Cerity Partners
VONV icon

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

Cerity 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 		$5.35M Buy
50,361
+2,175
+5% +$222K 0.01% 1068
2026
Q1 		$4.52M Buy
48,186
+178
+0.4% +$17.1K 0.01% 1063
2025
Q4 		$4.43M Buy
48,008
+1,420
+3% +$129K 0.01% 971
2025
Q3 		$4.16M Sell
46,588
-2,788
-6% -$244K 0.01% 936
2025
Q2 		$4.21M Buy
49,376
+4,256
+9% +$346K 0.01% 885
2025
Q1 		$3.72M Sell
45,120
-5,710
-11% -$478K 0.01% 846
2024
Q4 		$4.13M Buy
50,830
+2,681
+6% +$226K 0.01% 788
2024
Q3 		$4.01M Sell
48,149
-7,229
-13% -$578K 0.01% 800
2024
Q2 		$4.26M Sell
55,378
-16,510
-23% -$1.27M 0.01% 653
2024
Q1 		$5.65M Sell
71,888
-4,980
-6% -$370K 0.01% 620
2023
Q4 		$5.58M Buy
76,868
+3,660
+5% +$248K 0.02% 514
2023
Q3 		$4.88M Sell
73,208
-27,487
-27% -$1.91M 0.02% 423
2023
Q2 		$6.97M Sell
100,695
-237,127
-70% -$15.9M 0.03% 427
2023
Q1 		$22.6M Buy
337,822
+81,907
+32% +$5.55M 0.05% 226
2022
Q4 		$17M Buy
255,915
+236,956
+1,250% +$15.6M 0.11% 188
2022
Q3 		$1.13M Buy
18,959
+2,165
+13% +$143K 0.01% 486
2022
Q2 		$1.07M Buy
16,794
+12,921
+334% +$888K 0.01% 534
2022
Q1 		$282K Sell
3,873
-3,813
-50% -$275K ﹤0.01% 748
2021
Q4 		$567K Buy
+7,686
New +$553K 0.01% 562
2020
Q3 		– Sell
-7,138
Closed -$353K – 532
2020
Q2 		$353K Buy
7,138
+18
+0.3% +$870 0.02% 327
2020
Q1 		$310K Hold
7,120
– – 0.02% 338
2019
Q4 		$427K Buy
7,120
+28
+0.4% +$1.62K 0.02% 362
2019
Q3 		$399K Sell
7,092
-7,092
-50% -$395K 0.02% 351
2019
Q2 		$792K Buy
+14,184
New +$777K 0.05% 265
2018
Q4 		– Sell
-35,450
Closed -$1.96M – 561
2018
Q3 		$1.96M Buy
35,450
+6,330
+22% +$348K 0.14% 167
2018
Q2 		$1.54M Hold
29,120
– – 0.11% 190
2018
Q1 		$1.53M Buy
29,120
+6,490
+29% +$353K 0.12% 179
2017
Q4 		$1.23M Hold
22,630
– – 0.08% 212
2017
Q3 		$1.17M Buy
22,630
+7,380
+48% +$376K 0.08% 210
2017
Q2 		$772K Buy
+15,250
New +$767K 0.06% 197

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

Cerity Partners's VONV Position: Q2 2026 in Review

Cerity Partners increased its Vanguard Russell 1000 Value ETF (VONV) stake by 4.5% in Q2 2026, buying an estimated $222K and bringing the position to 50,361 shares worth $5.35M. The position accounts for 0.01% of the portfolio, ranked #1068.

Cerity Partners first reported a position in VONV in Q2 2017 and has held it in 30 quarters since. The position peaked at $22.6M in Q1 2023. 621 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

  • Cerity Partners held 50,361 shares of Vanguard Russell 1000 Value ETF worth $5.35M as of Q2 2026.
  • Cerity Partners bought 2,175 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $222K.
  • Vanguard Russell 1000 Value ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1068 holding.
  • Cerity Partners first reported a position in Vanguard Russell 1000 Value ETF in Q2 2017 and has held it in 30 quarters since.
  • Cerity Partners's Vanguard Russell 1000 Value ETF position peaked at $22.6M in Q1 2023.
  • 621 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.