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Eagle Wealth Strategies’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Eagle Wealth Strategies’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 		$556K Buy
5,231
+148
+3% +$15.1K 0.21% 49
2026
Q1 		$476K Buy
+5,083
New +$489K 0.21% 53
2024
Q1 		– Sell
-229,813
Closed -$16.7M – 107
2023
Q4 		$16.7M Buy
+229,813
New +$15.6M 10.06% 3

Other funds holding VONV

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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

Eagle Wealth Strategies's VONV Position: Q2 2026 in Review

Eagle Wealth Strategies increased its Vanguard Russell 1000 Value ETF (VONV) stake by 2.9% in Q2 2026, buying an estimated $15.1K and bringing the position to 5,231 shares worth $556K. The position accounts for 0.21% of the portfolio, ranked #49.

Eagle Wealth Strategies first reported a position in VONV in Q4 2023 and has held it in 3 quarters since. The position peaked at $16.7M in Q4 2023. 625 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

  • Eagle Wealth Strategies held 5,231 shares of Vanguard Russell 1000 Value ETF worth $556K as of Q2 2026.
  • Eagle Wealth Strategies bought 148 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $15.1K.
  • Vanguard Russell 1000 Value ETF made up 0.21% of Eagle Wealth Strategies's portfolio in Q2 2026, its #49 holding.
  • Eagle Wealth Strategies first reported a position in Vanguard Russell 1000 Value ETF in Q4 2023 and has held it in 3 quarters since.
  • Eagle Wealth Strategies's Vanguard Russell 1000 Value ETF position peaked at $16.7M in Q4 2023.
  • 625 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.