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Legacy Investment Solutions’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Legacy Investment Solutions’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
Q2 		$49K Buy
+575
New +$46.8K 0.03% 160
2024
Q4 		$48.8K Buy
+575
New +$48.4K 0.03% 124

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Legacy Investment Solutions's VONV Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Vanguard Russell 1000 Value ETF (VONV) in Q2 2025: 575 shares worth $49K. The stake represents 0.03% of the portfolio and ranks #160 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in VONV as recently as Q4 2024.

Legacy Investment Solutions first reported a position in VONV in Q4 2024 and has held it in 2 quarters since. 478 funds tracked by Wall St. Rank hold VONV as of Q2 2025.

  • Legacy Investment Solutions held 575 shares of Vanguard Russell 1000 Value ETF worth $49K as of Q2 2025.
  • Vanguard Russell 1000 Value ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Vanguard Russell 1000 Value ETF made up 0.03% of Legacy Investment Solutions's portfolio in Q2 2025, its #160 holding.
  • Legacy Investment Solutions first reported a position in Vanguard Russell 1000 Value ETF in Q4 2024 and has held it in 2 quarters since.
  • 478 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.