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Carrera Capital Advisors’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Carrera Capital 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 		$518K Buy
+4,876
New +$498K 0.08% 129
2026
Q1 		– Sell
-2,744
Closed -$253K – 200
2025
Q4 		$253K Buy
+2,744
New +$249K 0.04% 145

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

Carrera Capital Advisors's VONV Position: Q2 2026 in Review

Carrera Capital Advisors opened a new position in Vanguard Russell 1000 Value ETF (VONV) in Q2 2026: 4,876 shares worth $518K. The stake represents 0.08% of the portfolio and ranks #129 among its holdings. This is a return to the name: Carrera Capital Advisors previously reported a position in VONV as recently as Q4 2025.

Carrera Capital Advisors first reported a position in VONV in Q4 2025 and has held it in 2 quarters since. 622 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

  • Carrera Capital Advisors held 4,876 shares of Vanguard Russell 1000 Value ETF worth $518K as of Q2 2026.
  • Vanguard Russell 1000 Value ETF was a new Carrera Capital Advisors position in Q2 2026.
  • Vanguard Russell 1000 Value ETF made up 0.08% of Carrera Capital Advisors's portfolio in Q2 2026, its #129 holding.
  • Carrera Capital Advisors first reported a position in Vanguard Russell 1000 Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 622 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.