Avior Wealth Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

Avior Wealth Management’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
2026 Q2	$712K	Sell	2,103 -1,098	-34%	-$360K	0.02%	440
2026 Q1	$945K	Sell	3,201 -28	-0.9%	-$8.63K	0.03%	368
2025 Q4	$998K	Buy	3,229 +211	+7%	+$64.7K	0.03%	315
2025 Q3	$912K	Buy	+3,018	New	+$880K	0.03%	321
2025 Q1	–	Sell	-816	Closed	-$218K	–	2293
2024 Q4	$218K	Buy	816 +466	+133%	+$125K	0.01%	680
2024 Q3	$91K	Buy	+350	New	+$87.7K	﹤0.01%	912

Other funds holding VONE

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

Avior Wealth Management's VONE Position: Q2 2026 in Review

Avior Wealth Management reduced its Vanguard Russell 1000 ETF (VONE) stake by 34% in Q2 2026, selling an estimated $360K and leaving 2,103 shares worth $712K. The position accounts for 0.02% of the portfolio, ranked #440.

Avior Wealth Management first reported a position in VONE in Q3 2024 and has held it in 6 quarters since. The position peaked at $998K in Q4 2025. 411 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

Avior Wealth Management held 2,103 shares of Vanguard Russell 1000 ETF worth $712K as of Q2 2026.
Avior Wealth Management sold 1,098 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $360K.
Vanguard Russell 1000 ETF made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #440 holding.
Avior Wealth Management first reported a position in Vanguard Russell 1000 ETF in Q3 2024 and has held it in 6 quarters since.
Avior Wealth Management's Vanguard Russell 1000 ETF position peaked at $998K in Q4 2025.
411 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.