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XY Planning Network’s Vanguard Russell 1000 ETF VONE Stock Holding History

XY Planning Network’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
2025
Q4 		– Sell
-1,025
Closed -$288K – 257
2025
Q3 		$288K Hold
1,025
– – 0.1% 147
2025
Q2 		$288K Buy
+1,025
New +$266K 0.1% 147

Other funds holding VONE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

XY Planning Network's VONE Position: Q4 2025 in Review

XY Planning Network sold out of Vanguard Russell 1000 ETF (VONE) in Q4 2025, closing a stake of 1,025 shares — an estimated $288K sold.

XY Planning Network first reported a position in VONE in Q2 2025 and held it in 2 quarters. The position peaked at $288K in Q3 2025. 377 funds tracked by Wall St. Rank hold VONE as of Q4 2025.

  • XY Planning Network reported no remaining Vanguard Russell 1000 ETF position as of Q4 2025 after selling out during the quarter.
  • XY Planning Network sold 1,025 Vanguard Russell 1000 ETF shares in Q4 2025, an estimated $288K.
  • XY Planning Network first reported a position in Vanguard Russell 1000 ETF in Q2 2025 and held it in 2 quarters.
  • XY Planning Network's Vanguard Russell 1000 ETF position peaked at $288K in Q3 2025.
  • 377 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q4 2025.

Based on XY Planning Network's 13F filing for Q4 2025, filed 26 Jan 2026.