Atria Wealth Solutions’s Vanguard Russell 1000 ETF VONE Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$5.65M	Sell	19,962 -53,114	-73%	-$13.8M	0.13%	192
2025 Q1	$18.6M	Sell	73,076 -9,264	-11%	-$2.48M	0.22%	95
2024 Q4	$22M	Sell	82,340 -5,641	-6%	-$1.51M	0.24%	88
2024 Q3	$22.9M	Sell	87,981 -3,699	-4%	-$927K	0.25%	87
2024 Q2	$22.6M	Sell	91,680 -12,721	-12%	-$3.02M	0.25%	82
2024 Q1	$24.9M	Sell	104,401 -1,508	-1%	-$342K	0.28%	71
2023 Q4	$23M	Sell	105,909 -5,154	-5%	-$1.04M	0.29%	70
2023 Q3	$21.6M	Sell	111,063 -5,727	-5%	-$1.16M	0.3%	70
2023 Q2	$23.5M	Sell	116,790 -5,336	-4%	-$1.02M	0.32%	64
2023 Q1	$22.8M	Sell	122,126 -3,153	-3%	-$574K	0.34%	64
2022 Q4	$21.8M	Sell	125,279 -5,934	-5%	-$1.04M	0.35%	65
2022 Q3	$21.4M	Buy	131,213 +5,456	+4%	+$989K	0.37%	52
2022 Q2	$21.6M	Buy	125,757 +717	+0.6%	+$134K	0.41%	53
2022 Q1	$25.9M	Buy	+125,040	New	+$25.5M	0.43%	35

Other funds holding VONE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Atria Wealth Solutions's VONE Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Vanguard Russell 1000 ETF (VONE) stake by 73% in Q2 2025, selling an estimated $13.8M and leaving 19,962 shares worth $5.65M. The position accounts for 0.13% of the portfolio, ranked #192.

Atria Wealth Solutions first reported a position in VONE in Q1 2022 and has held it in 14 quarters since. The position peaked at $25.9M in Q1 2022. 334 funds tracked by Wall St. Rank hold VONE as of Q2 2025.

Atria Wealth Solutions held 19,962 shares of Vanguard Russell 1000 ETF worth $5.65M as of Q2 2025.
Atria Wealth Solutions sold 53,114 Vanguard Russell 1000 ETF shares in Q2 2025, an estimated $13.8M.
Vanguard Russell 1000 ETF made up 0.13% of Atria Wealth Solutions's portfolio in Q2 2025, its #192 holding.
Atria Wealth Solutions first reported a position in Vanguard Russell 1000 ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Vanguard Russell 1000 ETF position peaked at $25.9M in Q1 2022.
334 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.