PCS
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Personal CFO Solutions’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Personal CFO Solutions’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
2024
Q4 		– Sell
-10,973
Closed -$914K – 611
2024
Q3 		$914K Hold
10,973
– – 0.13% 159
2024
Q2 		$840K Hold
10,973
– – 0.13% 152
2024
Q1 		$863K Hold
10,973
– – 0.13% 145
2023
Q4 		$796K Buy
+10,973
New +$744K 0.14% 157

Other funds holding VONV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Personal CFO Solutions's VONV Position: Q4 2024 in Review

Personal CFO Solutions sold out of Vanguard Russell 1000 Value ETF (VONV) in Q4 2024, closing a stake of 10,973 shares — an estimated $914K sold.

Personal CFO Solutions first reported a position in VONV in Q4 2023 and held it in 4 quarters. The position peaked at $914K in Q3 2024. 442 funds tracked by Wall St. Rank hold VONV as of Q4 2024.

  • Personal CFO Solutions reported no remaining Vanguard Russell 1000 Value ETF position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 10,973 Vanguard Russell 1000 Value ETF shares in Q4 2024, an estimated $914K.
  • Personal CFO Solutions first reported a position in Vanguard Russell 1000 Value ETF in Q4 2023 and held it in 4 quarters.
  • Personal CFO Solutions's Vanguard Russell 1000 Value ETF position peaked at $914K in Q3 2024.
  • 442 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.