Gen-Wealth Partners
VONV icon

Gen-Wealth Partners’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Gen-Wealth Partners’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
Q3 		$177K Sell
1,630
-940
-37% -$104K 0.05% 233
2026
Q2 		$273K Hold
2,570
– – 0.08% 212
2026
Q1 		$241K Hold
2,570
– – 0.08% 232
2025
Q4 		$237K Hold
2,570
– – 0.08% 243
2025
Q3 		$230K Hold
2,570
– – 0.08% 226
2025
Q2 		$219K Sell
2,570
-82
-3% -$6.67K 0.08% 210
2025
Q1 		$219K Sell
2,652
-190
-7% -$15.9K 0.09% 199
2024
Q4 		$231K Hold
2,842
– – 0.1% 197
2024
Q3 		$236K Sell
2,842
-148
-5% -$11.8K 0.1% 199
2024
Q2 		$229K Hold
2,990
– – 0.11% 184
2024
Q1 		$235K Buy
+2,990
New +$222K 0.12% 185

Other funds holding VONV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
WestHill Financial Advisors
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

Gen-Wealth Partners's VONV Position: Q3 2026 in Review

Gen-Wealth Partners reduced its Vanguard Russell 1000 Value ETF (VONV) stake by 37% in Q3 2026, selling an estimated $104K and leaving 1,630 shares worth $177K. The position accounts for 0.05% of the portfolio, ranked #233.

Gen-Wealth Partners first reported a position in VONV in Q1 2024 and has held it in 11 quarters since. The position peaked at $273K in Q2 2026. 400 funds tracked by Wall St. Rank hold VONV as of Q3 2026.

  • Gen-Wealth Partners held 1,630 shares of Vanguard Russell 1000 Value ETF worth $177K as of Q3 2026.
  • Gen-Wealth Partners sold 940 Vanguard Russell 1000 Value ETF shares in Q3 2026, an estimated $104K.
  • Vanguard Russell 1000 Value ETF made up 0.05% of Gen-Wealth Partners's portfolio in Q3 2026, its #233 holding.
  • Gen-Wealth Partners first reported a position in Vanguard Russell 1000 Value ETF in Q1 2024 and has held it in 11 quarters since.
  • Gen-Wealth Partners's Vanguard Russell 1000 Value ETF position peaked at $273K in Q2 2026.
  • 400 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.