VONE · VANGUARD RUSSELL 1000 INDEX FUND ETF
$348.69
-1.24 (-0.35%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 4
Total Value: $25,736,960
Total Shares: 75,983
Institutional Ownership Trend
20 quarters
Holder Concentration
Across 4 13F filers · Δ vs Mar 31, 2026Top Holder
91.3%
−6.3 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
8,376
Highly concentrated−1,164
Quarterly Activity
vs Mar 31, 2026
New
4
Increased
0
Decreased
0
Sold Out
2
Unchanged
0
Holder count:
+2
Institutional value:
+201.7%
Shares held:
+162.8%
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mid Parkside Financial Bank & Trust | 69,377 | $23,499,376 | |
| Large Corient Private Wealth LLC | 4,521 | $1,531,353 | |
| Mid Strategic Financial Services, Inc. | 1,425 | $482,676 | |
| Small Range Advisory, LLC | 660 | $223,555 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large M&T Bank Corp | 28,230 | $8,331,236 | |
| Mid Dakota Wealth Management | 680 | $200,681 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mid Parkside Financial Bank & Trust Bank VONE | $23,499,376 | 91.31% | 69,377 | Shares | 2026-09-04 | |
| Large Corient Private Wealth LLC VONE | $1,531,353 | 5.95% | 4,521 | Shares | 2026-08-27 | |
| Mid Strategic Financial Services, Inc. VONE | $482,676 | 1.88% | 1,425 | Shares | 2026-08-24 | |
| Small Range Advisory, LLC VONE | $223,555 | 0.87% | 660 | Shares | 2026-09-02 |