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

Atria Wealth Solutions’s Portfolio VONV Stock Details VONV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.38M	Sell	16,032 -36,572	-70%	-$2.97M	0.03%	523
2025 Q1	$4.34M	Buy	52,604 +21,789	+71%	+$1.82M	0.05%	382
2024 Q4	$2.5M	Buy	30,815 +538	+2%	+$45.3K	0.03%	559
2024 Q3	$2.52M	Buy	30,277 +3,738	+14%	+$299K	0.03%	550
2024 Q2	$2.04M	Buy	26,539 +1,650	+7%	+$127K	0.02%	624
2024 Q1	$1.96M	Sell	24,889 -136	-0.5%	-$10.1K	0.02%	648
2023 Q4	$1.82M	Sell	25,025 -1,180	-5%	-$80K	0.02%	638
2023 Q3	$1.75M	Sell	26,205 -15,954	-38%	-$1.11M	0.02%	607
2023 Q2	$2.92M	Sell	42,159 -4,151	-9%	-$279K	0.04%	446
2023 Q1	$3.09M	Sell	46,310 -467	-1%	-$31.6K	0.05%	400
2022 Q4	$3.11M	Sell	46,777 -1,235	-3%	-$81.1K	0.05%	369
2022 Q3	$2.88M	Buy	48,012 +1,880	+4%	+$124K	0.05%	358
2022 Q2	$2.95M	Buy	46,132 +4,094	+10%	+$281K	0.06%	345
2022 Q1	$3.06M	Buy	+42,038	New	+$3.03M	0.05%	366

Other funds holding VONV

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Vanguard Russell 1000 Value ETF (VONV) stake by 70% in Q2 2025, selling an estimated $2.97M and leaving 16,032 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #523.

Atria Wealth Solutions first reported a position in VONV in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.34M in Q1 2025. 479 funds tracked by Wall St. Rank hold VONV as of Q2 2025.

Atria Wealth Solutions held 16,032 shares of Vanguard Russell 1000 Value ETF worth $1.38M as of Q2 2025.
Atria Wealth Solutions sold 36,572 Vanguard Russell 1000 Value ETF shares in Q2 2025, an estimated $2.97M.
Vanguard Russell 1000 Value ETF made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #523 holding.
Atria Wealth Solutions first reported a position in Vanguard Russell 1000 Value ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Vanguard Russell 1000 Value ETF position peaked at $4.34M in Q1 2025.
479 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2025.

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