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Mountain Capital Investment Advisors’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Mountain Capital 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
2025
Q1 		– Sell
-2,454
Closed -$206K – 69
2024
Q4 		$206K Hold
2,454
– – 0.04% 56
2024
Q3 		$210K Buy
+2,454
New +$196K 0.05% 53

Other funds holding VONV

Bank of America
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mountain Capital Investment Advisors's VONV Position: Q1 2025 in Review

Mountain Capital Investment Advisors sold out of Vanguard Russell 1000 Value ETF (VONV) in Q1 2025, closing a stake of 2,454 shares — an estimated $206K sold.

Mountain Capital Investment Advisors first reported a position in VONV in Q3 2024 and held it in 2 quarters. The position peaked at $210K in Q3 2024. 459 funds tracked by Wall St. Rank hold VONV as of Q1 2025.

  • Mountain Capital Investment Advisors reported no remaining Vanguard Russell 1000 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 2,454 Vanguard Russell 1000 Value ETF shares in Q1 2025, an estimated $206K.
  • Mountain Capital Investment Advisors first reported a position in Vanguard Russell 1000 Value ETF in Q3 2024 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Vanguard Russell 1000 Value ETF position peaked at $210K in Q3 2024.
  • 459 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q1 2025.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.