Thrive Wealth Management
VONE icon

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

Thrive 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
Q3 		$10.5M Sell
30,433
-192
-0.6% -$66K 1.3% 11
2026
Q2 		$10.4M Sell
30,625
-577
-2% -$189K 1.32% 11
2026
Q1 		$9.21M Sell
31,202
-776
-2% -$239K 1.37% 9
2025
Q4 		$9.9M Sell
31,978
-8
-0% -$2.45K 1.45% 9
2025
Q3 		$9.7M Buy
31,986
+243
+0.8% +$70.8K 1.46% 10
2025
Q2 		$8.92M Buy
31,743
+645
+2% +$168K 1.44% 11
2025
Q1 		$7.89M Sell
31,098
-2,154
-6% -$576K 1.51% 9
2024
Q4 		$8.87M Buy
33,252
+93
+0.3% +$24.9K 1.59% 9
2024
Q3 		$8.62M Sell
33,159
-323
-1% -$80.9K 1.58% 9
2024
Q2 		$8.24M Sell
33,482
-609
-2% -$145K 1.61% 9
2024
Q1 		$8.12M Sell
34,091
-2,660
-7% -$603K 1.68% 8
2023
Q4 		$7.97M Buy
36,751
+258
+0.7% +$52.3K 1.77% 9
2023
Q3 		$7.1M Sell
36,493
-214
-0.6% -$43.3K 1.89% 8
2023
Q2 		$7.4M Sell
36,707
-4,411
-11% -$841K 1.92% 8
2023
Q1 		$7.66M Sell
41,118
-1,381
-3% -$251K 1.96% 8
2022
Q4 		$7.41M Buy
42,499
+970
+2% +$170K 2.12% 5
2022
Q3 		$6.78M Sell
41,529
-503
-1% -$91.2K 2.38% 4
2022
Q2 		$7.22M Buy
42,032
+570
+1% +$107K 2.52% 5
2022
Q1 		$8.59M Sell
41,462
-517
-1% -$106K 2.54% 7
2021
Q4 		$9.19M Buy
+41,979
New +$8.94M 3.14% 5

Other funds holding VONE

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FCC
Flower City Capital Pittsford, New York $234M AUM 15.69% 1-Year Est. Return
SHFA
Sherrill & Hutchins Financial Advisory Atlanta, Georgia $207M AUM 7.48% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
NWM
Navigate Wealth Management Birmingham, Alabama $165M AUM

Thrive Wealth Management's VONE Position: Q3 2026 in Review

Thrive Wealth Management reduced its Vanguard Russell 1000 ETF (VONE) stake by 0.63% in Q3 2026, selling an estimated $66K and leaving 30,433 shares worth $10.5M. The position accounts for 1.3% of the portfolio, ranked #11.

Thrive Wealth Management first reported a position in VONE in Q4 2021 and has held it in 20 quarters since. 64 funds tracked by Wall St. Rank hold VONE as of Q3 2026.

  • Thrive Wealth Management held 30,433 shares of Vanguard Russell 1000 ETF worth $10.5M as of Q3 2026.
  • Thrive Wealth Management sold 192 Vanguard Russell 1000 ETF shares in Q3 2026, an estimated $66K.
  • Vanguard Russell 1000 ETF made up 1.3% of Thrive Wealth Management's portfolio in Q3 2026, its #11 holding.
  • Thrive Wealth Management first reported a position in Vanguard Russell 1000 ETF in Q4 2021 and has held it in 20 quarters since.
  • 64 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.