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

Atria Wealth Solutions’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
2025
Q2 		$19.2M Sell
175,730
-46,899
-21% -$4.62M 0.43% 39
2025
Q1 		$20.7M Sell
222,629
-19,383
-8% -$1.97M 0.25% 85
2024
Q4 		$25M Buy
242,012
+94,517
+64% +$9.57M 0.27% 75
2024
Q3 		$14.2M Buy
147,495
+39,992
+37% +$3.73M 0.15% 138
2024
Q2 		$10.1M Sell
107,503
-25,102
-19% -$2.21M 0.11% 188
2024
Q1 		$11.5M Buy
132,605
+6,336
+5% +$526K 0.13% 170
2023
Q4 		$9.85M Sell
126,269
-412
-0.3% -$30K 0.12% 169
2023
Q3 		$8.67M Sell
126,681
-14,305
-10% -$1.02M 0.12% 178
2023
Q2 		$9.98M Buy
140,986
+4,267
+3% +$279K 0.14% 155
2023
Q1 		$8.6M Buy
136,719
+8,372
+7% +$496K 0.13% 161
2022
Q4 		$7.07M Buy
128,347
+60,401
+89% +$3.42M 0.11% 194
2022
Q3 		$3.69M Sell
67,946
-28,916
-30% -$1.75M 0.06% 300
2022
Q2 		$5.46M Buy
96,862
+10,900
+13% +$673K 0.1% 219
2022
Q1 		$6.13M Buy
+85,962
New +$6.03M 0.1% 214

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 21% in Q2 2025, selling an estimated $4.62M and leaving 175,730 shares worth $19.2M. The position accounts for 0.43% of the portfolio, ranked #39.

Atria Wealth Solutions first reported a position in VONG in Q1 2022 and has held it in 14 quarters since. The position peaked at $25M in Q4 2024. 750 funds tracked by Wall St. Rank hold VONG as of Q2 2025.

  • Atria Wealth Solutions held 175,730 shares of Vanguard Russell 1000 Growth ETF worth $19.2M as of Q2 2025.
  • Atria Wealth Solutions sold 46,899 Vanguard Russell 1000 Growth ETF shares in Q2 2025, an estimated $4.62M.
  • Vanguard Russell 1000 Growth ETF made up 0.43% of Atria Wealth Solutions's portfolio in Q2 2025, its #39 holding.
  • Atria Wealth Solutions first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Vanguard Russell 1000 Growth ETF position peaked at $25M in Q4 2024.
  • 750 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2025.

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