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Balboa Wealth Partners’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Balboa Wealth 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
2026
Q2 		$706K Buy
6,643
+904
+16% +$92.4K 0.1% 176
2026
Q1 		$538K Sell
5,739
-1,164
-17% -$112K 0.09% 188
2025
Q4 		$637K Buy
6,903
+972
+16% +$88.2K 0.11% 155
2025
Q3 		$530K Sell
5,931
-701
-11% -$61.2K 0.09% 174
2025
Q2 		$565K Buy
6,632
+478
+8% +$38.9K 0.11% 144
2025
Q1 		$508K Sell
6,154
-820
-12% -$68.6K 0.12% 131
2024
Q4 		$567K Buy
+6,974
New +$587K 0.13% 130

Other funds holding VONV

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Balboa Wealth Partners's VONV Position: Q2 2026 in Review

Balboa Wealth Partners increased its Vanguard Russell 1000 Value ETF (VONV) stake by 16% in Q2 2026, buying an estimated $92.4K and bringing the position to 6,643 shares worth $706K. The position accounts for 0.1% of the portfolio, ranked #176.

Balboa Wealth Partners first reported a position in VONV in Q4 2024 and has held it in 7 quarters since. 622 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

  • Balboa Wealth Partners held 6,643 shares of Vanguard Russell 1000 Value ETF worth $706K as of Q2 2026.
  • Balboa Wealth Partners bought 904 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $92.4K.
  • Vanguard Russell 1000 Value ETF made up 0.1% of Balboa Wealth Partners's portfolio in Q2 2026, its #176 holding.
  • Balboa Wealth Partners first reported a position in Vanguard Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 622 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.