Wealthcare Advisory Partners’s Vanguard Russell 1000 ETF VONE Stock Holding History

Wealthcare Advisory Partners’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 Q2	$2.34M	Sell	6,909 -349	-5%	-$114K	0.04%	321
2026 Q1	$2.14M	Sell	7,258 -298	-4%	-$91.9K	0.04%	353
2025 Q4	$2.34M	Sell	7,556 -37	-0.5%	-$11.3K	0.05%	318
2025 Q3	$2.3M	Sell	7,593 -512	-6%	-$149K	0.05%	311
2025 Q2	$2.28M	Buy	8,105 +450	+6%	+$117K	0.05%	300
2025 Q1	$1.94M	Buy	7,655 +95	+1%	+$25.4K	0.05%	289
2024 Q4	$2.02M	Sell	7,560 -1,049	-12%	-$281K	0.06%	269
2024 Q3	$2.24M	Sell	8,609 -480	-5%	-$120K	0.06%	249
2024 Q2	$2.24M	Sell	9,089 -139	-2%	-$33K	0.07%	220
2024 Q1	$2.2M	Sell	9,228 -479	-5%	-$109K	0.07%	215
2023 Q4	$2.11M	Buy	9,707 +1,629	+20%	+$330K	0.08%	191
2023 Q3	$1.57M	Sell	8,078 -189	-2%	-$38.3K	0.07%	209
2023 Q2	$1.67M	Sell	8,267 -11,673	-59%	-$2.23M	0.07%	207
2023 Q1	$3.72M	Buy	19,940 +6,341	+47%	+$1.15M	0.16%	110
2022 Q4	$2.37M	Sell	13,599 -26,509	-66%	-$4.64M	0.11%	144
2022 Q3	$6.55M	Buy	+40,108	New	+$7.27M	0.37%	59
2021 Q2	–	Sell	-202	Closed	-$37K	–	1834
2021 Q1	$37K	Buy	+202	New	+$36.6K	﹤0.01%	987
2020 Q2	–	Sell	-102	Closed	-$12K	–	1323
2020 Q1	$12K	Sell	102 -15	-13%	-$2.1K	﹤0.01%	883
2019 Q4	$17K	Sell	117 -28	-19%	-$3.95K	﹤0.01%	819
2019 Q3	$20K	Hold	145	–	–	﹤0.01%	756
2019 Q2	$20K	Hold	145	–	–	﹤0.01%	725
2019 Q1	$19K	Hold	145	–	–	﹤0.01%	676
2018 Q4	$17K	Hold	145	–	–	﹤0.01%	668
2018 Q3	$19K	Hold	145	–	–	﹤0.01%	695
2018 Q2	$18K	Hold	145	–	–	﹤0.01%	701
2018 Q1	$18K	Buy	+145	New	+$18.2K	﹤0.01%	613

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JPG

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

Wealthcare Advisory Partners's VONE Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Vanguard Russell 1000 ETF (VONE) stake by 4.8% in Q2 2026, selling an estimated $114K and leaving 6,909 shares worth $2.34M. The position accounts for 0.04% of the portfolio, ranked #321.

Wealthcare Advisory Partners first reported a position in VONE in Q1 2018 and has held it in 26 quarters since. The position peaked at $6.55M in Q3 2022. 409 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

Wealthcare Advisory Partners held 6,909 shares of Vanguard Russell 1000 ETF worth $2.34M as of Q2 2026.
Wealthcare Advisory Partners sold 349 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $114K.
Vanguard Russell 1000 ETF made up 0.04% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #321 holding.
Wealthcare Advisory Partners first reported a position in Vanguard Russell 1000 ETF in Q1 2018 and has held it in 26 quarters since.
Wealthcare Advisory Partners's Vanguard Russell 1000 ETF position peaked at $6.55M in Q3 2022.
409 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.