MYIA
VONV icon

Mount Yale Investment Advisors’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Mount Yale 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 		$3.77M Buy
+40,181
New +$3.86M 0.09% 234
2025
Q4 		– Sell
-11,167
Closed -$998K – 802
2025
Q3 		$998K Buy
+11,167
New +$975K 0.07% 286

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 $424B AUM 22.96% 1-Year Est. Return

Mount Yale Investment Advisors's VONV Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Vanguard Russell 1000 Value ETF (VONV) in Q1 2026: 40,181 shares worth $3.77M. The stake represents 0.09% of the portfolio and ranks #234 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in VONV as recently as Q3 2025.

Mount Yale Investment Advisors first reported a position in VONV in Q3 2025 and has held it in 2 quarters since. 571 funds tracked by Wall St. Rank hold VONV as of Q1 2026.

  • Mount Yale Investment Advisors held 40,181 shares of Vanguard Russell 1000 Value ETF worth $3.77M as of Q1 2026.
  • Vanguard Russell 1000 Value ETF was a new Mount Yale Investment Advisors position in Q1 2026.
  • Vanguard Russell 1000 Value ETF made up 0.09% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #234 holding.
  • Mount Yale Investment Advisors first reported a position in Vanguard Russell 1000 Value ETF in Q3 2025 and has held it in 2 quarters since.
  • 571 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.