EverSource Wealth Advisors’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

EverSource Wealth Advisors’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	$381K	Buy	3,587 +14	+0.4%	+$1.43K	0.01%	690
2026 Q1	$335K	Buy	3,573 +1,561	+78%	+$150K	0.01%	791
2025 Q4	$186K	Buy	2,012 +1,960	+3,769%	+$178K	0.01%	978
2025 Q3	$4.65K	Hold	52	–	–	﹤0.01%	3191
2025 Q2	$4.43K	Sell	52 -19,344	-100%	-$1.57M	﹤0.01%	3212
2025 Q1	$1.6M	Sell	19,396 -34	-0.2%	-$2.84K	0.09%	181
2024 Q4	$1.58M	Buy	19,430 +1,054	+6%	+$88.8K	0.09%	179
2024 Q3	$1.53M	Buy	18,376 +295	+2%	+$23.6K	0.1%	164
2024 Q2	$1.45M	Buy	18,081 +7,889	+77%	+$606K	0.1%	160
2024 Q1	$767K	Buy	+10,192	New	+$757K	0.06%	217

Other funds holding VONV

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EverSource Wealth Advisors's VONV Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Vanguard Russell 1000 Value ETF (VONV) stake by 0.39% in Q2 2026, buying an estimated $1.43K and bringing the position to 3,587 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #690.

EverSource Wealth Advisors first reported a position in VONV in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.6M in Q1 2025. 622 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

EverSource Wealth Advisors held 3,587 shares of Vanguard Russell 1000 Value ETF worth $381K as of Q2 2026.
EverSource Wealth Advisors bought 14 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $1.43K.
Vanguard Russell 1000 Value ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #690 holding.
EverSource Wealth Advisors first reported a position in Vanguard Russell 1000 Value ETF in Q1 2024 and has held it in 10 quarters since.
EverSource Wealth Advisors's Vanguard Russell 1000 Value ETF position peaked at $1.6M in Q1 2025.
622 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.