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Legacy Wealth Management (Idaho)’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-445
Closed -$41.7K – 946
2026
Q1 		$41.7K Hold
445
– – 0.02% 291
2025
Q4 		$41.1K Sell
445
-130
-23% -$11.8K 0.02% 245
2025
Q3 		$51.4K Hold
575
– – 0.02% 171
2025
Q2 		$49K Hold
575
– – 0.03% 160
2025
Q1 		$47.5K Hold
575
– – 0.03% 144
2024
Q4 		$48.8K Buy
+575
New +$48.4K 0.03% 124

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 22.96% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s VONV Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Vanguard Russell 1000 Value ETF (VONV) in Q2 2026, closing a stake of 445 shares — an estimated $41.7K sold.

Legacy Wealth Management (Idaho) first reported a position in VONV in Q4 2024 and held it in 6 quarters. The position peaked at $51.4K in Q3 2025. 622 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Vanguard Russell 1000 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 445 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $41.7K.
  • Legacy Wealth Management (Idaho) first reported a position in Vanguard Russell 1000 Value ETF in Q4 2024 and held it in 6 quarters.
  • Legacy Wealth Management (Idaho)'s Vanguard Russell 1000 Value ETF position peaked at $51.4K in Q3 2025.
  • 622 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.