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 Q3	$1.72M	Sell	15,804 -7,427	-32%	-$824K	0.76%	25
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

Envision Financial's VONV Position: Q3 2026 in Review

Envision Financial reduced its Vanguard Russell 1000 Value ETF (VONV) stake by 32% in Q3 2026, selling an estimated $824K and leaving 15,804 shares worth $1.72M. The position accounts for 0.76% of the portfolio, ranked #25.

Envision Financial first reported a position in VONV in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.48M in Q2 2025. 419 funds tracked by Wall St. Rank hold VONV as of Q3 2026.

Envision Financial held 15,804 shares of Vanguard Russell 1000 Value ETF worth $1.72M as of Q3 2026.
Envision Financial sold 7,427 Vanguard Russell 1000 Value ETF shares in Q3 2026, an estimated $824K.
Vanguard Russell 1000 Value ETF made up 0.76% of Envision Financial's portfolio in Q3 2026, its #25 holding.
Envision Financial first reported a position in Vanguard Russell 1000 Value ETF in Q4 2024 and has held it in 8 quarters since.
Envision Financial's Vanguard Russell 1000 Value ETF position peaked at $3.48M in Q2 2025.
419 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q3 2026.

Based on Envision Financial's 13F filing for Q3 2026, filed 15 Oct 2026.