Avantax Advisory Services’s Vanguard Russell 1000 ETF VONE Stock Holding History

Avantax Advisory Services’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	$7.7M	Sell	27,426 -6,855	-20%	-$1.78M	0.04%	328
2025 Q1	$8.7M	Buy	34,281 +10,381	+43%	+$2.78M	0.05%	278
2024 Q4	$6.37M	Sell	23,900 -386	-2%	-$103K	0.04%	328
2024 Q3	$6.32M	Sell	24,286 -4,255	-15%	-$1.07M	0.04%	332
2024 Q2	$7.02M	Buy	28,541 +4,578	+19%	+$1.09M	0.05%	285
2024 Q1	$5.71M	Buy	23,963 +266	+1%	+$60.3K	0.05%	286
2023 Q4	$5.14M	Sell	23,697 -847	-3%	-$172K	0.05%	279
2023 Q3	$4.78M	Sell	24,544 -1,008	-4%	-$204K	0.05%	264
2023 Q2	$5.15M	Sell	25,552 -767	-3%	-$146K	0.06%	246
2023 Q1	$4.9M	Sell	26,319 -3,822	-13%	-$696K	0.06%	249
2022 Q4	$5.25M	Buy	30,141 +8,011	+36%	+$1.4M	0.07%	216
2022 Q3	$3.62M	Sell	22,130 -3,453	-13%	-$626K	0.06%	259
2022 Q2	$4.4M	Buy	25,583 +1,057	+4%	+$198K	0.07%	220
2022 Q1	$5.08M	Buy	24,526 +334	+1%	+$68.2K	0.07%	208
2021 Q4	$5.29M	Sell	24,192 -18	-0.1%	-$3.83K	0.08%	188
2021 Q3	$4.85M	Buy	24,210 +527	+2%	+$108K	0.08%	181
2021 Q2	$4.75M	Sell	23,683 -1,582	-6%	-$309K	0.09%	179
2021 Q1	$4.68M	Sell	25,265 -14,455	-36%	-$2.62M	0.1%	156
2020 Q4	$6.96M	Sell	39,720 -18,718	-32%	-$3.09M	0.17%	100
2020 Q3	$9.05M	Sell	58,438 -5,422	-8%	-$828K	0.15%	119
2020 Q2	$9.06M	Buy	63,860 +2,313	+4%	+$310K	0.26%	63
2020 Q1	$7.21M	Buy	61,547 +7,122	+13%	+$996K	0.22%	75
2019 Q4	$8.03M	Buy	+54,425	New	+$7.68M	0.19%	78

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

Avantax Advisory Services's VONE Position: Q2 2025 in Review

Avantax Advisory Services reduced its Vanguard Russell 1000 ETF (VONE) stake by 20% in Q2 2025, selling an estimated $1.78M and leaving 27,426 shares worth $7.7M. The position accounts for 0.04% of the portfolio, ranked #328.

Avantax Advisory Services first reported a position in VONE in Q4 2019 and has held it in 23 quarters since. The position peaked at $9.06M in Q2 2020. 334 funds tracked by Wall St. Rank hold VONE as of Q2 2025.

Avantax Advisory Services held 27,426 shares of Vanguard Russell 1000 ETF worth $7.7M as of Q2 2025.
Avantax Advisory Services sold 6,855 Vanguard Russell 1000 ETF shares in Q2 2025, an estimated $1.78M.
Vanguard Russell 1000 ETF made up 0.04% of Avantax Advisory Services's portfolio in Q2 2025, its #328 holding.
Avantax Advisory Services first reported a position in Vanguard Russell 1000 ETF in Q4 2019 and has held it in 23 quarters since.
Avantax Advisory Services's Vanguard Russell 1000 ETF position peaked at $9.06M in Q2 2020.
334 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.