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Concurrent Investment Advisors’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Concurrent Investment 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 		$4.94M Buy
46,434
+35,096
+310% +$3.59M 0.04% 438
2026
Q1 		$1.06M Buy
11,338
+593
+6% +$57K 0.01% 852
2025
Q4 		$992K Buy
10,745
+3,840
+56% +$348K 0.01% 836
2025
Q3 		$617K Sell
6,905
-53
-0.8% -$4.63K 0.01% 831
2025
Q2 		$593K Buy
6,958
+3,010
+76% +$245K 0.01% 781
2025
Q1 		$326K Buy
3,948
+506
+15% +$42.3K 0.01% 885
2024
Q4 		$280K Hold
3,442
– – 0.01% 858
2024
Q3 		$287K Buy
+3,442
New +$275K 0.01% 797

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

Concurrent Investment Advisors's VONV Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Vanguard Russell 1000 Value ETF (VONV) stake by 310% in Q2 2026, buying an estimated $3.59M and bringing the position to 46,434 shares worth $4.94M. The position accounts for 0.04% of the portfolio, ranked #438.

Concurrent Investment Advisors first reported a position in VONV in Q3 2024 and has held it in 8 quarters since. 189 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

  • Concurrent Investment Advisors held 46,434 shares of Vanguard Russell 1000 Value ETF worth $4.94M as of Q2 2026.
  • Concurrent Investment Advisors bought 35,096 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $3.59M.
  • Vanguard Russell 1000 Value ETF made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #438 holding.
  • Concurrent Investment Advisors first reported a position in Vanguard Russell 1000 Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 189 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.