Lee-Kelleher Wealth Management’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Lee-Kelleher Wealth Management’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	$2.4M	Sell	22,606 -1,237	-5%	-$126K	1.26%	17
2026 Q1	$2.24M	Hold	23,843	–	–	1.33%	16
2025 Q4	$2.2M	Hold	23,843	–	–	1.31%	17
2025 Q3	$2.13M	Hold	23,843	–	–	1.31%	17
2025 Q2	$2.03M	Sell	23,843 -5	-0%	-$407	1.35%	17
2025 Q1	$1.97M	Hold	23,848	–	–	1.45%	17
2024 Q4	$1.94M	Buy	+23,848	New	+$2.01M	1.38%	17

Other funds holding VONV

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

WDG

Wealth Dimensions Group Cincinnati, Ohio $558M AUM 20.63% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Lee-Kelleher Wealth Management's VONV Position: Q2 2026 in Review

Lee-Kelleher Wealth Management reduced its Vanguard Russell 1000 Value ETF (VONV) stake by 5.2% in Q2 2026, selling an estimated $126K and leaving 22,606 shares worth $2.4M. The position accounts for 1.26% of the portfolio, ranked #17.

Lee-Kelleher Wealth Management first reported a position in VONV in Q4 2024 and has held it in 7 quarters since. 133 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

Lee-Kelleher Wealth Management held 22,606 shares of Vanguard Russell 1000 Value ETF worth $2.4M as of Q2 2026.
Lee-Kelleher Wealth Management sold 1,237 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $126K.
Vanguard Russell 1000 Value ETF made up 1.26% of Lee-Kelleher Wealth Management's portfolio in Q2 2026, its #17 holding.
Lee-Kelleher Wealth Management first reported a position in Vanguard Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
133 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.