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Golden Road Advisors’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Golden Road 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
Q2 		$6.69M Sell
62,907
-85
-0.1% -$8.69K 3.24% 6
2026
Q1 		$5.9M Sell
62,992
-358
-0.6% -$34.4K 3.4% 5
2025
Q4 		$5.85M Buy
63,350
+2,874
+5% +$261K 3.33% 6
2025
Q3 		$5.4M Buy
60,476
+1,401
+2% +$122K 3.13% 6
2025
Q2 		$5.03M Buy
59,075
+6,616
+13% +$538K 3.35% 6
2025
Q1 		$4.33M Sell
52,459
-193
-0.4% -$16.1K 3.38% 5
2024
Q4 		$4.28M Buy
52,652
+336
+0.6% +$28.3K 3.24% 6
2024
Q3 		$4.36M Buy
52,316
+145
+0.3% +$11.6K 3.41% 5
2024
Q2 		$3.98M Buy
52,171
+599
+1% +$46K 3.28% 6
2024
Q1 		$4.06M Buy
51,572
+1,295
+3% +$96.2K 3.37% 5
2023
Q4 		$3.65M Buy
+50,277
New +$3.41M 3.49% 6

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

Golden Road Advisors's VONV Position: Q2 2026 in Review

Golden Road Advisors reduced its Vanguard Russell 1000 Value ETF (VONV) stake by 0.13% in Q2 2026, selling an estimated $8.69K and leaving 62,907 shares worth $6.69M. The position accounts for 3.24% of the portfolio, ranked #6.

Golden Road Advisors first reported a position in VONV in Q4 2023 and has held it in 11 quarters since. 621 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

  • Golden Road Advisors held 62,907 shares of Vanguard Russell 1000 Value ETF worth $6.69M as of Q2 2026.
  • Golden Road Advisors sold 85 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $8.69K.
  • Vanguard Russell 1000 Value ETF made up 3.24% of Golden Road Advisors's portfolio in Q2 2026, its #6 holding.
  • Golden Road Advisors first reported a position in Vanguard Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 621 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on Golden Road Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.