PWA
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Principia Wealth Advisory’s Vanguard Russell 1000 ETF VONE Stock Holding History

Principia Wealth Advisory’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 		– Sell
-36
Closed -$8.86K – 1015
2025
Q1 		$8.86K Buy
+36
New +$9.63K 0.01% 135

Other funds holding VONE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Principia Wealth Advisory's VONE Position: Q2 2025 in Review

Principia Wealth Advisory sold out of Vanguard Russell 1000 ETF (VONE) in Q2 2025, closing a stake of 36 shares — an estimated $8.86K sold.

Principia Wealth Advisory first reported a position in VONE in Q1 2025 and held it in 1 quarter. The position peaked at $8.86K in Q1 2025. 334 funds tracked by Wall St. Rank hold VONE as of Q2 2025.

  • Principia Wealth Advisory reported no remaining Vanguard Russell 1000 ETF position as of Q2 2025 after selling out during the quarter.
  • Principia Wealth Advisory sold 36 Vanguard Russell 1000 ETF shares in Q2 2025, an estimated $8.86K.
  • Principia Wealth Advisory first reported a position in Vanguard Russell 1000 ETF in Q1 2025 and held it in 1 quarter.
  • Principia Wealth Advisory's Vanguard Russell 1000 ETF position peaked at $8.86K in Q1 2025.
  • 334 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2025.

Based on Principia Wealth Advisory's 13F filing for Q2 2025, filed 14 Aug 2025.