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Kera Capital Partners’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Kera Capital 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 		$8.89M Buy
83,664
+7,611
+10% +$778K 0.85% 30
2026
Q1 		$7.13M Buy
76,053
+1,649
+2% +$159K 0.88% 30
2025
Q4 		$7.18M Buy
74,404
+5,823
+8% +$528K 0.89% 30
2025
Q3 		$6.13M Sell
68,581
-39,338
-36% -$3.44M 0.92% 28
2025
Q2 		$9.2M Buy
107,919
+36,556
+51% +$2.97M 1.81% 8
2025
Q1 		$5.89M Buy
+71,363
New +$5.97M 1.75% 14

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

Kera Capital Partners's VONV Position: Q2 2026 in Review

Kera Capital Partners increased its Vanguard Russell 1000 Value ETF (VONV) stake by 10% in Q2 2026, buying an estimated $778K and bringing the position to 83,664 shares worth $8.89M. The position accounts for 0.85% of the portfolio, ranked #30.

Kera Capital Partners first reported a position in VONV in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.2M in Q2 2025. 622 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

  • Kera Capital Partners held 83,664 shares of Vanguard Russell 1000 Value ETF worth $8.89M as of Q2 2026.
  • Kera Capital Partners bought 7,611 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $778K.
  • Vanguard Russell 1000 Value ETF made up 0.85% of Kera Capital Partners's portfolio in Q2 2026, its #30 holding.
  • Kera Capital Partners first reported a position in Vanguard Russell 1000 Value ETF in Q1 2025 and has held it in 6 quarters since.
  • Kera Capital Partners's Vanguard Russell 1000 Value ETF position peaked at $9.2M in Q2 2025.
  • 622 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on Kera Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.