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Wealthspire Advisors (New York)’s Vanguard Russell 1000 ETF VONE Stock Holding History

Wealthspire Advisors (New York)’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 		$2.4M Buy
8,119
+2,312
+40% +$713K 0.02% 258
2025
Q4 		$1.79M Buy
5,807
+346
+6% +$106K 0.01% 310
2025
Q3 		$1.65M Buy
5,461
+15
+0.3% +$4.37K 0.01% 304
2025
Q2 		$1.53M Buy
5,446
+16
+0.3% +$4.16K 0.01% 320
2025
Q1 		$1.38M Buy
5,430
+16
+0.3% +$4.28K 0.01% 330
2024
Q4 		$1.44M Buy
5,414
+15
+0.3% +$4.02K 0.01% 298
2024
Q3 		$1.4M Buy
5,399
+37
+0.7% +$9.27K 0.01% 311
2024
Q2 		$1.32M Hold
5,362
– – 0.02% 262
2024
Q1 		$1.28M Buy
5,362
+467
+10% +$106K 0.02% 276
2023
Q4 		$1.06M Buy
4,895
+780
+19% +$158K 0.02% 300
2023
Q3 		$801K Buy
4,115
+16
+0.4% +$3.24K 0.01% 315
2023
Q2 		$826K Buy
4,099
+13
+0.3% +$2.48K 0.01% 283
2023
Q1 		$761K Buy
4,086
+15
+0.4% +$2.73K 0.01% 294
2022
Q4 		$709K Buy
4,071
+578
+17% +$101K 0.01% 319
2022
Q3 		$571K Buy
3,493
+13
+0.4% +$2.36K 0.01% 312
2022
Q2 		$598K Hold
3,480
– – 0.01% 293
2022
Q1 		$721K Sell
3,480
-293
-8% -$59.8K 0.02% 223
2021
Q4 		$826K Buy
3,773
+325
+9% +$69.2K 0.02% 252
2021
Q3 		$690K Buy
3,448
+9
+0.3% +$1.85K 0.01% 302
2021
Q2 		$689K Buy
3,439
+156
+5% +$30.4K 0.02% 198
2021
Q1 		$608K Buy
3,283
+160
+5% +$29K 0.01% 348
2020
Q4 		$547K Sell
3,123
-1,057
-25% -$175K 0.02% 289
2020
Q3 		$647K Buy
4,180
+311
+8% +$47.5K 0.04% 160
2020
Q2 		$549K Buy
3,869
+11
+0.3% +$1.47K 0.04% 146
2020
Q1 		$452K Buy
3,858
+16
+0.4% +$2.24K 0.02% 308
2019
Q4 		$567K Buy
+3,842
New +$542K 0.04% 97

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

Wealthspire Advisors (New York)'s VONE Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Vanguard Russell 1000 ETF (VONE) stake by 40% in Q1 2026, buying an estimated $713K and bringing the position to 8,119 shares worth $2.4M. The position accounts for 0.02% of the portfolio, ranked #258.

Wealthspire Advisors (New York) first reported a position in VONE in Q4 2019 and has held it in 26 quarters since. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

  • Wealthspire Advisors (New York) held 8,119 shares of Vanguard Russell 1000 ETF worth $2.4M as of Q1 2026.
  • Wealthspire Advisors (New York) bought 2,312 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $713K.
  • Vanguard Russell 1000 ETF made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #258 holding.
  • Wealthspire Advisors (New York) first reported a position in Vanguard Russell 1000 ETF in Q4 2019 and has held it in 26 quarters since.
  • 385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.