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Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 		$260K Hold
2,450
– – ﹤0.01% 298
2026
Q1 		$239K Hold
2,450
– – ﹤0.01% 301
2025
Q4 		$236K Hold
2,450
– – ﹤0.01% 301
2025
Q3 		$220K Sell
2,450
-111
-4% -$9.7K ﹤0.01% 307
2025
Q2 		$218K Hold
2,561
– – ﹤0.01% 266
2025
Q1 		$201K Sell
2,561
-634
-20% -$53K ﹤0.01% 268
2024
Q4 		$273K Sell
3,195
-350
-10% -$29.5K ﹤0.01% 250
2024
Q3 		$297K Hold
3,545
– – ﹤0.01% 241
2024
Q2 		$284K Sell
3,545
-261
-7% -$20.1K ﹤0.01% 239
2024
Q1 		$288K Sell
3,806
-545
-13% -$40.5K ﹤0.01% 241
2023
Q4 		$316K Sell
4,351
-1,469
-25% -$99.6K ﹤0.01% 235
2023
Q3 		$383K Sell
5,820
-1,995
-26% -$139K ﹤0.01% 221
2023
Q2 		$541K Hold
7,815
– – 0.01% 199
2023
Q1 		$522K Hold
7,815
– – 0.01% 196
2022
Q4 		$520K Hold
7,815
– – 0.01% 194
2022
Q3 		$466K Buy
7,815
+1,481
+23% +$97.6K 0.01% 204
2022
Q2 		$403K Hold
6,334
– – 0.01% 225
2022
Q1 		$461K Buy
+6,334
New +$456K ﹤0.01% 220

Other funds holding VONV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
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
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's VONV Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Vanguard Russell 1000 Value ETF (VONV) position steady in Q2 2026 at 2,450 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VONV in Q1 2022 and has held it in 18 quarters since. The position peaked at $541K in Q2 2023. 421 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 2,450 shares of Vanguard Russell 1000 Value ETF worth $260K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors left its Vanguard Russell 1000 Value ETF share count unchanged in Q2 2026.
  • Vanguard Russell 1000 Value ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #298 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Vanguard Russell 1000 Value ETF in Q1 2022 and has held it in 18 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Vanguard Russell 1000 Value ETF position peaked at $541K in Q2 2023.
  • 421 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.