Legacy Wealth Asset Management’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Legacy Wealth Asset 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	$290K	Hold	2,728	–	–	0.06%	327
2026 Q1	$256K	Hold	2,728	–	–	0.06%	328
2025 Q4	$252K	Hold	2,728	–	–	0.06%	332
2025 Q3	$244K	Hold	2,728	–	–	0.06%	332
2025 Q2	$232K	Hold	2,728	–	–	0.06%	333
2025 Q1	$225K	Hold	2,728	–	–	0.06%	326
2024 Q4	$222K	Hold	2,728	–	–	0.06%	335
2024 Q3	$227K	Hold	2,728	–	–	0.06%	330
2024 Q2	$209K	Hold	2,728	–	–	0.06%	325
2024 Q1	$215K	Buy	+2,728	New	+$203K	0.06%	330
2022 Q1	–	Sell	-2,728	Closed	-$201K	–	340
2021 Q4	$201K	Buy	+2,728	New	+$196K	0.07%	300

Other funds holding VONV

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Legacy Wealth Asset Management's VONV Position: Q2 2026 in Review

Legacy Wealth Asset Management held its Vanguard Russell 1000 Value ETF (VONV) position steady in Q2 2026 at 2,728 shares worth $290K. The position accounts for 0.06% of the portfolio, ranked #327.

Legacy Wealth Asset Management first reported a position in VONV in Q4 2021 and has held it in 11 quarters since. 621 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

Legacy Wealth Asset Management held 2,728 shares of Vanguard Russell 1000 Value ETF worth $290K as of Q2 2026.
Legacy Wealth Asset Management left its Vanguard Russell 1000 Value ETF share count unchanged in Q2 2026.
Vanguard Russell 1000 Value ETF made up 0.06% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #327 holding.
Legacy Wealth Asset Management first reported a position in Vanguard Russell 1000 Value ETF in Q4 2021 and has held it in 11 quarters since.
621 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.