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JNBA Financial Advisors’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

JNBA Financial 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
2025
Q2 		– Sell
-175
Closed -$14.4K – 691
2025
Q1 		$14.4K Buy
+175
New +$14.6K ﹤0.01% 419
2021
Q4 		– Sell
-54
Closed -$4K – 888
2021
Q3 		$4K Hold
54
– – ﹤0.01% 622
2021
Q2 		$4K Buy
+54
New +$3.75K ﹤0.01% 576
2021
Q1 		– Sell
-370
Closed -$22K – 676
2020
Q4 		$22K Hold
370
– – ﹤0.01% 357
2020
Q3 		$19K Hold
370
– – ﹤0.01% 350
2020
Q2 		$18K Buy
+370
New +$17.9K ﹤0.01% 344

Other funds holding VONV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JNBA Financial Advisors's VONV Position: Q2 2025 in Review

JNBA Financial Advisors sold out of Vanguard Russell 1000 Value ETF (VONV) in Q2 2025, closing a stake of 175 shares — an estimated $14.4K sold.

JNBA Financial Advisors first reported a position in VONV in Q2 2020 and held it in 6 quarters. The position peaked at $22K in Q4 2020. 479 funds tracked by Wall St. Rank hold VONV as of Q2 2025.

  • JNBA Financial Advisors reported no remaining Vanguard Russell 1000 Value ETF position as of Q2 2025 after selling out during the quarter.
  • JNBA Financial Advisors sold 175 Vanguard Russell 1000 Value ETF shares in Q2 2025, an estimated $14.4K.
  • JNBA Financial Advisors first reported a position in Vanguard Russell 1000 Value ETF in Q2 2020 and held it in 6 quarters.
  • JNBA Financial Advisors's Vanguard Russell 1000 Value ETF position peaked at $22K in Q4 2020.
  • 479 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2025.

Based on JNBA Financial Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.