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Avantax Planning Partners’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Avantax Planning Partners’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
2025
Q3 		– Sell
-48,811
Closed -$4.16M – 458
2025
Q2 		$4.16M Sell
48,811
-708
-1% -$57.6K 0.13% 95
2025
Q1 		$4.09M Sell
49,519
-286
-0.6% -$23.9K 0.14% 91
2024
Q4 		$4.05M Sell
49,805
-307
-0.6% -$25.9K 0.15% 90
2024
Q3 		$4.18M Hold
50,112
– – 0.15% 89
2024
Q2 		$3.84M Hold
50,112
– – 0.12% 98
2024
Q1 		$3.94M Buy
+50,112
New +$3.72M 0.13% 101

Other funds holding VONV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Avantax Planning Partners's VONV Position: Q3 2025 in Review

Avantax Planning Partners sold out of Vanguard Russell 1000 Value ETF (VONV) in Q3 2025, closing a stake of 48,811 shares — an estimated $4.16M sold.

Avantax Planning Partners first reported a position in VONV in Q1 2024 and held it in 6 quarters. The position peaked at $4.18M in Q3 2024. 498 funds tracked by Wall St. Rank hold VONV as of Q3 2025.

  • Avantax Planning Partners reported no remaining Vanguard Russell 1000 Value ETF position as of Q3 2025 after selling out during the quarter.
  • Avantax Planning Partners sold 48,811 Vanguard Russell 1000 Value ETF shares in Q3 2025, an estimated $4.16M.
  • Avantax Planning Partners first reported a position in Vanguard Russell 1000 Value ETF in Q1 2024 and held it in 6 quarters.
  • Avantax Planning Partners's Vanguard Russell 1000 Value ETF position peaked at $4.18M in Q3 2024.
  • 498 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q3 2025.

Based on Avantax Planning Partners's 13F filing for Q3 2025, filed 31 Oct 2025.