Kovitz Investment Group Partners
VONV icon

Kovitz Investment Group Partners’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Kovitz Investment Group 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
2025
Q4 		– Sell
-10,579
Closed -$945K – 1303
2025
Q3 		$945K Hold
10,579
– – ﹤0.01% 858
2025
Q2 		$901K Buy
10,579
+510
+5% +$41.5K ﹤0.01% 824
2025
Q1 		$831K Sell
10,069
-163
-2% -$13.6K ﹤0.01% 786
2024
Q4 		$831K Sell
10,232
-234
-2% -$19.7K ﹤0.01% 758
2024
Q3 		$872K Sell
10,466
-1
-0% -$80 0.01% 654
2024
Q2 		$801K Sell
10,467
-1
-0% -$77 0.01% 584
2024
Q1 		$823K Buy
+10,468
New +$777K 0.01% 437

Other funds holding VONV

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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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Kovitz Investment Group Partners's VONV Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Vanguard Russell 1000 Value ETF (VONV) in Q4 2025, closing a stake of 10,579 shares — an estimated $945K sold.

Kovitz Investment Group Partners first reported a position in VONV in Q1 2024 and held it in 7 quarters. The position peaked at $945K in Q3 2025. 537 funds tracked by Wall St. Rank hold VONV as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Vanguard Russell 1000 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 10,579 Vanguard Russell 1000 Value ETF shares in Q4 2025, an estimated $945K.
  • Kovitz Investment Group Partners first reported a position in Vanguard Russell 1000 Value ETF in Q1 2024 and held it in 7 quarters.
  • Kovitz Investment Group Partners's Vanguard Russell 1000 Value ETF position peaked at $945K in Q3 2025.
  • 537 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.