Braun-Bostich & Associates’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Braun-Bostich & Associates’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	$948K	Sell	8,921 -48	-0.5%	-$4.91K	0.53%	49
2026 Q1	$841K	Buy	8,969 +199	+2%	+$19.1K	0.53%	45
2025 Q4	$809K	Buy	8,770 +151	+2%	+$13.7K	0.5%	45
2025 Q3	$770K	Buy	8,619 +37	+0.4%	+$3.23K	0.49%	46
2025 Q2	$731K	Sell	8,582 -2,092	-20%	-$170K	0.5%	46
2025 Q1	$881K	Buy	10,674 +1,609	+18%	+$135K	0.65%	39
2024 Q4	$737K	Sell	9,065 -15	-0.2%	-$1.26K	0.53%	41
2024 Q3	$757K	Sell	9,080 -1,137	-11%	-$90.9K	0.53%	36
2024 Q2	$782K	Sell	10,217 -24,333	-70%	-$1.87M	0.58%	38
2024 Q1	$2.72M	Sell	34,550 -19,704	-36%	-$1.46M	2.27%	10
2023 Q4	$3.94M	Sell	54,254 -741	-1%	-$50.2K	3.55%	7
2023 Q3	$3.67M	Buy	+54,995	New	+$3.82M	6.84%	5
2020 Q4	–	Sell	-3,708	Closed	-$192K	–	221
2020 Q3	$192K	Buy	+3,708	New	+$193K	0.19%	91

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

Braun-Bostich & Associates's VONV Position: Q2 2026 in Review

Braun-Bostich & Associates reduced its Vanguard Russell 1000 Value ETF (VONV) stake by 0.54% in Q2 2026, selling an estimated $4.91K and leaving 8,921 shares worth $948K. The position accounts for 0.53% of the portfolio, ranked #49.

Braun-Bostich & Associates first reported a position in VONV in Q3 2020 and has held it in 13 quarters since. The position peaked at $3.94M in Q4 2023. 269 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

Braun-Bostich & Associates held 8,921 shares of Vanguard Russell 1000 Value ETF worth $948K as of Q2 2026.
Braun-Bostich & Associates sold 48 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $4.91K.
Vanguard Russell 1000 Value ETF made up 0.53% of Braun-Bostich & Associates's portfolio in Q2 2026, its #49 holding.
Braun-Bostich & Associates first reported a position in Vanguard Russell 1000 Value ETF in Q3 2020 and has held it in 13 quarters since.
Braun-Bostich & Associates's Vanguard Russell 1000 Value ETF position peaked at $3.94M in Q4 2023.
269 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.