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

Proficio Capital 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 		$463K Hold
4,940
– – 0.02% 173
2025
Q4 		$456K Buy
4,940
+695
+16% +$63K 0.03% 165
2025
Q3 		$379K Buy
+4,245
New +$371K 0.03% 151

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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

Proficio Capital Partners's VONV Position: Q1 2026 in Review

Proficio Capital Partners held its Vanguard Russell 1000 Value ETF (VONV) position steady in Q1 2026 at 4,940 shares worth $463K. The position accounts for 0.02% of the portfolio, ranked #173.

Proficio Capital Partners first reported a position in VONV in Q3 2025 and has held it in 3 quarters since. 571 funds tracked by Wall St. Rank hold VONV as of Q1 2026.

  • Proficio Capital Partners held 4,940 shares of Vanguard Russell 1000 Value ETF worth $463K as of Q1 2026.
  • Proficio Capital Partners left its Vanguard Russell 1000 Value ETF share count unchanged in Q1 2026.
  • Vanguard Russell 1000 Value ETF made up 0.02% of Proficio Capital Partners's portfolio in Q1 2026, its #173 holding.
  • Proficio Capital Partners first reported a position in Vanguard Russell 1000 Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 571 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.