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

FSM Wealth Advisors Cleveland, Ohio $932M AUM 22.84% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $490M AUM 19.33% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Aurelius Family Office Bedford, New Hampshire $254M AUM 15.09% 1-Year Est. Return