.53K 0.06% 281
2025
Q3 		$238K Sell
787
-7
-0.9% -$2.04K 0.06% 280
2025
Q2 		$223K Buy
+794
New +$206K 0.06% 248

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

WBI Investments's VONE Position: Q1 2026 in Review

WBI Investments increased its Vanguard Russell 1000 ETF (VONE) stake by 8.3% in Q1 2026, buying an estimated $20K and bringing the position to 847 shares worth $250K. The position accounts for 0.07% of the portfolio, ranked #260.

WBI Investments first reported a position in VONE in Q2 2025 and has held it in 4 quarters since. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

  • WBI Investments held 847 shares of Vanguard Russell 1000 ETF worth $250K as of Q1 2026.
  • WBI Investments bought 65 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $20K.
  • Vanguard Russell 1000 ETF made up 0.07% of WBI Investments's portfolio in Q1 2026, its #260 holding.
  • WBI Investments first reported a position in Vanguard Russell 1000 ETF in Q2 2025 and has held it in 4 quarters since.
  • 385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.