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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
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

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

Olistico Wealth's VONV Position: Q2 2026 in Review

Olistico Wealth held its Vanguard Russell 1000 Value ETF (VONV) position steady in Q2 2026 at 211 shares worth $22.4K. The position accounts for 0.01% of the portfolio, ranked #209.

Olistico Wealth first reported a position in VONV in Q2 2024 and has held it in 8 quarters since. 622 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

  • Olistico Wealth held 211 shares of Vanguard Russell 1000 Value ETF worth $22.4K as of Q2 2026.
  • Olistico Wealth left its Vanguard Russell 1000 Value ETF share count unchanged in Q2 2026.
  • Vanguard Russell 1000 Value ETF made up 0.01% of Olistico Wealth's portfolio in Q2 2026, its #209 holding.
  • Olistico Wealth first reported a position in Vanguard Russell 1000 Value ETF in Q2 2024 and has held it in 8 quarters since.
  • 622 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.