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VONV icon

&Partners’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

&Partners’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 		$11.1M Buy
118,862
+29,924
+34% +$2.88M 0.06% 297
2025
Q4 		$8.2M Buy
88,938
+1,425
+2% +$129K 0.04% 357
2025
Q3 		$7.82M Buy
87,513
+77,995
+819% +$6.81M 0.05% 322
2025
Q2 		$807K Sell
9,518
-79
-0.8% -$6.42K 0.01% 1093
2025
Q1 		$785K Sell
9,597
-6,605
-41% -$552K 0.01% 917
2024
Q4 		$1.33M Buy
16,202
+321
+2% +$27K 0.02% 650
2024
Q3 		$1.32M Buy
15,881
+9,732
+158% +$778K 0.03% 465
2024
Q2 		$471K Buy
+6,149
New +$472K 0.02% 565

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 $374B AUM 17.66% 1-Year Est. Return

&Partners's VONV Position: Q1 2026 in Review

&Partners increased its Vanguard Russell 1000 Value ETF (VONV) stake by 34% in Q1 2026, buying an estimated $2.88M and bringing the position to 118,862 shares worth $11.1M. The position accounts for 0.06% of the portfolio, ranked #297.

&Partners first reported a position in VONV in Q2 2024 and has held it in 8 quarters since. 571 funds tracked by Wall St. Rank hold VONV as of Q1 2026.

  • &Partners held 118,862 shares of Vanguard Russell 1000 Value ETF worth $11.1M as of Q1 2026.
  • &Partners bought 29,924 Vanguard Russell 1000 Value ETF shares in Q1 2026, an estimated $2.88M.
  • Vanguard Russell 1000 Value ETF made up 0.06% of &Partners's portfolio in Q1 2026, its #297 holding.
  • &Partners first reported a position in Vanguard Russell 1000 Value ETF in Q2 2024 and has held it in 8 quarters since.
  • 571 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.