EWM
VONV icon

Empirical Wealth Management’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Empirical Wealth 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
Q2 		$237K Hold
2,228
– – ﹤0.01% 962
2026
Q1 		$209K Buy
+2,228
New +$214K ﹤0.01% 931
2025
Q4 		– Sell
-2,364
Closed -$211K – 983
2025
Q3 		$211K Sell
2,364
-52
-2% -$4.54K ﹤0.01% 740
2025
Q2 		$206K Sell
2,416
-82
-3% -$6.67K ﹤0.01% 647
2025
Q1 		$206K Sell
2,498
-1,380
-36% -$115K 0.01% 604
2024
Q4 		$315K Sell
3,878
-11
-0.3% -$926 0.01% 490
2024
Q3 		$324K Buy
3,889
+338
+10% +$27K 0.01% 454
2024
Q2 		$272K Hold
3,551
– – 0.01% 472
2024
Q1 		$279K Buy
3,551
+564
+19% +$41.9K 0.01% 457
2023
Q4 		$217K Sell
2,987
-461
-13% -$31.2K 0.01% 458
2023
Q3 		$230K Hold
3,448
– – 0.01% 421
2023
Q2 		$239K Hold
3,448
– – 0.01% 410
2023
Q1 		$230K Buy
+3,448
New +$234K 0.01% 427
2022
Q2 		– Sell
-3,136
Closed -$228K – 533
2022
Q1 		$228K Sell
3,136
-100
-3% -$7.2K 0.01% 447
2021
Q4 		$239K Sell
3,236
-180
-5% -$12.9K 0.01% 458
2021
Q3 		$235K Hold
3,416
– – 0.01% 409
2021
Q2 		$238K Hold
3,416
– – 0.01% 400
2021
Q1 		$227K Buy
+3,416
New +$217K 0.02% 356

Other funds holding VONV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
HAFS
Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $321M AUM 18.23% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BWP
Bernardo Wealth Planning Harleysville, Pennsylvania $585M AUM 17.72% 1-Year Est. Return
WDG
Wealth Dimensions Group Cincinnati, Ohio $558M AUM 20.63% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return

Empirical Wealth Management's VONV Position: Q2 2026 in Review

Empirical Wealth Management held its Vanguard Russell 1000 Value ETF (VONV) position steady in Q2 2026 at 2,228 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Empirical Wealth Management first reported a position in VONV in Q1 2021 and has held it in 18 quarters since. The position peaked at $324K in Q3 2024. 269 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

  • Empirical Wealth Management held 2,228 shares of Vanguard Russell 1000 Value ETF worth $237K as of Q2 2026.
  • Empirical Wealth Management left its Vanguard Russell 1000 Value ETF share count unchanged in Q2 2026.
  • Vanguard Russell 1000 Value ETF made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #962 holding.
  • Empirical Wealth Management first reported a position in Vanguard Russell 1000 Value ETF in Q1 2021 and has held it in 18 quarters since.
  • Empirical Wealth Management's Vanguard Russell 1000 Value ETF position peaked at $324K in Q3 2024.
  • 269 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.