Axxcess Wealth Management’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Axxcess Wealth 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 Q2	$923K	Buy	+8,683	New	+$887K	0.01%	551
2026 Q1	–	Sell	-16,525	Closed	-$1.53M	–	985
2025 Q4	$1.53M	Buy	16,525 +1,330	+9%	+$121K	0.03%	422
2025 Q3	$1.36M	Sell	15,195 -2,671	-15%	-$233K	0.03%	387
2025 Q2	$1.52M	Sell	17,866 -498	-3%	-$40.5K	0.04%	332
2025 Q1	$1.52M	Sell	18,364 -4,448	-19%	-$372K	0.04%	308
2024 Q4	$1.85M	Buy	+22,812	New	+$1.92M	0.04%	289

Other funds holding VONV

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

HAFS

Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $321M AUM 18.23% 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

BWP

Bernardo Wealth Planning Harleysville, Pennsylvania $585M AUM 17.72% 1-Year Est. Return

WDG

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

VCA

Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return

Axxcess Wealth Management's VONV Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Vanguard Russell 1000 Value ETF (VONV) in Q2 2026: 8,683 shares worth $923K. The stake represents 0.01% of the portfolio and ranks #551 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in VONV as recently as Q4 2025.

Axxcess Wealth Management first reported a position in VONV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.85M in Q4 2024. 269 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

Axxcess Wealth Management held 8,683 shares of Vanguard Russell 1000 Value ETF worth $923K as of Q2 2026.
Vanguard Russell 1000 Value ETF was a new Axxcess Wealth Management position in Q2 2026.
Vanguard Russell 1000 Value ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #551 holding.
Axxcess Wealth Management first reported a position in Vanguard Russell 1000 Value ETF in Q4 2024 and has held it in 6 quarters since.
Axxcess Wealth Management's Vanguard Russell 1000 Value ETF position peaked at $1.85M in Q4 2024.
269 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.