Elevatus Welath Management’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Elevatus Welath Management’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	$890K	Buy	9,498 +33	+0.3%	+$3.17K	0.47%	50
2025 Q4	$874K	Buy	9,465 +88	+0.9%	+$7.98K	0.24%	71
2025 Q3	$838K	Buy	9,377 +1,960	+26%	+$171K	0.24%	58
2025 Q2	$632K	Hold	7,417	–	–	0.21%	58
2025 Q1	$612K	Hold	7,417	–	–	0.35%	44
2024 Q4	$603K	Hold	7,417	–	–	0.21%	50
2024 Q3	$618K	Hold	7,417	–	–	0.2%	51
2024 Q2	$568K	Hold	7,417	–	–	0.21%	65
2024 Q1	$583K	Hold	7,417	–	–	0.23%	50
2023 Q4	$538K	Sell	7,417 -7,417	-50%	-$503K	0.24%	49
2023 Q3	$989K	Buy	+14,834	New	+$1.03M	0.89%	23

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

Elevatus Welath Management's VONV Position: Q1 2026 in Review

Elevatus Welath Management increased its Vanguard Russell 1000 Value ETF (VONV) stake by 0.35% in Q1 2026, buying an estimated $3.17K and bringing the position to 9,498 shares worth $890K. The position accounts for 0.47% of the portfolio, ranked #50.

Elevatus Welath Management first reported a position in VONV in Q3 2023 and has held it in 11 quarters since. The position peaked at $989K in Q3 2023. 571 funds tracked by Wall St. Rank hold VONV as of Q1 2026.

Elevatus Welath Management held 9,498 shares of Vanguard Russell 1000 Value ETF worth $890K as of Q1 2026.
Elevatus Welath Management bought 33 Vanguard Russell 1000 Value ETF shares in Q1 2026, an estimated $3.17K.
Vanguard Russell 1000 Value ETF made up 0.47% of Elevatus Welath Management's portfolio in Q1 2026, its #50 holding.
Elevatus Welath Management first reported a position in Vanguard Russell 1000 Value ETF in Q3 2023 and has held it in 11 quarters since.
Elevatus Welath Management's Vanguard Russell 1000 Value ETF position peaked at $989K in Q3 2023.
571 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q1 2026.

Based on Elevatus Welath Management's 13F filing for Q1 2026, filed 15 Apr 2026.