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HB Wealth Management’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

HB Wealth Management’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 		$3.31M Buy
31,094
+25
+0.1% +$2.56K 0.02% 357
2026
Q1 		$2.91M Buy
31,069
+135
+0.4% +$13K 0.02% 345
2025
Q4 		$2.86M Buy
30,934
+266
+0.9% +$24.1K 0.02% 345
2025
Q3 		$2.74M Buy
30,668
+20,623
+205% +$1.8M 0.02% 352
2025
Q2 		$856K Sell
10,045
-20,388
-67% -$1.66M 0.01% 578
2025
Q1 		$2.51M Buy
30,433
+768
+3% +$64.2K 0.02% 338
2024
Q4 		$2.41M Buy
29,665
+52
+0.2% +$4.38K 0.02% 254
2024
Q3 		$2.47M Buy
29,613
+101
+0.3% +$8.07K 0.03% 245
2024
Q2 		$2.26M Buy
29,512
+6,221
+27% +$478K 0.03% 245
2024
Q1 		$1.83M Buy
23,291
+2,691
+13% +$200K 0.02% 263
2023
Q4 		$1.49M Buy
20,600
+1,006
+5% +$68.2K 0.02% 268
2023
Q3 		$1.31M Hold
19,594
– – 0.02% 269
2023
Q2 		$1.36M Buy
19,594
+1
+0% +$67 0.02% 252
2023
Q1 		$1.31M Hold
19,593
– – 0.02% 250
2022
Q4 		$1.3M Buy
+19,593
New +$1.29M 0.02% 246

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

HB Wealth Management's VONV Position: Q2 2026 in Review

HB Wealth Management increased its Vanguard Russell 1000 Value ETF (VONV) stake by 0.08% in Q2 2026, buying an estimated $2.56K and bringing the position to 31,094 shares worth $3.31M. The position accounts for 0.02% of the portfolio, ranked #357.

HB Wealth Management first reported a position in VONV in Q4 2022 and has held it in 15 quarters since. 622 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

  • HB Wealth Management held 31,094 shares of Vanguard Russell 1000 Value ETF worth $3.31M as of Q2 2026.
  • HB Wealth Management bought 25 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $2.56K.
  • Vanguard Russell 1000 Value ETF made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #357 holding.
  • HB Wealth Management first reported a position in Vanguard Russell 1000 Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 622 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.