IRP
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Investment Research Partners’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Investment Research Partners’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 		$326K Hold
3,070
– – 0.11% 201
2026
Q1 		$288K Hold
3,070
– – 0.12% 191
2025
Q4 		$283K Hold
3,070
– – 0.12% 182
2025
Q3 		$276K Buy
+3,070
New +$268K 0.12% 180

Other funds holding VONV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 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
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Investment Research Partners's VONV Position: Q2 2026 in Review

Investment Research Partners held its Vanguard Russell 1000 Value ETF (VONV) position steady in Q2 2026 at 3,070 shares worth $326K. The position accounts for 0.11% of the portfolio, ranked #201.

Investment Research Partners first reported a position in VONV in Q3 2025 and has held it in 4 quarters since. 491 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

  • Investment Research Partners held 3,070 shares of Vanguard Russell 1000 Value ETF worth $326K as of Q2 2026.
  • Investment Research Partners left its Vanguard Russell 1000 Value ETF share count unchanged in Q2 2026.
  • Vanguard Russell 1000 Value ETF made up 0.11% of Investment Research Partners's portfolio in Q2 2026, its #201 holding.
  • Investment Research Partners first reported a position in Vanguard Russell 1000 Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 491 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.