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Guardian Wealth Advisors (North Carolina)’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2025
Q3 		– Sell
-81
Closed -$6.9K – 549
2025
Q2 		$6.9K Hold
81
– – ﹤0.01% 498
2025
Q1 		$6.69K Hold
81
– – ﹤0.01% 477
2024
Q4 		$6.58K Buy
+81
New +$6.82K ﹤0.01% 456

Other funds holding VONV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s VONV Position: Q3 2025 in Review

Guardian Wealth Advisors (North Carolina) sold out of Vanguard Russell 1000 Value ETF (VONV) in Q3 2025, closing a stake of 81 shares — an estimated $6.9K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in VONV in Q4 2024 and held it in 3 quarters. The position peaked at $6.9K in Q2 2025. 497 funds tracked by Wall St. Rank hold VONV as of Q3 2025.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Vanguard Russell 1000 Value ETF position as of Q3 2025 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 81 Vanguard Russell 1000 Value ETF shares in Q3 2025, an estimated $6.9K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Vanguard Russell 1000 Value ETF in Q4 2024 and held it in 3 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Vanguard Russell 1000 Value ETF position peaked at $6.9K in Q2 2025.
  • 497 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q3 2025.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2025, filed 14 Nov 2025.