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Independent Advisor Alliance’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Independent Advisor Alliance’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 		$315K Sell
2,962
-14,925
-83% -$1.53M 0.01% 823
2026
Q1 		$1.68M Buy
+17,887
New +$1.72M 0.02% 615
2025
Q1 		– Sell
-6,529
Closed -$530K – 1355
2024
Q4 		$530K Buy
+6,529
New +$550K 0.01% 949
2020
Q1 		– Sell
-4,502
Closed -$270K – 856
2019
Q4 		$270K Buy
+4,502
New +$260K 0.01% 715

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

Independent Advisor Alliance's VONV Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Vanguard Russell 1000 Value ETF (VONV) stake by 83% in Q2 2026, selling an estimated $1.53M and leaving 2,962 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #823.

Independent Advisor Alliance first reported a position in VONV in Q4 2019 and has held it in 4 quarters since. The position peaked at $1.68M in Q1 2026. 622 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

  • Independent Advisor Alliance held 2,962 shares of Vanguard Russell 1000 Value ETF worth $315K as of Q2 2026.
  • Independent Advisor Alliance sold 14,925 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $1.53M.
  • Vanguard Russell 1000 Value ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #823 holding.
  • Independent Advisor Alliance first reported a position in Vanguard Russell 1000 Value ETF in Q4 2019 and has held it in 4 quarters since.
  • Independent Advisor Alliance's Vanguard Russell 1000 Value ETF position peaked at $1.68M in Q1 2026.
  • 622 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.