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

Cyndeo Wealth 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	$705K	Buy	6,635 +173	+3%	+$17.7K	0.03%	302
2026 Q1	$606K	Buy	6,462 +712	+12%	+$68.4K	0.03%	298
2025 Q4	$531K	Sell	5,750 -7	-0.1%	-$635	0.03%	312
2025 Q3	$515K	Sell	5,757 -6	-0.1%	-$524	0.03%	301
2025 Q2	$491K	Buy	5,763 +658	+13%	+$53.5K	0.03%	309
2025 Q1	$421K	Sell	5,105 -3,322	-39%	-$278K	0.03%	320
2024 Q4	$685K	Sell	8,427 -627	-7%	-$52.8K	0.05%	259
2024 Q3	$754K	Buy	9,054 +179	+2%	+$14.3K	0.05%	250
2024 Q2	$680K	Buy	+8,875	New	+$682K	0.05%	246
2023 Q1	–	Sell	-4,961	Closed	-$330K	–	335
2022 Q4	$330K	Buy	+4,961	New	+$326K	0.04%	250

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Cyndeo Wealth Partners's VONV Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Vanguard Russell 1000 Value ETF (VONV) stake by 2.7% in Q2 2026, buying an estimated $17.7K and bringing the position to 6,635 shares worth $705K. The position accounts for 0.03% of the portfolio, ranked #302.

Cyndeo Wealth Partners first reported a position in VONV in Q4 2022 and has held it in 10 quarters since. The position peaked at $754K in Q3 2024. 127 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

Cyndeo Wealth Partners held 6,635 shares of Vanguard Russell 1000 Value ETF worth $705K as of Q2 2026.
Cyndeo Wealth Partners bought 173 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $17.7K.
Vanguard Russell 1000 Value ETF made up 0.03% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #302 holding.
Cyndeo Wealth Partners first reported a position in Vanguard Russell 1000 Value ETF in Q4 2022 and has held it in 10 quarters since.
Cyndeo Wealth Partners's Vanguard Russell 1000 Value ETF position peaked at $754K in Q3 2024.
127 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.