KWA
VONV icon

Kingswood Wealth Advisors’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Kingswood Wealth 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
2026
Q2 		$1.82M Buy
17,074
+515
+3% +$52.6K 0.07% 279
2026
Q1 		$1.55M Buy
16,559
+1,419
+9% +$136K 0.07% 277
2025
Q4 		$1.4M Sell
15,140
-46
-0.3% -$4.17K 0.07% 286
2025
Q3 		$1.36M Buy
15,186
+729
+5% +$63.7K 0.08% 252
2025
Q2 		$1.23M Sell
14,457
-499
-3% -$40.6K 0.1% 226
2025
Q1 		$1.23M Buy
14,956
+165
+1% +$13.8K 0.11% 212
2024
Q4 		$1.2M Buy
14,791
+7,222
+95% +$608K 0.09% 233
2024
Q3 		$631K Sell
7,569
-5,042
-40% -$403K 0.05% 395
2024
Q2 		$966K Buy
12,611
+678
+6% +$52.1K 0.09% 242
2024
Q1 		$938K Buy
11,933
+626
+6% +$46.5K 0.11% 216
2023
Q4 		$820K Buy
11,307
+5,417
+92% +$367K 0.09% 235
2023
Q3 		$393K Buy
+5,890
New +$410K 0.07% 289

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

Kingswood Wealth Advisors's VONV Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Vanguard Russell 1000 Value ETF (VONV) stake by 3.1% in Q2 2026, buying an estimated $52.6K and bringing the position to 17,074 shares worth $1.82M. The position accounts for 0.07% of the portfolio, ranked #279.

Kingswood Wealth Advisors first reported a position in VONV in Q3 2023 and has held it in 12 quarters since. 622 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

  • Kingswood Wealth Advisors held 17,074 shares of Vanguard Russell 1000 Value ETF worth $1.82M as of Q2 2026.
  • Kingswood Wealth Advisors bought 515 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $52.6K.
  • Vanguard Russell 1000 Value ETF made up 0.07% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #279 holding.
  • Kingswood Wealth Advisors first reported a position in Vanguard Russell 1000 Value ETF in Q3 2023 and has held it in 12 quarters since.
  • 622 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.