GWP
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
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

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gen-Wealth Partners's VONV Position: Q2 2026 in Review

Gen-Wealth Partners held its Vanguard Russell 1000 Value ETF (VONV) position steady in Q2 2026 at 2,570 shares worth $273K. The position accounts for 0.08% of the portfolio, ranked #212.

Gen-Wealth Partners first reported a position in VONV in Q1 2024 and has held it in 10 quarters since. 625 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

  • Gen-Wealth Partners held 2,570 shares of Vanguard Russell 1000 Value ETF worth $273K as of Q2 2026.
  • Gen-Wealth Partners left its Vanguard Russell 1000 Value ETF share count unchanged in Q2 2026.
  • Vanguard Russell 1000 Value ETF made up 0.08% of Gen-Wealth Partners's portfolio in Q2 2026, its #212 holding.
  • Gen-Wealth Partners first reported a position in Vanguard Russell 1000 Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 625 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.