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Moneta Group Investment Advisors’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Moneta Group Investment 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
Q1 		$2.98M Sell
31,805
-8,211
-21% -$789K 0.02% 221
2025
Q4 		$3.69M Buy
40,016
+354
+0.9% +$32.1K 0.03% 197
2025
Q3 		$3.54M Buy
39,662
+78
+0.2% +$6.81K 0.03% 195
2025
Q2 		$3.37M Buy
39,584
+23,722
+150% +$1.93M 0.04% 168
2025
Q1 		$1.31M Buy
15,862
+30
+0.2% +$2.51K 0.02% 256
2024
Q4 		$1.29M Buy
15,832
+33
+0.2% +$2.78K 0.02% 256
2024
Q3 		$1.32M Buy
15,799
+12
+0.1% +$959 0.02% 250
2024
Q2 		$1.21M Hold
15,787
– – 0.02% 246
2024
Q1 		$1.24M Buy
15,787
+9,247
+141% +$687K 0.02% 237
2023
Q4 		$474K Sell
6,540
-141
-2% -$9.56K 0.01% 350
2023
Q3 		$445K Buy
6,681
+328
+5% +$22.8K 0.01% 340
2023
Q2 		$440K Hold
6,353
– – 0.01% 343
2023
Q1 		$424K Sell
6,353
-1,464
-19% -$99.2K 0.01% 346
2022
Q4 		$547K Buy
7,817
+1,518
+24% +$99.7K 0.02% 282
2022
Q3 		$376K Sell
6,299
-22,969
-78% -$1.51M 0.01% 309
2022
Q2 		$1.86M Buy
+29,268
New +$2.01M 0.06% 150

Other funds holding VONV

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Moneta Group Investment Advisors's VONV Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Vanguard Russell 1000 Value ETF (VONV) stake by 21% in Q1 2026, selling an estimated $789K and leaving 31,805 shares worth $2.98M. The position accounts for 0.02% of the portfolio, ranked #221.

Moneta Group Investment Advisors first reported a position in VONV in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.69M in Q4 2025. 571 funds tracked by Wall St. Rank hold VONV as of Q1 2026.

  • Moneta Group Investment Advisors held 31,805 shares of Vanguard Russell 1000 Value ETF worth $2.98M as of Q1 2026.
  • Moneta Group Investment Advisors sold 8,211 Vanguard Russell 1000 Value ETF shares in Q1 2026, an estimated $789K.
  • Vanguard Russell 1000 Value ETF made up 0.02% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #221 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard Russell 1000 Value ETF in Q2 2022 and has held it in 16 quarters since.
  • Moneta Group Investment Advisors's Vanguard Russell 1000 Value ETF position peaked at $3.69M in Q4 2025.
  • 571 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.