West Branch Capital’s Vanguard Russell 1000 ETF VONE Stock Holding History

West Branch Capital’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	$399K	Buy	1,177 +998	+558%	+$327K	0.09%	60
2026 Q1	$52.8K	Hold	179	–	–	0.01%	132
2025 Q4	$55.3K	Hold	179	–	–	0.01%	135
2025 Q3	$54.1K	Hold	179	–	–	0.01%	140
2025 Q2	$50.3K	Hold	179	–	–	0.01%	144
2025 Q1	$45.4K	Hold	179	–	–	0.02%	158
2024 Q4	$47.7K	Hold	179	–	–	0.02%	156
2024 Q3	$46.6K	Hold	179	–	–	0.02%	162
2024 Q2	$44K	Hold	179	–	–	0.02%	164
2024 Q1	$42.7K	Hold	179	–	–	0.02%	168
2023 Q4	$38.8K	Buy	+179	New	+$36.3K	0.02%	177

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

West Branch Capital's VONE Position: Q2 2026 in Review

West Branch Capital increased its Vanguard Russell 1000 ETF (VONE) stake by 558% in Q2 2026, buying an estimated $327K and bringing the position to 1,177 shares worth $399K. The position accounts for 0.09% of the portfolio, ranked #60.

West Branch Capital first reported a position in VONE in Q4 2023 and has held it in 11 quarters since. 409 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

West Branch Capital held 1,177 shares of Vanguard Russell 1000 ETF worth $399K as of Q2 2026.
West Branch Capital bought 998 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $327K.
Vanguard Russell 1000 ETF made up 0.09% of West Branch Capital's portfolio in Q2 2026, its #60 holding.
West Branch Capital first reported a position in Vanguard Russell 1000 ETF in Q4 2023 and has held it in 11 quarters since.
409 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.