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

Financial Life Planners’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	$456K	Sell	4,292 -67	-2%	-$6.85K	0.29%	36
2026 Q1	$409K	Buy	4,359 +19	+0.4%	+$1.83K	0.31%	33
2025 Q4	$401K	Buy	4,340 +23	+0.5%	+$2.09K	0.29%	40
2025 Q3	$386K	Buy	4,317 +20	+0.5%	+$1.75K	0.26%	43
2025 Q2	$366K	Sell	4,297 -792	-16%	-$64.4K	0.3%	43
2025 Q1	$420K	Buy	5,089 +23	+0.5%	+$1.92K	0.41%	31
2024 Q4	$412K	Buy	+5,066	New	+$427K	0.34%	31

Other funds holding VONV

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

WFA

WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return

HAFS

Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $321M AUM 18.23% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BWP

Bernardo Wealth Planning Harleysville, Pennsylvania $585M AUM 17.72% 1-Year Est. Return

WDG

Wealth Dimensions Group Cincinnati, Ohio $558M AUM 20.63% 1-Year Est. Return

VCA

Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return

Financial Life Planners's VONV Position: Q2 2026 in Review

Financial Life Planners reduced its Vanguard Russell 1000 Value ETF (VONV) stake by 1.5% in Q2 2026, selling an estimated $6.85K and leaving 4,292 shares worth $456K. The position accounts for 0.29% of the portfolio, ranked #36.

Financial Life Planners first reported a position in VONV in Q4 2024 and has held it in 7 quarters since. 266 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

Financial Life Planners held 4,292 shares of Vanguard Russell 1000 Value ETF worth $456K as of Q2 2026.
Financial Life Planners sold 67 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $6.85K.
Vanguard Russell 1000 Value ETF made up 0.29% of Financial Life Planners's portfolio in Q2 2026, its #36 holding.
Financial Life Planners first reported a position in Vanguard Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
266 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.