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WealthShield Partners’s Vanguard Russell 1000 ETF VONE Stock Holding History

WealthShield 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
Q1 		$682K Buy
2,312
+80
+4% +$24.7K 0.08% 221
2025
Q4 		$690K Sell
2,232
-160
-7% -$49K 0.08% 216
2025
Q3 		$723K Buy
2,392
+23
+1% +$6.7K 0.08% 207
2025
Q2 		$665K Buy
2,369
+149
+7% +$38.7K 0.08% 208
2025
Q1 		$564K Buy
2,220
+166
+8% +$44.4K 0.07% 213
2024
Q4 		$548K Buy
2,054
+36
+2% +$9.65K 0.08% 204
2024
Q3 		$525K Buy
2,018
+17
+0.8% +$4.26K 0.07% 207
2024
Q2 		$494K Sell
2,001
-3
-0.1% -$713 0.08% 205
2024
Q1 		$478K Buy
2,004
+13
+0.7% +$2.95K 0.08% 197
2023
Q4 		$432K Sell
1,991
-18
-0.9% -$3.65K 0.07% 213
2023
Q3 		$391K Buy
2,009
+1
+0% +$202 0.06% 223
2023
Q2 		$405K Buy
2,008
+96
+5% +$18.3K 0.06% 219
2023
Q1 		$356K Buy
+1,912
New +$348K 0.06% 231
2022
Q4 		– Sell
-1,737
Closed -$285K – 315
2022
Q3 		$285K Buy
1,737
+20
+1% +$3.63K 0.06% 249
2022
Q2 		$296K Sell
1,717
-6
-0.3% -$1.12K 0.06% 251
2022
Q1 		$357K Sell
1,723
-196
-10% -$40K 0.06% 269
2021
Q4 		$420K Sell
1,919
-252
-12% -$53.7K 0.07% 204
2021
Q3 		$435K Sell
2,171
-5,498
-72% -$1.13M 0.12% 153
2021
Q2 		$1.54M Sell
7,669
-333
-4% -$65K 0.24% 77
2021
Q1 		$1.48M Buy
8,002
+1,442
+22% +$261K 0.27% 80
2020
Q4 		$1.15M Buy
6,560
+4,068
+163% +$672K 0.21% 93
2020
Q3 		$386K Buy
2,492
+5
+0.2% +$763 0.14% 163
2020
Q2 		$353K Sell
2,487
-752
-23% -$101K 0.16% 141
2020
Q1 		$380K Sell
3,239
-355
-10% -$49.6K 0.23% 90
2019
Q4 		$530K Buy
3,594
+202
+6% +$28.5K 0.26% 86
2019
Q3 		$461K Buy
3,392
+282
+9% +$38.3K 0.24% 97
2019
Q2 		$419K Buy
3,110
+900
+41% +$119K 0.24% 92
2019
Q1 		$287K Buy
+2,210
New +$276K 0.16% 110

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

WealthShield Partners's VONE Position: Q1 2026 in Review

WealthShield Partners increased its Vanguard Russell 1000 ETF (VONE) stake by 3.6% in Q1 2026, buying an estimated $24.7K and bringing the position to 2,312 shares worth $682K. The position accounts for 0.08% of the portfolio, ranked #221.

WealthShield Partners first reported a position in VONE in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.54M in Q2 2021. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

  • WealthShield Partners held 2,312 shares of Vanguard Russell 1000 ETF worth $682K as of Q1 2026.
  • WealthShield Partners bought 80 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $24.7K.
  • Vanguard Russell 1000 ETF made up 0.08% of WealthShield Partners's portfolio in Q1 2026, its #221 holding.
  • WealthShield Partners first reported a position in Vanguard Russell 1000 ETF in Q1 2019 and has held it in 28 quarters since.
  • WealthShield Partners's Vanguard Russell 1000 ETF position peaked at $1.54M in Q2 2021.
  • 385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.