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

DHJJ Financial 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 		$38.9K Sell
366
-1,748
-83% -$179K 0.01% 453
2026
Q1 		$198K Buy
+2,114
New +$203K 0.07% 193

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

DHJJ Financial Advisors's VONV Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its Vanguard Russell 1000 Value ETF (VONV) stake by 83% in Q2 2026, selling an estimated $179K and leaving 366 shares worth $38.9K. The position accounts for 0.01% of the portfolio, ranked #453.

DHJJ Financial Advisors first reported a position in VONV in Q1 2026 and has held it in 2 quarters since. The position peaked at $198K in Q1 2026. 622 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

  • DHJJ Financial Advisors held 366 shares of Vanguard Russell 1000 Value ETF worth $38.9K as of Q2 2026.
  • DHJJ Financial Advisors sold 1,748 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $179K.
  • Vanguard Russell 1000 Value ETF made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #453 holding.
  • DHJJ Financial Advisors first reported a position in Vanguard Russell 1000 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • DHJJ Financial Advisors's Vanguard Russell 1000 Value ETF position peaked at $198K in Q1 2026.
  • 622 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.