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Legacy Edge Advisors’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Legacy Edge 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 		$1.86M Sell
17,452
-359
-2% -$36.7K 0.17% 74
2026
Q1 		$1.67M Sell
17,811
-30
-0.2% -$2.88K 0.18% 72
2025
Q4 		$1.65M Buy
17,841
+557
+3% +$50.5K 0.18% 68
2025
Q3 		$1.54M Sell
17,284
-435
-2% -$38K 0.18% 65
2025
Q2 		$1.51M Buy
17,719
+4,416
+33% +$359K 0.2% 61
2025
Q1 		$1.1M Hold
13,303
– – 0.17% 68
2024
Q4 		$1.08M Hold
13,303
– – 0.17% 65
2024
Q3 		$1.11M Buy
13,303
+1,442
+12% +$115K 0.18% 68
2024
Q2 		$908K Buy
11,861
+1,527
+15% +$117K 0.17% 71
2024
Q1 		$813K Hold
10,334
– – 0.17% 75
2023
Q4 		$750K Buy
+10,334
New +$700K 0.17% 81

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 22.9% 1-Year Est. Return

Legacy Edge Advisors's VONV Position: Q2 2026 in Review

Legacy Edge Advisors reduced its Vanguard Russell 1000 Value ETF (VONV) stake by 2% in Q2 2026, selling an estimated $36.7K and leaving 17,452 shares worth $1.86M. The position accounts for 0.17% of the portfolio, ranked #74.

Legacy Edge Advisors first reported a position in VONV in Q4 2023 and has held it in 11 quarters since. 627 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

  • Legacy Edge Advisors held 17,452 shares of Vanguard Russell 1000 Value ETF worth $1.86M as of Q2 2026.
  • Legacy Edge Advisors sold 359 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $36.7K.
  • Vanguard Russell 1000 Value ETF made up 0.17% of Legacy Edge Advisors's portfolio in Q2 2026, its #74 holding.
  • Legacy Edge Advisors first reported a position in Vanguard Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 627 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.