Welch Group’s Vanguard Russell 1000 ETF VONE Stock Holding History

Welch Group’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	$1.43M	Hold	4,222	–	–	0.05%	99
2026 Q1	$1.25M	Sell	4,222 -15	-0.4%	-$4.63K	0.05%	107
2025 Q4	$1.31M	Hold	4,237	–	–	0.05%	103
2025 Q3	$1.28M	Hold	4,237	–	–	0.05%	95
2025 Q2	$1.19M	Hold	4,237	–	–	0.05%	96
2025 Q1	$1.07M	Sell	4,237 -129	-3%	-$34.5K	0.05%	94
2024 Q4	$1.17M	Hold	4,366	–	–	0.05%	94
2024 Q3	$1.14M	Hold	4,366	–	–	0.05%	92
2024 Q2	$1.07M	Sell	4,366 -3	-0.1%	-$713	0.05%	93
2024 Q1	$1.04M	Sell	4,369 -125	-3%	-$28.3K	0.05%	83
2023 Q4	$975K	Hold	4,494	–	–	0.05%	91
2023 Q3	$875K	Sell	4,494 -1	-0%	-$202	0.05%	88
2023 Q2	$906K	Hold	4,495	–	–	0.05%	85
2023 Q1	$838K	Hold	4,495	–	–	0.05%	87
2022 Q4	$783K	Sell	4,495 -74	-2%	-$13K	0.04%	94
2022 Q3	$746K	Hold	4,569	–	–	0.05%	84
2022 Q2	$785K	Hold	4,569	–	–	0.05%	86
2022 Q1	$947K	Hold	4,569	–	–	0.05%	84
2021 Q4	$1M	Hold	4,569	–	–	0.06%	86
2021 Q3	$915K	Hold	4,569	–	–	0.06%	84
2021 Q2	$915K	Hold	4,569	–	–	0.06%	84
2021 Q1	$846K	Hold	4,569	–	–	0.06%	82
2020 Q4	$801K	Sell	4,569 -121	-3%	-$20K	0.06%	81
2020 Q3	$726K	Hold	4,690	–	–	0.06%	77
2020 Q2	$666K	Sell	4,690 -517	-10%	-$69.2K	0.06%	73
2020 Q1	$610K	Buy	+5,207	New	+$728K	0.07%	70

Other funds holding VONE

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

FCC

Flower City Capital Pittsford, New York $227M AUM 23.31% 1-Year Est. Return

SHFA

Sherrill & Hutchins Financial Advisory Atlanta, Georgia $209M AUM 15.48% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

CWM

Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return

SIA

Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

Welch Group's VONE Position: Q2 2026 in Review

Welch Group held its Vanguard Russell 1000 ETF (VONE) position steady in Q2 2026 at 4,222 shares worth $1.43M. The position accounts for 0.05% of the portfolio, ranked #99.

Welch Group first reported a position in VONE in Q1 2020 and has held it in 26 quarters since. 137 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

Welch Group held 4,222 shares of Vanguard Russell 1000 ETF worth $1.43M as of Q2 2026.
Welch Group left its Vanguard Russell 1000 ETF share count unchanged in Q2 2026.
Vanguard Russell 1000 ETF made up 0.05% of Welch Group's portfolio in Q2 2026, its #99 holding.
Welch Group first reported a position in Vanguard Russell 1000 ETF in Q1 2020 and has held it in 26 quarters since.
137 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.