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Foundations Investment Advisors’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Foundations Investment 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
Q1 		$557K Sell
5,946
-226
-4% -$21.7K 0.01% 682
2025
Q4 		$570K Buy
6,172
+2,998
+94% +$272K 0.01% 674
2025
Q3 		$284K Buy
3,174
+516
+19% +$45.1K ﹤0.01% 875
2025
Q2 		$226K Buy
+2,658
New +$216K ﹤0.01% 843
2023
Q3 		– Sell
-57,283
Closed -$3.96M – 679
2023
Q2 		$3.96M Buy
+57,283
New +$3.85M 0.13% 113

Other funds holding VONV

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Foundations Investment Advisors's VONV Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Vanguard Russell 1000 Value ETF (VONV) stake by 3.7% in Q1 2026, selling an estimated $21.7K and leaving 5,946 shares worth $557K. The position accounts for 0.01% of the portfolio, ranked #682.

Foundations Investment Advisors first reported a position in VONV in Q2 2023 and has held it in 5 quarters since. The position peaked at $3.96M in Q2 2023. 571 funds tracked by Wall St. Rank hold VONV as of Q1 2026.

  • Foundations Investment Advisors held 5,946 shares of Vanguard Russell 1000 Value ETF worth $557K as of Q1 2026.
  • Foundations Investment Advisors sold 226 Vanguard Russell 1000 Value ETF shares in Q1 2026, an estimated $21.7K.
  • Vanguard Russell 1000 Value ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #682 holding.
  • Foundations Investment Advisors first reported a position in Vanguard Russell 1000 Value ETF in Q2 2023 and has held it in 5 quarters since.
  • Foundations Investment Advisors's Vanguard Russell 1000 Value ETF position peaked at $3.96M in Q2 2023.
  • 571 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.