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

Freedom 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
2026
Q1 		$1.63M Buy
17,440
+977
+6% +$93.9K 0.49% 28
2025
Q4 		$1.52M Sell
16,463
-127
-0.8% -$11.5K 0.44% 26
2025
Q3 		$1.48M Sell
16,590
-79,045
-83% -$6.9M 0.39% 31
2025
Q2 		$8.15M Sell
95,635
-15,500
-14% -$1.26M 0.65% 30
2025
Q1 		$9.17M Buy
111,135
+85,149
+328% +$7.12M 0.77% 23
2024
Q4 		$2.11M Sell
25,986
-96
-0.4% -$8.09K 0.18% 96
2024
Q3 		$2.17M Sell
26,082
-1,489
-5% -$119K 0.17% 97
2024
Q2 		$2.11M Buy
27,571
+612
+2% +$47K 0.17% 100
2024
Q1 		$2.12M Buy
26,959
+1,301
+5% +$96.6K 0.17% 109
2023
Q4 		$1.86M Buy
25,658
+9,978
+64% +$676K 0.15% 128
2023
Q3 		$1.05M Sell
15,680
-1,305
-8% -$90.7K 0.13% 194
2023
Q2 		$1.18M Sell
16,985
-517
-3% -$34.7K 0.13% 195
2023
Q1 		$1.17M Buy
17,502
+1,348
+8% +$91.3K 0.13% 203
2022
Q4 		$1.08M Sell
16,154
-667
-4% -$43.8K 0.12% 235
2022
Q3 		$1M Sell
16,821
-670
-4% -$44.1K 0.12% 246
2022
Q2 		$1.11M Sell
17,491
-670
-4% -$46K 0.12% 239
2022
Q1 		$1.32M Buy
18,161
+1,569
+9% +$113K 0.12% 225
2021
Q4 		$1.22M Buy
16,592
+13
+0.1% +$935 0.09% 288
2021
Q3 		$1.14M Sell
16,579
-349
-2% -$24.6K 0.09% 297
2021
Q2 		$1.18M Sell
16,928
-1,264
-7% -$87.8K 0.09% 281
2021
Q1 		$1.21M Sell
18,192
-1,378
-7% -$87.4K 0.09% 256
2020
Q4 		$1.17M Buy
19,570
+646
+3% +$36.4K 0.13% 162
2020
Q3 		$982K Sell
18,924
-1,470
-7% -$76.5K 0.11% 180
2020
Q2 		$1.01M Sell
20,394
-4,352
-18% -$210K 0.11% 163
2020
Q1 		$1.49M Sell
24,746
-876
-3% -$47.9K 0.13% 150
2019
Q4 		$1.53M Sell
25,622
-1,654
-6% -$95.5K 0.14% 152
2019
Q3 		$1.53M Buy
27,276
+42
+0.2% +$2.34K 0.13% 155
2019
Q2 		$1.52M Sell
27,234
-1,800
-6% -$98.7K 0.13% 162
2019
Q1 		$1.57M Sell
29,034
-1,688
-5% -$88.8K 0.13% 180
2018
Q4 		$1.49M Sell
30,722
-778
-2% -$40.8K 0.12% 178
2018
Q3 		$1.75M Sell
31,500
-1,254
-4% -$68.9K 0.11% 184
2018
Q2 		$1.73M Sell
32,754
-3,888
-11% -$207K 0.1% 198
2018
Q1 		$1.92M Buy
+36,642
New +$2M 0.1% 179

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

Freedom Investment Management's VONV Position: Q1 2026 in Review

Freedom Investment Management increased its Vanguard Russell 1000 Value ETF (VONV) stake by 5.9% in Q1 2026, buying an estimated $93.9K and bringing the position to 17,440 shares worth $1.63M. The position accounts for 0.49% of the portfolio, ranked #28.

Freedom Investment Management first reported a position in VONV in Q1 2018 and has held it in 33 quarters since. The position peaked at $9.17M in Q1 2025. 571 funds tracked by Wall St. Rank hold VONV as of Q1 2026.

  • Freedom Investment Management held 17,440 shares of Vanguard Russell 1000 Value ETF worth $1.63M as of Q1 2026.
  • Freedom Investment Management bought 977 Vanguard Russell 1000 Value ETF shares in Q1 2026, an estimated $93.9K.
  • Vanguard Russell 1000 Value ETF made up 0.49% of Freedom Investment Management's portfolio in Q1 2026, its #28 holding.
  • Freedom Investment Management first reported a position in Vanguard Russell 1000 Value ETF in Q1 2018 and has held it in 33 quarters since.
  • Freedom Investment Management's Vanguard Russell 1000 Value ETF position peaked at $9.17M in Q1 2025.
  • 571 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.