AWA
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Aaron Wealth Advisors’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Aaron Wealth Advisors’s Portfolio VONV Stock Details VONV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$104M Sell
976,287
-110,627
-10% -$11.3M 5.27% 3
2026
Q1 		$102M Buy
1,086,914
+210,367
+24% +$20.2M 5.78% 2
2025
Q4 		$80.9M Buy
876,547
+66,229
+8% +$6.01M 4.42% 5
2025
Q3 		$72.4M Buy
810,318
+78,886
+11% +$6.89M 4.29% 5
2025
Q2 		$62.3M Buy
731,432
+10,997
+2% +$894K 6.37% 3
2025
Q1 		$59.5M Sell
720,435
-36,482
-5% -$3.05M 6.82% 2
2024
Q4 		$61.5M Buy
756,917
+15,480
+2% +$1.3M 7.14% 3
2024
Q3 		$61.8M Buy
741,437
+7,244
+1% +$579K 7.36% 3
2024
Q2 		$56.2M Buy
734,193
+6,595
+0.9% +$507K 7.8% 4
2024
Q1 		$57.2M Buy
727,598
+12,515
+2% +$929K 8.2% 3
2023
Q4 		$51.9M Buy
715,083
+25,565
+4% +$1.73M 8.6% 3
2023
Q3 		$46M Buy
689,518
+44,440
+7% +$3.09M 5.93% 4
2023
Q2 		$44.6M Buy
645,078
+15,367
+2% +$1.03M 5.81% 5
2023
Q1 		$42.1M Sell
629,711
-73,003
-10% -$4.95M 5.78% 4
2022
Q4 		$46.8M Buy
702,714
+3,230
+0.5% +$212K 6.83% 3
2022
Q3 		$41.8M Buy
699,484
+277,181
+66% +$18.3M 7.7% 2
2022
Q2 		$26.8M Sell
422,303
-41,980
-9% -$2.88M 6.74% 2
2022
Q1 		$33.8M Buy
464,283
+27,205
+6% +$1.96M 7.8% 1
2021
Q4 		$32.2M Buy
437,078
+20,064
+5% +$1.44M 9.01% 2
2021
Q3 		$28.7M Buy
417,014
+85,918
+26% +$6.04M 8.08% 3
2021
Q2 		$23.8M Buy
331,096
+6,898
+2% +$479K 7.85% 2
2021
Q1 		$21.5M Buy
324,198
+18,388
+6% +$1.17M 7.91% 1
2020
Q4 		$18.3M Buy
+305,810
New +$17.2M 6.71% 2

Other funds holding VONV

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Aaron Wealth Advisors's VONV Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Vanguard Russell 1000 Value ETF (VONV) stake by 10% in Q2 2026, selling an estimated $11.3M and leaving 976,287 shares worth $104M. The position accounts for 5.27% of the portfolio, ranked #3.

Aaron Wealth Advisors first reported a position in VONV in Q4 2020 and has held it in 23 quarters since. 622 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

  • Aaron Wealth Advisors held 976,287 shares of Vanguard Russell 1000 Value ETF worth $104M as of Q2 2026.
  • Aaron Wealth Advisors sold 110,627 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $11.3M.
  • Vanguard Russell 1000 Value ETF made up 5.27% of Aaron Wealth Advisors's portfolio in Q2 2026, its #3 holding.
  • Aaron Wealth Advisors first reported a position in Vanguard Russell 1000 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 622 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.