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 Q3	$391K	Sell	1,137 -85	-7%	-$29.2K	0.23%	84
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

Red Cedar Investment Management Grand Rapids, Michigan $1.04B AUM 20.48% 1-Year Est. Return

Jordan Park Group San Francisco, California $2B AUM 16.09% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Flower City Capital Pittsford, New York $234M AUM 15.69% 1-Year Est. Return

Sherrill & Hutchins Financial Advisory Atlanta, Georgia $207M AUM 7.48% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Williams & Novak's VONE Position: Q3 2026 in Review

Williams & Novak reduced its Vanguard Russell 1000 ETF (VONE) stake by 7% in Q3 2026, selling an estimated $29.2K and leaving 1,137 shares worth $391K. The position accounts for 0.23% of the portfolio, ranked #84.

Williams & Novak first reported a position in VONE in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.29M in Q2 2025. 244 funds tracked by Wall St. Rank hold VONE as of Q3 2026.

Williams & Novak held 1,137 shares of Vanguard Russell 1000 ETF worth $391K as of Q3 2026.
Williams & Novak sold 85 Vanguard Russell 1000 ETF shares in Q3 2026, an estimated $29.2K.
Vanguard Russell 1000 ETF made up 0.23% of Williams & Novak's portfolio in Q3 2026, its #84 holding.
Williams & Novak first reported a position in Vanguard Russell 1000 ETF in Q2 2025 and has held it in 6 quarters since.
Williams & Novak's Vanguard Russell 1000 ETF position peaked at $1.29M in Q2 2025.
244 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.