ZF
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Zhang Financial’s Vanguard Russell 1000 ETF VONE Stock Holding History

Zhang Financial’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
Q1 		$6.05M Buy
20,507
+1,528
+8% +$471K 0.21% 67
2025
Q4 		$5.87M Buy
18,979
+63
+0.3% +$19.3K 0.22% 65
2025
Q3 		$5.72M Buy
18,916
+3,426
+22% +$998K 0.23% 58
2025
Q2 		$4.35M Sell
15,490
-623
-4% -$162K 0.2% 64
2025
Q1 		$4.09M Buy
16,113
+1,059
+7% +$283K 0.22% 59
2024
Q4 		$4.02M Buy
15,054
+17
+0.1% +$4.56K 0.23% 54
2024
Q3 		$3.91M Sell
15,037
-430
-3% -$108K 0.25% 53
2024
Q2 		$3.81M Hold
15,467
– – 0.27% 51
2024
Q1 		$3.69M Buy
15,467
+2,351
+18% +$533K 0.27% 51
2023
Q4 		$2.85M Buy
13,116
+427
+3% +$86.5K 0.24% 57
2023
Q3 		$2.47M Buy
12,689
+69
+0.5% +$14K 0.25% 55
2023
Q2 		$2.54M Buy
12,620
+300
+2% +$57.2K 0.26% 59
2023
Q1 		$2.3M Buy
12,320
+6,905
+128% +$1.26M 0.26% 60
2022
Q4 		$944K Buy
5,415
+3,353
+163% +$587K 0.12% 103
2022
Q3 		$337K Hold
2,062
– – 0.05% 165
2022
Q2 		$354K Hold
2,062
– – 0.06% 160
2022
Q1 		$427K Buy
+2,062
New +$421K 0.07% 150

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Zhang Financial's VONE Position: Q1 2026 in Review

Zhang Financial increased its Vanguard Russell 1000 ETF (VONE) stake by 8.1% in Q1 2026, buying an estimated $471K and bringing the position to 20,507 shares worth $6.05M. The position accounts for 0.21% of the portfolio, ranked #67.

Zhang Financial first reported a position in VONE in Q1 2022 and has held it in 17 quarters since. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

  • Zhang Financial held 20,507 shares of Vanguard Russell 1000 ETF worth $6.05M as of Q1 2026.
  • Zhang Financial bought 1,528 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $471K.
  • Vanguard Russell 1000 ETF made up 0.21% of Zhang Financial's portfolio in Q1 2026, its #67 holding.
  • Zhang Financial first reported a position in Vanguard Russell 1000 ETF in Q1 2022 and has held it in 17 quarters since.
  • 385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Zhang Financial's 13F filing for Q1 2026, filed 6 May 2026.