JWM
VONV icon

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

Jeppson 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
2020
Q4 		– Sell
-6
Closed – – 449
2020
Q3 		$0 Buy
+6
New +$312 ﹤0.01% 510

Other funds holding VONV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return

Jeppson Wealth Management's VONV Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Vanguard Russell 1000 Value ETF (VONV) in Q4 2020, closing a stake of 6 shares.

Jeppson Wealth Management first reported a position in VONV in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 172 funds tracked by Wall St. Rank hold VONV as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Vanguard Russell 1000 Value ETF position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 6 Vanguard Russell 1000 Value ETF shares in Q4 2020.
  • Jeppson Wealth Management first reported a position in Vanguard Russell 1000 Value ETF in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Vanguard Russell 1000 Value ETF position peaked at $0 in Q3 2020.
  • 172 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.