Hegarty Advisors
VONV icon

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

Hegarty 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
Q3 		$6.08M Buy
55,923
+4,964
+10% +$551K 3.76% 6
2026
Q2 		$5.42M Buy
50,959
+1,331
+3% +$136K 3.73% 7
2026
Q1 		$4.65M Buy
49,628
+842
+2% +$80.9K 3.67% 7
2025
Q4 		$4.5M Buy
+48,786
New +$4.42M 3.91% 7

Other funds holding VONV

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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Hegarty Advisors's VONV Position: Q3 2026 in Review

Hegarty Advisors increased its Vanguard Russell 1000 Value ETF (VONV) stake by 9.7% in Q3 2026, buying an estimated $551K and bringing the position to 55,923 shares worth $6.08M. The position accounts for 3.76% of the portfolio, ranked #6.

Hegarty Advisors first reported a position in VONV in Q4 2025 and has held it in 4 quarters since. 437 funds tracked by Wall St. Rank hold VONV as of Q3 2026.

  • Hegarty Advisors held 55,923 shares of Vanguard Russell 1000 Value ETF worth $6.08M as of Q3 2026.
  • Hegarty Advisors bought 4,964 Vanguard Russell 1000 Value ETF shares in Q3 2026, an estimated $551K.
  • Vanguard Russell 1000 Value ETF made up 3.76% of Hegarty Advisors's portfolio in Q3 2026, its #6 holding.
  • Hegarty Advisors first reported a position in Vanguard Russell 1000 Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 437 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q3 2026.

Based on Hegarty Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.