Capital Advantage, Inc. Vanguard Russell 1000 ETF Transaction History

Capital Advantage, Inc.

$664 Million
Q4 2025

A detailed history of Capital Advantage, Inc. transactions in Vanguard Russell 1000 ETF stock. As of the latest transaction made, Capital Advantage, Inc. holds 2,098 shares of VONE stock, worth $638,232. This represents 0.1% of its overall portfolio holdings.

Number of Shares

2,098

Holding current value

$638,232

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 07, 2026	BUY	$296.54 - $311.51 $622,140 - $653,547	2,098 New	2,098 $638,000

Others Institutions Holding VONE

# of Institutions

382

Shares Held

11.8M

Call Options Held

1.3K

Put Options Held

Morgan Stanley New York, NY

1.16M
Shares

$354 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

797K
Shares

$242 Million
0.06% of portfolio
Ubs Group Ag

763K
Shares

$232 Million
0.04% of portfolio
Red Cedar Investment Management, LLC

542K
Shares

$165 Million
19.64% of portfolio
Stifel Financial Corp St. Louis, MO

439K
Shares

$134 Million
0.13% of portfolio

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About VANGUARD RUSSELL 1000 ETF

Ticker VONE
Sector ETFs
Industry ETFs

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Capital Advantage, Inc. Vanguard Russell 1000 ETF Transaction History