BRWA
VONV icon

B. Riley Wealth Advisors’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

B. Riley Wealth Advisors’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 		$800K Sell
7,509
-294
-4% -$30K 0.04% 355
2026
Q1 		$717K Buy
7,803
+382
+5% +$36.7K 0.05% 360
2025
Q4 		$685K Buy
7,421
+16
+0.2% +$1.45K 0.03% 431
2025
Q3 		$662K Buy
7,405
+14
+0.2% +$1.22K 0.03% 442
2025
Q2 		$630K Buy
+7,391
New +$601K 0.03% 456
2024
Q4 		$916K Sell
11,279
-1,342
-11% -$113K 0.03% 474
2024
Q3 		$1.04M Sell
12,621
-157
-1% -$12.6K 0.03% 485
2024
Q2 		$983K Sell
12,778
-6,681
-34% -$513K 0.03% 546
2024
Q1 		$1.3M Buy
19,459
+507
+3% +$37.7K 0.04% 452
2023
Q4 		$1.37M Sell
18,952
-507
-3% -$34.4K 0.04% 445
2023
Q3 		$1.3M Sell
19,459
-160
-0.8% -$11.1K 0.04% 452
2023
Q2 		$1.36M Sell
19,619
-148
-0.7% -$9.94K 0.03% 469
2023
Q1 		$1.32M Buy
19,767
+206
+1% +$14K 0.04% 457
2022
Q4 		$1.3M Sell
19,561
-414
-2% -$27.2K 0.04% 455
2022
Q3 		$1.19M Sell
19,975
-921
-4% -$60.7K 0.04% 450
2022
Q2 		$1.33M Buy
20,896
+2,467
+13% +$169K 0.06% 333
2022
Q1 		$1.34M Sell
18,429
-4,304
-19% -$310K 0.04% 391
2021
Q4 		$1.68M Buy
22,733
+939
+4% +$67.5K 0.05% 387
2021
Q3 		$1.5M Buy
21,794
+2,406
+12% +$169K 0.05% 406
2021
Q2 		$1.35M Buy
19,388
+308
+2% +$21.4K 0.04% 433
2021
Q1 		$1.27M Buy
19,080
+6,912
+57% +$439K 0.04% 422
2020
Q4 		$730K Sell
12,168
-1,116
-8% -$62.9K 0.04% 415
2020
Q3 		$690K Buy
13,284
+28
+0.2% +$1.46K 0.04% 418
2020
Q2 		$656K Sell
13,256
-1,788
-12% -$86.4K 0.04% 371
2020
Q1 		$656K Sell
15,044
-2,370
-14% -$130K 0.06% 324
2019
Q4 		$1.04M Sell
17,414
-7,452
-30% -$430K 0.09% 240
2019
Q3 		$1.4M Sell
24,866
-3,966
-14% -$221K 0.14% 169
2019
Q2 		$1.61M Buy
28,832
+9,960
+53% +$546K 0.18% 120
2019
Q1 		$1.02M Buy
18,872
+5,670
+43% +$298K 0.13% 180
2018
Q4 		$642K Sell
13,202
-1,722
-12% -$90.3K 0.09% 238
2018
Q3 		$827K Buy
14,924
+2,574
+21% +$141K 0.1% 220
2018
Q2 		$652K Buy
12,350
+2,720
+28% +$145K 0.09% 258
2018
Q1 		$506K Buy
9,630
+2,562
+36% +$139K 0.07% 310
2017
Q4 		$384K Buy
7,068
+1,122
+19% +$59.4K 0.05% 375
2017
Q3 		$309K Buy
+5,946
New +$303K 0.05% 365

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

B. Riley Wealth Advisors's VONV Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Vanguard Russell 1000 Value ETF (VONV) stake by 3.8% in Q2 2026, selling an estimated $30K and leaving 7,509 shares worth $800K. The position accounts for 0.04% of the portfolio, ranked #355.

B. Riley Wealth Advisors first reported a position in VONV in Q3 2017 and has held it in 35 quarters since. The position peaked at $1.68M in Q4 2021. 150 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

  • B. Riley Wealth Advisors held 7,509 shares of Vanguard Russell 1000 Value ETF worth $800K as of Q2 2026.
  • B. Riley Wealth Advisors sold 294 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $30K.
  • Vanguard Russell 1000 Value ETF made up 0.04% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #355 holding.
  • B. Riley Wealth Advisors first reported a position in Vanguard Russell 1000 Value ETF in Q3 2017 and has held it in 35 quarters since.
  • B. Riley Wealth Advisors's Vanguard Russell 1000 Value ETF position peaked at $1.68M in Q4 2021.
  • 150 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.