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

Envision Financial’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	$2.47M	Sell	23,231 -2,723	-10%	-$278K	1.14%	22
2026 Q1	$2.43M	Sell	25,954 -6,244	-19%	-$600K	1.31%	21
2025 Q4	$2.97M	Sell	32,198 -4,426	-12%	-$401K	1.57%	20
2025 Q3	$3.27M	Sell	36,624 -4,158	-10%	-$363K	1.88%	17
2025 Q2	$3.48M	Sell	40,782 -486	-1%	-$39.5K	2.32%	14
2025 Q1	$3.41M	Sell	41,268 -239	-0.6%	-$20K	2.57%	14
2024 Q4	$3.37M	Buy	+41,507	New	+$3.5M	2.7%	14

Other funds holding VONV

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 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

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

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Envision Financial's VONV Position: Q2 2026 in Review

Envision Financial reduced its Vanguard Russell 1000 Value ETF (VONV) stake by 10% in Q2 2026, selling an estimated $278K and leaving 23,231 shares worth $2.47M. The position accounts for 1.14% of the portfolio, ranked #22.

Envision Financial first reported a position in VONV in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.48M in Q2 2025. 94 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

Envision Financial held 23,231 shares of Vanguard Russell 1000 Value ETF worth $2.47M as of Q2 2026.
Envision Financial sold 2,723 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $278K.
Vanguard Russell 1000 Value ETF made up 1.14% of Envision Financial's portfolio in Q2 2026, its #22 holding.
Envision Financial first reported a position in Vanguard Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
Envision Financial's Vanguard Russell 1000 Value ETF position peaked at $3.48M in Q2 2025.
94 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on Envision Financial's 13F filing for Q2 2026, filed 10 Jul 2026.