AI
VONG icon

Atria Investments’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Atria Investments’s Portfolio VONG Stock Details VONG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.52M Sell
13,886
-14,764
-52% -$1.73M 0.02% 831
2025
Q4 		$3.49M Buy
28,650
+6,138
+27% +$748K 0.04% 501
2025
Q3 		$2.71M Buy
22,512
+1,191
+6% +$137K 0.03% 598
2025
Q2 		$2.33M Buy
21,321
+16,765
+368% +$1.65M 0.03% 667
2025
Q1 		$423K Sell
4,556
-37,765
-89% -$3.84M 0.01% 1444
2024
Q4 		$4.37M Buy
42,321
+33,532
+382% +$3.4M 0.05% 395
2024
Q3 		$848K Sell
8,789
-4,176
-32% -$390K 0.01% 1061
2024
Q2 		$1.22M Sell
12,965
-1,208
-9% -$106K 0.02% 837
2024
Q1 		$1.23M Sell
14,173
-1,009
-7% -$83.7K 0.02% 864
2023
Q4 		$1.18M Buy
+15,182
New +$1.11M 0.02% 821
2023
Q3 		– Sell
-17,176
Closed -$1.22M – 894
2023
Q2 		$1.22M Buy
+17,176
New +$1.12M 0.02% 760
2022
Q4 		– Sell
-22,119
Closed -$1.2M – 809
2022
Q3 		$1.2M Buy
+22,119
New +$1.34M 0.03% 657
2022
Q2 		– Sell
-151,463
Closed -$10.8M – 889
2022
Q1 		$10.8M Buy
151,463
+37,775
+33% +$2.65M 0.19% 131
2021
Q4 		$8.93M Buy
113,688
+3,951
+4% +$301K 0.16% 152
2021
Q3 		$7.73M Buy
+109,737
New +$7.98M 0.14% 164
2020
Q2 		– Sell
-10,196
Closed -$394K – 765
2020
Q1 		$394K Sell
10,196
-1,504
-13% -$66.6K 0.03% 397
2019
Q4 		$529K Sell
11,700
-320
-3% -$13.7K 0.01% 769
2019
Q3 		$493K Sell
12,020
-1,288
-10% -$53.1K 0.02% 583
2019
Q2 		$538K Sell
13,308
-560
-4% -$22.3K 0.02% 556
2019
Q1 		$539K Buy
13,868
+5,532
+66% +$204K 0.02% 514
2018
Q4 		$280K Sell
8,336
-4,156
-33% -$150K 0.01% 672
2018
Q3 		$499K Buy
12,492
+5,008
+67% +$195K 0.02% 591
2018
Q2 		$275K Buy
+7,484
New +$271K 0.01% 763

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Atria Investments's VONG Position: Q1 2026 in Review

Atria Investments reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 52% in Q1 2026, selling an estimated $1.73M and leaving 13,886 shares worth $1.52M. The position accounts for 0.02% of the portfolio, ranked #831.

Atria Investments first reported a position in VONG in Q2 2018 and has held it in 23 quarters since. The position peaked at $10.8M in Q1 2022. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • Atria Investments held 13,886 shares of Vanguard Russell 1000 Growth ETF worth $1.52M as of Q1 2026.
  • Atria Investments sold 14,764 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $1.73M.
  • Vanguard Russell 1000 Growth ETF made up 0.02% of Atria Investments's portfolio in Q1 2026, its #831 holding.
  • Atria Investments first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2018 and has held it in 23 quarters since.
  • Atria Investments's Vanguard Russell 1000 Growth ETF position peaked at $10.8M in Q1 2022.
  • 860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

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