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Moran Wealth Management’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Moran Wealth Management’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 		$5.99M Sell
56,355
-16,377
-23% -$1.67M 0.16% 189
2026
Q1 		$6.82M Buy
+72,732
New +$6.99M 0.21% 159
2023
Q1 		– Sell
-240,160
Closed -$16M – 376
2022
Q4 		$16M Buy
+240,160
New +$15.8M 0.61% 47

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

Moran Wealth Management's VONV Position: Q2 2026 in Review

Moran Wealth Management reduced its Vanguard Russell 1000 Value ETF (VONV) stake by 23% in Q2 2026, selling an estimated $1.67M and leaving 56,355 shares worth $5.99M. The position accounts for 0.16% of the portfolio, ranked #189.

Moran Wealth Management first reported a position in VONV in Q4 2022 and has held it in 3 quarters since. The position peaked at $16M in Q4 2022. 622 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

  • Moran Wealth Management held 56,355 shares of Vanguard Russell 1000 Value ETF worth $5.99M as of Q2 2026.
  • Moran Wealth Management sold 16,377 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $1.67M.
  • Vanguard Russell 1000 Value ETF made up 0.16% of Moran Wealth Management's portfolio in Q2 2026, its #189 holding.
  • Moran Wealth Management first reported a position in Vanguard Russell 1000 Value ETF in Q4 2022 and has held it in 3 quarters since.
  • Moran Wealth Management's Vanguard Russell 1000 Value ETF position peaked at $16M in Q4 2022.
  • 622 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

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