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
Q2 		$23.6M Buy
69,623
+49,116
+240% +$16.1M 0.69% 33
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 $1.89T 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

Zhang Financial's VONE Position: Q2 2026 in Review

Zhang Financial increased its Vanguard Russell 1000 ETF (VONE) stake by 240% in Q2 2026, buying an estimated $16.1M and bringing the position to 69,623 shares worth $23.6M. The position accounts for 0.69% of the portfolio, ranked #33.

Zhang Financial first reported a position in VONE in Q1 2022 and has held it in 18 quarters since. 408 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

  • Zhang Financial held 69,623 shares of Vanguard Russell 1000 ETF worth $23.6M as of Q2 2026.
  • Zhang Financial bought 49,116 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $16.1M.
  • Vanguard Russell 1000 ETF made up 0.69% of Zhang Financial's portfolio in Q2 2026, its #33 holding.
  • Zhang Financial first reported a position in Vanguard Russell 1000 ETF in Q1 2022 and has held it in 18 quarters since.
  • 408 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.