Anchor Investment Management’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Anchor Investment Management’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 Q1	$21.5K	Buy	229 +35	+18%	+$3.37K	﹤0.01%	729
2025 Q4	$17.9K	Hold	194	–	–	﹤0.01%	740
2025 Q3	$17.3K	Hold	194	–	–	﹤0.01%	745
2025 Q2	$16.5K	Hold	194	–	–	﹤0.01%	743
2025 Q1	$16K	Hold	194	–	–	﹤0.01%	732
2024 Q4	$15.8K	Hold	194	–	–	﹤0.01%	745
2024 Q3	$16.2K	Hold	194	–	–	﹤0.01%	723
2024 Q2	$14.9K	Hold	194	–	–	﹤0.01%	694
2024 Q1	$15.3K	Hold	194	–	–	﹤0.01%	717
2023 Q4	$14.1K	Hold	194	–	–	﹤0.01%	699
2023 Q3	$12.9K	Hold	194	–	–	﹤0.01%	711
2023 Q2	$13.4K	Hold	194	–	–	﹤0.01%	695
2023 Q1	$13K	Hold	194	–	–	﹤0.01%	704
2022 Q4	$12.9K	Hold	194	–	–	﹤0.01%	690
2022 Q3	$11.6K	Hold	194	–	–	﹤0.01%	699
2022 Q2	$12.3K	Hold	194	–	–	﹤0.01%	703
2022 Q1	$14.1K	Sell	194 -170	-47%	-$12.2K	﹤0.01%	705
2021 Q4	$26.8K	Hold	364	–	–	﹤0.01%	653
2021 Q3	$25K	Hold	364	–	–	﹤0.01%	613
2021 Q2	$25.3K	Hold	364	–	–	﹤0.01%	629
2021 Q1	$24.2K	Hold	364	–	–	﹤0.01%	608
2020 Q4	$21.8K	Hold	364	–	–	﹤0.01%	588
2020 Q3	$18.9K	Hold	364	–	–	﹤0.01%	571
2020 Q2	$18K	Hold	364	–	–	﹤0.01%	566
2020 Q1	$15.8K	Hold	364	–	–	﹤0.01%	565
2019 Q4	$21.8K	Hold	364	–	–	﹤0.01%	559
2019 Q3	$20.5K	Hold	364	–	–	﹤0.01%	560
2019 Q2	$20.3K	Hold	364	–	–	﹤0.01%	558
2019 Q1	$19.7K	Hold	364	–	–	﹤0.01%	560
2018 Q4	$17.7K	Hold	364	–	–	0.01%	560
2018 Q3	$20.2K	Hold	364	–	–	﹤0.01%	570
2018 Q2	$19.2K	Hold	364	–	–	﹤0.01%	584
2018 Q1	$19.1K	Hold	364	–	–	0.01%	572
2017 Q4	$19.8K	Buy	+364	New	+$19.3K	0.01%	566

Other funds holding VONV

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Anchor Investment Management's VONV Position: Q1 2026 in Review

Anchor Investment Management increased its Vanguard Russell 1000 Value ETF (VONV) stake by 18% in Q1 2026, buying an estimated $3.37K and bringing the position to 229 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

Anchor Investment Management first reported a position in VONV in Q4 2017 and has held it in 34 quarters since. The position peaked at $26.8K in Q4 2021. 571 funds tracked by Wall St. Rank hold VONV as of Q1 2026.

Anchor Investment Management held 229 shares of Vanguard Russell 1000 Value ETF worth $21.5K as of Q1 2026.
Anchor Investment Management bought 35 Vanguard Russell 1000 Value ETF shares in Q1 2026, an estimated $3.37K.
Vanguard Russell 1000 Value ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #729 holding.
Anchor Investment Management first reported a position in Vanguard Russell 1000 Value ETF in Q4 2017 and has held it in 34 quarters since.
Anchor Investment Management's Vanguard Russell 1000 Value ETF position peaked at $26.8K in Q4 2021.
571 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.