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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
Q2 		$12.8M Buy
120,258
+1,396
+1% +$143K 0.05% 321
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 $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

&Partners's VONV Position: Q2 2026 in Review

&Partners increased its Vanguard Russell 1000 Value ETF (VONV) stake by 1.2% in Q2 2026, buying an estimated $143K and bringing the position to 120,258 shares worth $12.8M. The position accounts for 0.05% of the portfolio, ranked #321.

&Partners first reported a position in VONV in Q2 2024 and has held it in 9 quarters since. 625 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

  • &Partners held 120,258 shares of Vanguard Russell 1000 Value ETF worth $12.8M as of Q2 2026.
  • &Partners bought 1,396 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $143K.
  • Vanguard Russell 1000 Value ETF made up 0.05% of &Partners's portfolio in Q2 2026, its #321 holding.
  • &Partners first reported a position in Vanguard Russell 1000 Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 625 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.