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Consultiva Wealth Management’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Consultiva Wealth Management’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 		$40.9K Buy
385
+215
+126% +$22K 0.09% 117
2026
Q1 		$15.9K Hold
170
– – 0.05% 178
2025
Q4 		$15.7K Buy
+170
New +$15.4K 0.04% 177

Other funds holding VONV

UBS Group
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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

Consultiva Wealth Management's VONV Position: Q2 2026 in Review

Consultiva Wealth Management increased its Vanguard Russell 1000 Value ETF (VONV) stake by 126% in Q2 2026, buying an estimated $22K and bringing the position to 385 shares worth $40.9K. The position accounts for 0.09% of the portfolio, ranked #117.

Consultiva Wealth Management first reported a position in VONV in Q4 2025 and has held it in 3 quarters since. 622 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

  • Consultiva Wealth Management held 385 shares of Vanguard Russell 1000 Value ETF worth $40.9K as of Q2 2026.
  • Consultiva Wealth Management bought 215 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $22K.
  • Vanguard Russell 1000 Value ETF made up 0.09% of Consultiva Wealth Management's portfolio in Q2 2026, its #117 holding.
  • Consultiva Wealth Management first reported a position in Vanguard Russell 1000 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 622 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.