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 Q2	$2.76M	Buy	8,140 +21	+0.3%	+$6.88K	0.02%	363
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 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

Wealthspire Advisors (New York)'s VONE Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Vanguard Russell 1000 ETF (VONE) stake by 0.26% in Q2 2026, buying an estimated $6.88K and bringing the position to 8,140 shares worth $2.76M. The position accounts for 0.02% of the portfolio, ranked #363.

Wealthspire Advisors (New York) first reported a position in VONE in Q4 2019 and has held it in 27 quarters since. 411 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

Wealthspire Advisors (New York) held 8,140 shares of Vanguard Russell 1000 ETF worth $2.76M as of Q2 2026.
Wealthspire Advisors (New York) bought 21 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $6.88K.
Vanguard Russell 1000 ETF made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #363 holding.
Wealthspire Advisors (New York) first reported a position in Vanguard Russell 1000 ETF in Q4 2019 and has held it in 27 quarters since.
411 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.