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

LBJ Family 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 		$3.16M Sell
29,639
-17
-0.1% -$1.74K 1.61% 10
2026
Q1 		$2.72M Buy
29,656
+1,334
+5% +$128K 1.6% 11
2025
Q4 		$2.61M Buy
28,322
+1,343
+5% +$122K 1.44% 12
2025
Q3 		$2.41M Buy
26,979
+492
+2% +$43K 1.31% 12
2025
Q2 		$2.26M Buy
26,487
+1,750
+7% +$142K 1.31% 12
2025
Q1 		$2.04M Buy
24,737
+328
+1% +$27.4K 1.3% 12
2024
Q4 		$1.98M Buy
24,409
+1,065
+5% +$89.7K 1.18% 12
2024
Q3 		$1.95M Buy
23,344
+498
+2% +$39.8K 1.15% 12
2024
Q2 		$1.75M Buy
22,846
+483
+2% +$37.1K 1.1% 12
2024
Q1 		$1.76M Buy
22,363
+902
+4% +$67K 1.12% 11
2023
Q4 		$1.56M Sell
21,461
-24
-0.1% -$1.63K 1.08% 11
2023
Q3 		$1.43M Buy
21,485
+1,954
+10% +$136K 1.07% 11
2023
Q2 		$1.35M Buy
19,531
+8,851
+83% +$594K 0.94% 12
2023
Q1 		$714K Buy
+10,680
New +$724K 0.5% 19

Other funds holding VONV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
HAFS
Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $321M AUM 18.23% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BWP
Bernardo Wealth Planning Harleysville, Pennsylvania $585M AUM 17.72% 1-Year Est. Return
WDG
Wealth Dimensions Group Cincinnati, Ohio $558M AUM 20.63% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return

LBJ Family Wealth Advisors's VONV Position: Q2 2026 in Review

LBJ Family Wealth Advisors reduced its Vanguard Russell 1000 Value ETF (VONV) stake by 0.06% in Q2 2026, selling an estimated $1.74K and leaving 29,639 shares worth $3.16M. The position accounts for 1.61% of the portfolio, ranked #10.

LBJ Family Wealth Advisors first reported a position in VONV in Q1 2023 and has held it in 14 quarters since. 269 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

  • LBJ Family Wealth Advisors held 29,639 shares of Vanguard Russell 1000 Value ETF worth $3.16M as of Q2 2026.
  • LBJ Family Wealth Advisors sold 17 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $1.74K.
  • Vanguard Russell 1000 Value ETF made up 1.61% of LBJ Family Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • LBJ Family Wealth Advisors first reported a position in Vanguard Russell 1000 Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 269 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on LBJ Family Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.