Aurelius Family Office’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Aurelius Family Office’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	$2.67M	Sell	25,088 -1,833	-7%	-$187K	1.05%	22
2026 Q1	$2.52M	Buy	26,921 +835	+3%	+$80.3K	1.1%	22
2025 Q4	$2.46M	Buy	26,086 +1,843	+8%	+$167K	1.06%	22
2025 Q3	$2.17M	Buy	24,243 +988	+4%	+$86.3K	0.96%	24
2025 Q2	$1.98M	Buy	23,255 +1,390	+6%	+$113K	0.94%	24
2025 Q1	$1.8M	Buy	21,865 +5,619	+35%	+$470K	0.92%	25
2024 Q4	$1.32M	Buy	+16,246	New	+$1.37M	0.67%	24

Other funds holding VONV

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

WFA

WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

WDG

Wealth Dimensions Group Cincinnati, Ohio $558M AUM 20.63% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Aurelius Family Office's VONV Position: Q2 2026 in Review

Aurelius Family Office reduced its Vanguard Russell 1000 Value ETF (VONV) stake by 6.8% in Q2 2026, selling an estimated $187K and leaving 25,088 shares worth $2.67M. The position accounts for 1.05% of the portfolio, ranked #22.

Aurelius Family Office first reported a position in VONV in Q4 2024 and has held it in 7 quarters since. 157 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

Aurelius Family Office held 25,088 shares of Vanguard Russell 1000 Value ETF worth $2.67M as of Q2 2026.
Aurelius Family Office sold 1,833 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $187K.
Vanguard Russell 1000 Value ETF made up 1.05% of Aurelius Family Office's portfolio in Q2 2026, its #22 holding.
Aurelius Family Office first reported a position in Vanguard Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
157 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on Aurelius Family Office's 13F filing for Q2 2026, filed 13 Jul 2026.