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

HHM Wealth 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	$88.7K	Buy	834 +630	+309%	+$64.4K	0.01%	312
2026 Q1	$19.1K	Hold	204	–	–	﹤0.01%	519
2025 Q4	$18.8K	Hold	204	–	–	﹤0.01%	508
2025 Q3	$18.2K	Hold	204	–	–	﹤0.01%	531
2025 Q2	$17.4K	Hold	204	–	–	﹤0.01%	532
2025 Q1	$16.8K	Hold	204	–	–	﹤0.01%	519
2024 Q4	$16.6K	Hold	204	–	–	﹤0.01%	523
2024 Q3	$17K	Hold	204	–	–	﹤0.01%	493
2024 Q2	$15.6K	Hold	204	–	–	﹤0.01%	493
2024 Q1	$16K	Hold	204	–	–	﹤0.01%	452
2023 Q4	$14.8K	Hold	204	–	–	﹤0.01%	451
2023 Q3	$13.6K	Hold	204	–	–	﹤0.01%	458
2023 Q2	$14.1K	Hold	204	–	–	﹤0.01%	469
2023 Q1	$13.6K	Hold	204	–	–	﹤0.01%	469
2022 Q4	$13.6K	Hold	204	–	–	﹤0.01%	409
2022 Q3	$12K	Hold	204	–	–	﹤0.01%	416
2022 Q2	$13K	Hold	204	–	–	﹤0.01%	495
2022 Q1	$15K	Hold	204	–	–	﹤0.01%	489
2021 Q4	$15K	Hold	204	–	–	﹤0.01%	475
2021 Q3	$14K	Hold	204	–	–	﹤0.01%	457
2021 Q2	$14K	Hold	204	–	–	﹤0.01%	448
2021 Q1	$14K	Hold	204	–	–	﹤0.01%	422
2020 Q4	$12K	Hold	204	–	–	﹤0.01%	410
2020 Q3	$11K	Buy	+204	New	+$10.6K	﹤0.01%	383

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

HHM Wealth Advisors's VONV Position: Q2 2026 in Review

HHM Wealth Advisors increased its Vanguard Russell 1000 Value ETF (VONV) stake by 309% in Q2 2026, buying an estimated $64.4K and bringing the position to 834 shares worth $88.7K. The position accounts for 0.01% of the portfolio, ranked #312.

HHM Wealth Advisors first reported a position in VONV in Q3 2020 and has held it in 24 quarters since. 622 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

HHM Wealth Advisors held 834 shares of Vanguard Russell 1000 Value ETF worth $88.7K as of Q2 2026.
HHM Wealth Advisors bought 630 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $64.4K.
Vanguard Russell 1000 Value ETF made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #312 holding.
HHM Wealth Advisors first reported a position in Vanguard Russell 1000 Value ETF in Q3 2020 and has held it in 24 quarters since.
622 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.