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Merit Financial Group’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Merit Financial Group’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 		$950K Sell
8,939
-1,481
-14% -$151K 0.01% 1107
2026
Q1 		$977K Buy
10,420
+7,524
+260% +$723K 0.01% 990
2025
Q4 		$267K Buy
+2,896
New +$263K ﹤0.01% 1632

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

Merit Financial Group's VONV Position: Q2 2026 in Review

Merit Financial Group reduced its Vanguard Russell 1000 Value ETF (VONV) stake by 14% in Q2 2026, selling an estimated $151K and leaving 8,939 shares worth $950K. The position accounts for 0.01% of the portfolio, ranked #1107.

Merit Financial Group first reported a position in VONV in Q4 2025 and has held it in 3 quarters since. The position peaked at $977K in Q1 2026. 622 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

  • Merit Financial Group held 8,939 shares of Vanguard Russell 1000 Value ETF worth $950K as of Q2 2026.
  • Merit Financial Group sold 1,481 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $151K.
  • Vanguard Russell 1000 Value ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1107 holding.
  • Merit Financial Group first reported a position in Vanguard Russell 1000 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Merit Financial Group's Vanguard Russell 1000 Value ETF position peaked at $977K in Q1 2026.
  • 622 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.