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

Institute for 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	$2.28M	Sell	21,451 -123	-0.6%	-$12.6K	0.2%	99
2026 Q1	$2.02M	Hold	21,574	–	–	0.22%	104
2025 Q4	$1.99M	Hold	21,574	–	–	0.21%	102
2025 Q3	$1.93M	Sell	21,574 -22	-0.1%	-$1.92K	0.2%	109
2025 Q2	$1.84M	Hold	21,596	–	–	0.21%	108
2025 Q1	$1.78M	Buy	21,596 +12,952	+150%	+$1.08M	0.23%	102
2024 Q4	$702K	Sell	8,644 -78	-0.9%	-$6.57K	0.09%	231
2024 Q3	$727K	Buy	8,722 +2,832	+48%	+$226K	0.09%	230
2024 Q2	$451K	Hold	5,890	–	–	0.06%	302
2024 Q1	$463K	Sell	5,890 -620	-10%	-$46K	0.06%	307
2023 Q4	$472K	Buy	6,510 +3,304	+103%	+$224K	0.08%	284
2023 Q3	$214K	Buy	3,206 +145	+5%	+$10.1K	0.04%	422
2023 Q2	$212K	Buy	+3,061	New	+$206K	0.04%	427

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

Institute for Wealth Management's VONV Position: Q2 2026 in Review

Institute for Wealth Management reduced its Vanguard Russell 1000 Value ETF (VONV) stake by 0.57% in Q2 2026, selling an estimated $12.6K and leaving 21,451 shares worth $2.28M. The position accounts for 0.2% of the portfolio, ranked #99.

Institute for Wealth Management first reported a position in VONV in Q2 2023 and has held it in 13 quarters since. 622 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

Institute for Wealth Management held 21,451 shares of Vanguard Russell 1000 Value ETF worth $2.28M as of Q2 2026.
Institute for Wealth Management sold 123 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $12.6K.
Vanguard Russell 1000 Value ETF made up 0.2% of Institute for Wealth Management's portfolio in Q2 2026, its #99 holding.
Institute for Wealth Management first reported a position in Vanguard Russell 1000 Value ETF in Q2 2023 and has held it in 13 quarters since.
622 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.