Level Financial Advisors’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Level Financial 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	$230K	Hold	2,162	–	–	0.05%	93
2026 Q1	$203K	Buy	+2,162	New	+$208K	0.05%	91
2023 Q1	–	Sell	-771	Closed	-$51K	–	296
2022 Q4	$51K	Sell	771 -2,223	-74%	-$146K	0.03%	96
2022 Q3	$179K	Buy	2,994 +599	+25%	+$39.5K	0.13%	53
2022 Q2	$152K	Buy	2,395 +2,224	+1,301%	+$153K	0.11%	57
2022 Q1	$12K	Hold	171	–	–	0.01%	150
2021 Q4	$13K	Buy	+171	New	+$12.3K	0.01%	163

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