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

Olistico Wealth’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 Q3	$15.7K	Sell	144 -67	-32%	-$7.43K	0.01%	234
2026 Q2	$22.4K	Hold	211	–	–	0.01%	209
2026 Q1	$19.8K	Hold	211	–	–	0.01%	218
2025 Q4	$19.5K	Buy	+211	New	+$19.1K	0.01%	217
2025 Q3	–	Sell	-211	Closed	-$18K	–	333
2025 Q2	$18K	Buy	211 +67	+47%	+$5.45K	0.01%	233
2025 Q1	$11.9K	Hold	144	–	–	0.01%	242
2024 Q4	$11.7K	Hold	144	–	–	0.01%	238
2024 Q3	$12K	Hold	144	–	–	0.01%	237
2024 Q2	$11K	Buy	+144	New	+$11.1K	0.01%	242

Other funds holding VONV

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

LKWM

Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return

Ridgewood Investments Springfield, New Jersey $271M AUM

SCI

Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

AWA

Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

DTC

Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return

Olistico Wealth's VONV Position: Q3 2026 in Review

Olistico Wealth reduced its Vanguard Russell 1000 Value ETF (VONV) stake by 32% in Q3 2026, selling an estimated $7.43K and leaving 144 shares worth $15.7K. The position accounts for 0.01% of the portfolio, ranked #234.

Olistico Wealth first reported a position in VONV in Q2 2024 and has held it in 9 quarters since. The position peaked at $22.4K in Q2 2026. 30 funds tracked by Wall St. Rank hold VONV as of Q3 2026.

Olistico Wealth held 144 shares of Vanguard Russell 1000 Value ETF worth $15.7K as of Q3 2026.
Olistico Wealth sold 67 Vanguard Russell 1000 Value ETF shares in Q3 2026, an estimated $7.43K.
Vanguard Russell 1000 Value ETF made up 0.01% of Olistico Wealth's portfolio in Q3 2026, its #234 holding.
Olistico Wealth first reported a position in Vanguard Russell 1000 Value ETF in Q2 2024 and has held it in 9 quarters since.
Olistico Wealth's Vanguard Russell 1000 Value ETF position peaked at $22.4K in Q2 2026.
30 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.