CWC Advisors
VONV icon

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
Q3 		$287K Buy
2,639
+69
+3% +$7.65K 0.13% 128
2026
Q2 		$273K Buy
2,570
+42
+2% +$4.29K 0.12% 134
2026
Q1 		$237K Buy
+2,528
New +$243K 0.11% 135

Other funds holding VONV

OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
WestHill Financial Advisors
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Parkside Financial Bank & Trust
Parkside Financial Bank & Trust Saint Louis, Missouri $1.51B AUM 17.86% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
FSM Wealth Advisors
FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

CWC Advisors's VONV Position: Q3 2026 in Review

CWC Advisors increased its Vanguard Russell 1000 Value ETF (VONV) stake by 2.7% in Q3 2026, buying an estimated $7.65K and bringing the position to 2,639 shares worth $287K. The position accounts for 0.13% of the portfolio, ranked #128.

CWC Advisors first reported a position in VONV in Q1 2026 and has held it in 3 quarters since. 230 funds tracked by Wall St. Rank hold VONV as of Q3 2026.

  • CWC Advisors held 2,639 shares of Vanguard Russell 1000 Value ETF worth $287K as of Q3 2026.
  • CWC Advisors bought 69 Vanguard Russell 1000 Value ETF shares in Q3 2026, an estimated $7.65K.
  • Vanguard Russell 1000 Value ETF made up 0.13% of CWC Advisors's portfolio in Q3 2026, its #128 holding.
  • CWC Advisors first reported a position in Vanguard Russell 1000 Value ETF in Q1 2026 and has held it in 3 quarters since.
  • 230 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q3 2026.

Based on CWC Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.