Atria Investments’s Vanguard Russell 1000 ETF VONE Stock Holding History

Atria Investments’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	$1.56M	Sell	4,595 -423	-8%	-$139K	0.02%	880
2026 Q1	$1.48M	Sell	5,018 -583	-10%	-$180K	0.02%	847
2025 Q4	$1.73M	Buy	5,601 +1,115	+25%	+$342K	0.02%	793
2025 Q3	$1.36M	Buy	4,486 +489	+12%	+$143K	0.02%	903
2025 Q2	$1.12M	Buy	3,997 +48	+1%	+$12.5K	0.01%	973
2025 Q1	$1M	Sell	3,949 -140	-3%	-$37.5K	0.01%	989
2024 Q4	$1.09M	Buy	4,089 +11	+0.3%	+$2.95K	0.01%	927
2024 Q3	$1.06M	Sell	4,078 -11	-0.3%	-$2.75K	0.01%	942
2024 Q2	$1.01M	Sell	4,089 -417	-9%	-$99.1K	0.01%	923
2024 Q1	$1.07M	Sell	4,506 -660	-13%	-$150K	0.01%	924
2023 Q4	$1.12M	Sell	5,166 -74	-1%	-$15K	0.02%	846
2023 Q3	$1.02M	Sell	5,240 -121	-2%	-$24.5K	0.02%	835
2023 Q2	$1.08M	Buy	+5,361	New	+$1.02M	0.02%	796

Other funds holding VONE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Atria Investments's VONE Position: Q2 2026 in Review

Atria Investments reduced its Vanguard Russell 1000 ETF (VONE) stake by 8.4% in Q2 2026, selling an estimated $139K and leaving 4,595 shares worth $1.56M. The position accounts for 0.02% of the portfolio, ranked #880.

Atria Investments first reported a position in VONE in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.73M in Q4 2025. 411 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

Atria Investments held 4,595 shares of Vanguard Russell 1000 ETF worth $1.56M as of Q2 2026.
Atria Investments sold 423 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $139K.
Vanguard Russell 1000 ETF made up 0.02% of Atria Investments's portfolio in Q2 2026, its #880 holding.
Atria Investments first reported a position in Vanguard Russell 1000 ETF in Q2 2023 and has held it in 13 quarters since.
Atria Investments's Vanguard Russell 1000 ETF position peaked at $1.73M in Q4 2025.
411 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.