FAM
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Family Asset Management’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Family Asset 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
2023
Q2 		– Sell
-2,352
Closed -$157K – 196
2023
Q1 		$157K Buy
+2,352
New +$159K 0.11% 108

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TF
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Envestnet Asset Management
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LPL Financial
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Family Asset Management's VONV Position: Q2 2023 in Review

Family Asset Management sold out of Vanguard Russell 1000 Value ETF (VONV) in Q2 2023, closing a stake of 2,352 shares — an estimated $157K sold.

Family Asset Management first reported a position in VONV in Q1 2023 and held it in 1 quarter. The position peaked at $157K in Q1 2023. 332 funds tracked by Wall St. Rank hold VONV as of Q2 2023.

  • Family Asset Management reported no remaining Vanguard Russell 1000 Value ETF position as of Q2 2023 after selling out during the quarter.
  • Family Asset Management sold 2,352 Vanguard Russell 1000 Value ETF shares in Q2 2023, an estimated $157K.
  • Family Asset Management first reported a position in Vanguard Russell 1000 Value ETF in Q1 2023 and held it in 1 quarter.
  • Family Asset Management's Vanguard Russell 1000 Value ETF position peaked at $157K in Q1 2023.
  • 332 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2023.

Based on Family Asset Management's 13F filing for Q2 2023, filed 27 Jul 2023.