AWM
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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

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FCC
Flower City Capital Pittsford, New York $227M AUM 23.31% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
CWM
Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
FCMC
Founders Capital Management (Connecticut) East Hartford, Connecticut $670M AUM 28.54% 1-Year Est. Return
OCWP
Owl Creek Wealth Partners Denver, Colorado $342M AUM
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 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. 66 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.
  • 66 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.