BFC Planning, Inc.’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

BFC Planning, Inc.’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	$1.8M	Buy	16,920 +333	+2%	+$34K	0.07%	263
2026 Q1	$1.55M	Buy	16,587 +7	+0%	+$673	0.07%	271
2025 Q4	$1.53M	Buy	16,580 +16,061	+3,095%	+$1.46M	0.07%	275
2025 Q3	$46.4K	Buy	519 +1	+0.2%	+$87	﹤0.01%	1223
2025 Q2	$44.1K	Buy	518 +1	+0.2%	+$81	﹤0.01%	1179
2025 Q1	$42.7K	Sell	517 -14	-3%	-$1.17K	﹤0.01%	1164
2024 Q4	$43.1K	Buy	+531	New	+$44.7K	﹤0.01%	1170

Other funds holding VONV

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BFC Planning, Inc.'s VONV Position: Q2 2026 in Review

BFC Planning, Inc. increased its Vanguard Russell 1000 Value ETF (VONV) stake by 2% in Q2 2026, buying an estimated $34K and bringing the position to 16,920 shares worth $1.8M. The position accounts for 0.07% of the portfolio, ranked #263.

BFC Planning, Inc. first reported a position in VONV in Q4 2024 and has held it in 7 quarters since. 629 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

BFC Planning, Inc. held 16,920 shares of Vanguard Russell 1000 Value ETF worth $1.8M as of Q2 2026.
BFC Planning, Inc. bought 333 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $34K.
Vanguard Russell 1000 Value ETF made up 0.07% of BFC Planning, Inc.'s portfolio in Q2 2026, its #263 holding.
BFC Planning, Inc. first reported a position in Vanguard Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
629 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.