MASECO Private Wealth’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

MASECO Private Wealth’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	$80.8K	Buy	760 +3	+0.4%	+$307	﹤0.01%	145
2026 Q1	$71K	Buy	757 +3	+0.4%	+$288	﹤0.01%	133
2025 Q4	$69.6K	Buy	754 +4	+0.5%	+$363	﹤0.01%	145
2025 Q3	$67K	Buy	750 +3	+0.4%	+$262	﹤0.01%	74
2025 Q2	$63.6K	Buy	+747	New	+$60.7K	﹤0.01%	153

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 22.9% 1-Year Est. Return

MASECO Private Wealth's VONV Position: Q2 2026 in Review

MASECO Private Wealth increased its Vanguard Russell 1000 Value ETF (VONV) stake by 0.4% in Q2 2026, buying an estimated $307 and bringing the position to 760 shares worth $80.8K. The position accounts for ﹤0.01% of the portfolio, ranked #145.

MASECO Private Wealth first reported a position in VONV in Q2 2025 and has held it in 5 quarters since. 627 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

MASECO Private Wealth held 760 shares of Vanguard Russell 1000 Value ETF worth $80.8K as of Q2 2026.
MASECO Private Wealth bought 3 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $307.
Vanguard Russell 1000 Value ETF made up ﹤0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #145 holding.
MASECO Private Wealth first reported a position in Vanguard Russell 1000 Value ETF in Q2 2025 and has held it in 5 quarters since.
627 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.