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

Goldstein 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	$240K	Sell	2,253 -3,834	-63%	-$392K	0.02%	223
2026 Q1	$571K	Sell	6,087 -753	-11%	-$72.4K	0.06%	94
2025 Q4	$631K	Buy	6,840 +1,363	+25%	+$124K	0.07%	90
2025 Q3	$489K	Buy	5,477 +264	+5%	+$23.1K	0.06%	102
2025 Q2	$444K	Buy	5,213 +1,043	+25%	+$84.8K	0.06%	101
2025 Q1	$344K	Buy	4,170 +917	+28%	+$76.7K	0.05%	125
2024 Q4	$264K	Buy	+3,253	New	+$274K	0.04%	150

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

TCIIS

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

SAG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldstein Advisors's VONV Position: Q2 2026 in Review

Goldstein Advisors reduced its Vanguard Russell 1000 Value ETF (VONV) stake by 63% in Q2 2026, selling an estimated $392K and leaving 2,253 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #223.

Goldstein Advisors first reported a position in VONV in Q4 2024 and has held it in 7 quarters since. The position peaked at $631K in Q4 2025. 622 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

Goldstein Advisors held 2,253 shares of Vanguard Russell 1000 Value ETF worth $240K as of Q2 2026.
Goldstein Advisors sold 3,834 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $392K.
Vanguard Russell 1000 Value ETF made up 0.02% of Goldstein Advisors's portfolio in Q2 2026, its #223 holding.
Goldstein Advisors first reported a position in Vanguard Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
Goldstein Advisors's Vanguard Russell 1000 Value ETF position peaked at $631K in Q4 2025.
622 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.