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Financial Advocates Investment Management’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-6,824
Closed -$581K – 584
2025
Q2 		$581K Sell
6,824
-528
-7% -$42.9K 0.05% 328
2025
Q1 		$607K Buy
7,352
+3,555
+94% +$297K 0.04% 386
2024
Q4 		$309K Sell
3,797
-11
-0.3% -$926 0.02% 591
2024
Q3 		$317K Buy
3,808
+41
+1% +$3.28K 0.02% 587
2024
Q2 		$288K Buy
3,767
+463
+14% +$35.6K 0.02% 583
2024
Q1 		$260K Sell
3,304
-42
-1% -$3.12K 0.02% 645
2023
Q4 		$243K Sell
3,346
-3
-0.1% -$203 0.02% 638
2023
Q3 		$223K Sell
3,349
-42
-1% -$2.92K 0.02% 622
2023
Q2 		$235K Buy
3,391
+34
+1% +$2.28K 0.02% 595
2023
Q1 		$224K Buy
+3,357
New +$227K 0.02% 648
2022
Q2 		– Sell
-3,660
Closed -$267K – 792
2022
Q1 		$267K Sell
3,660
-30
-0.8% -$2.16K 0.02% 610
2021
Q4 		$272K Buy
3,690
+650
+21% +$46.7K 0.02% 655
2021
Q3 		$209K Hold
3,040
– – 0.01% 695
2021
Q2 		$212K Sell
3,040
-400
-12% -$27.8K 0.01% 692
2021
Q1 		$241K Sell
3,440
-2,320
-40% -$147K 0.02% 673
2020
Q4 		$296K Buy
5,760
+1,832
+47% +$103K 0.02% 568
2020
Q3 		$204K Sell
3,928
-200
-5% -$10.4K 0.02% 585
2020
Q2 		$204K Sell
4,128
-2,584
-38% -$125K 0.02% 566
2020
Q1 		$292K Sell
6,712
-180
-3% -$9.85K 0.04% 361
2019
Q4 		$413K Buy
6,892
+846
+14% +$48.9K 0.04% 350
2019
Q3 		$340K Buy
+6,046
New +$337K 0.04% 362

Other funds holding VONV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Financial Advocates Investment Management's VONV Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Vanguard Russell 1000 Value ETF (VONV) in Q3 2025, closing a stake of 6,824 shares — an estimated $581K sold.

Financial Advocates Investment Management first reported a position in VONV in Q3 2019 and held it in 21 quarters. The position peaked at $607K in Q1 2025. 497 funds tracked by Wall St. Rank hold VONV as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Vanguard Russell 1000 Value ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 6,824 Vanguard Russell 1000 Value ETF shares in Q3 2025, an estimated $581K.
  • Financial Advocates Investment Management first reported a position in Vanguard Russell 1000 Value ETF in Q3 2019 and held it in 21 quarters.
  • Financial Advocates Investment Management's Vanguard Russell 1000 Value ETF position peaked at $607K in Q1 2025.
  • 497 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.