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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
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 		$9.88M Sell
31,978
-8
-0% -$2.45K 1.45% 9
2025
Q3 		$9.67M 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 		$6.79M 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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
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

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

Thrive Wealth Management reduced its Vanguard Russell 1000 ETF (VONE) stake by 1.8% in Q2 2026, selling an estimated $189K and leaving 30,625 shares worth $10.4M. The position accounts for 1.32% of the portfolio, ranked #11.

Thrive Wealth Management first reported a position in VONE in Q4 2021 and has held it in 19 quarters since. 409 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

  • Thrive Wealth Management held 30,625 shares of Vanguard Russell 1000 ETF worth $10.4M as of Q2 2026.
  • Thrive Wealth Management sold 577 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $189K.
  • Vanguard Russell 1000 ETF made up 1.32% of Thrive Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Thrive Wealth Management first reported a position in Vanguard Russell 1000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 409 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

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