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Williams & Novak’s Vanguard Russell 1000 ETF VONE Stock Holding History

Williams & Novak’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 		$414K Buy
1,222
+193
+19% +$63.3K 0.27% 83
2026
Q1 		$306K Sell
1,029
-1,197
-54% -$369K 0.23% 86
2025
Q4 		$688K Buy
2,226
+142
+7% +$43.5K 0.52% 47
2025
Q3 		$630K Sell
2,084
-2,502
-55% -$729K 0.48% 54
2025
Q2 		$1.29M Buy
+4,586
New +$1.19M 1.1% 23

Other funds holding VONE

AC
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
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
CWM
Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Williams & Novak's VONE Position: Q2 2026 in Review

Williams & Novak increased its Vanguard Russell 1000 ETF (VONE) stake by 19% in Q2 2026, buying an estimated $63.3K and bringing the position to 1,222 shares worth $414K. The position accounts for 0.27% of the portfolio, ranked #83.

Williams & Novak first reported a position in VONE in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.29M in Q2 2025. 53 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

  • Williams & Novak held 1,222 shares of Vanguard Russell 1000 ETF worth $414K as of Q2 2026.
  • Williams & Novak bought 193 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $63.3K.
  • Vanguard Russell 1000 ETF made up 0.27% of Williams & Novak's portfolio in Q2 2026, its #83 holding.
  • Williams & Novak first reported a position in Vanguard Russell 1000 ETF in Q2 2025 and has held it in 5 quarters since.
  • Williams & Novak's Vanguard Russell 1000 ETF position peaked at $1.29M in Q2 2025.
  • 53 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.