Allied Private Wealth’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Allied Private Wealth’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	$83.4K	Buy	+776	New	+$79.3K	0.05%	187

Other funds holding VONV

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allied Private Wealth's VONV Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Vanguard Russell 1000 Value ETF (VONV) in Q2 2026: 776 shares worth $83.4K. The stake represents 0.05% of the portfolio and ranks #187 among its holdings.

621 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

Allied Private Wealth held 776 shares of Vanguard Russell 1000 Value ETF worth $83.4K as of Q2 2026.
Vanguard Russell 1000 Value ETF was a new Allied Private Wealth position in Q2 2026.
Vanguard Russell 1000 Value ETF made up 0.05% of Allied Private Wealth's portfolio in Q2 2026, its #187 holding.
621 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.