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 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 $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Atria Investments's VONE Position: Q1 2026 in Review

Atria Investments reduced its Vanguard Russell 1000 ETF (VONE) stake by 10% in Q1 2026, selling an estimated $180K and leaving 5,018 shares worth $1.48M. The position accounts for 0.02% of the portfolio, ranked #847.

Atria Investments first reported a position in VONE in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.73M in Q4 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

Atria Investments held 5,018 shares of Vanguard Russell 1000 ETF worth $1.48M as of Q1 2026.
Atria Investments sold 583 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $180K.
Vanguard Russell 1000 ETF made up 0.02% of Atria Investments's portfolio in Q1 2026, its #847 holding.
Atria Investments first reported a position in Vanguard Russell 1000 ETF in Q2 2023 and has held it in 12 quarters since.
Atria Investments's Vanguard Russell 1000 ETF position peaked at $1.73M in Q4 2025.
385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.