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

CWC 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 Q1	$237K	Buy	+2,528	New	+$243K	0.11%	135

Other funds holding VONV

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CWC Advisors's VONV Position: Q1 2026 in Review

CWC Advisors opened a new position in Vanguard Russell 1000 Value ETF (VONV) in Q1 2026: 2,528 shares worth $237K. The stake represents 0.11% of the portfolio and ranks #135 among its holdings.

571 funds tracked by Wall St. Rank hold VONV as of Q1 2026.

CWC Advisors held 2,528 shares of Vanguard Russell 1000 Value ETF worth $237K as of Q1 2026.
Vanguard Russell 1000 Value ETF was a new CWC Advisors position in Q1 2026.
Vanguard Russell 1000 Value ETF made up 0.11% of CWC Advisors's portfolio in Q1 2026, its #135 holding.
571 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q1 2026.

Based on CWC Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.