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World Investment Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

World Investment Advisors’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 		$229K Sell
760
-960
-56% -$315K ﹤0.01% 1394
2026
Q1 		$508K Hold
1,720
– – 0.01% 979
2025
Q4 		$532K Buy
+1,720
New +$527K 0.01% 906
2025
Q3 		– Sell
-865
Closed -$243K – 1288
2025
Q2 		$243K Sell
865
-1
-0.1% -$260 0.01% 1015
2025
Q1 		$220K Buy
866
+46
+6% +$12.3K 0.01% 977
2024
Q4 		$219K Sell
820
-1,175
-59% -$315K 0.01% 939
2024
Q3 		$519K Sell
1,995
-37
-2% -$9.27K 0.02% 587
2024
Q2 		$500K Sell
2,032
-102
-5% -$24.2K 0.03% 405
2024
Q1 		$509K Sell
2,134
-253
-11% -$57.4K 0.07% 215
2023
Q4 		$518K Sell
2,387
-302
-11% -$61.2K 0.07% 214
2023
Q3 		$523K Hold
2,689
– – 0.1% 141
2023
Q2 		$542K Sell
2,689
-210
-7% -$40K 0.1% 129
2023
Q1 		$540K Sell
2,899
-733
-20% -$133K 0.11% 130
2022
Q4 		$633K Sell
3,632
-86
-2% -$15.1K 0.15% 104
2022
Q3 		$610K Sell
3,718
-225
-6% -$40.8K 0.14% 112
2022
Q2 		$746K Sell
3,943
-4,559
-54% -$853K 0.16% 107
2022
Q1 		$1.76M Sell
8,502
-25,831
-75% -$5.28M 0.37% 50
2021
Q4 		$7.09M Buy
+34,333
New +$7.31M 1.48% 15

Other funds holding VONE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
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

World Investment Advisors's VONE Position: Q2 2026 in Review

World Investment Advisors reduced its Vanguard Russell 1000 ETF (VONE) stake by 56% in Q2 2026, selling an estimated $315K and leaving 760 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

World Investment Advisors first reported a position in VONE in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.09M in Q4 2021. 410 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

  • World Investment Advisors held 760 shares of Vanguard Russell 1000 ETF worth $229K as of Q2 2026.
  • World Investment Advisors sold 960 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $315K.
  • Vanguard Russell 1000 ETF made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1394 holding.
  • World Investment Advisors first reported a position in Vanguard Russell 1000 ETF in Q4 2021 and has held it in 18 quarters since.
  • World Investment Advisors's Vanguard Russell 1000 ETF position peaked at $7.09M in Q4 2021.
  • 410 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.