Realta Investment Advisors’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Realta Investment Advisors’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	$182K	Buy	+1,710	New	+$175K	0.06%	217
2020 Q1	–	Sell	-186	Closed	-$11K	–	1358
2019 Q4	$11K	Hold	186	–	–	﹤0.01%	1114
2019 Q3	$10K	Hold	186	–	–	﹤0.01%	1114
2019 Q2	$10K	Buy	+186	New	+$10.2K	﹤0.01%	1151

Other funds holding VONV

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Realta Investment Advisors's VONV Position: Q2 2026 in Review

Realta Investment Advisors opened a new position in Vanguard Russell 1000 Value ETF (VONV) in Q2 2026: 1,710 shares worth $182K. The stake represents 0.06% of the portfolio and ranks #217 among its holdings. This is a return to the name: Realta Investment Advisors previously reported a position in VONV as recently as Q4 2019.

Realta Investment Advisors first reported a position in VONV in Q2 2019 and has held it in 4 quarters since. 103 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

Realta Investment Advisors held 1,710 shares of Vanguard Russell 1000 Value ETF worth $182K as of Q2 2026.
Vanguard Russell 1000 Value ETF was a new Realta Investment Advisors position in Q2 2026.
Vanguard Russell 1000 Value ETF made up 0.06% of Realta Investment Advisors's portfolio in Q2 2026, its #217 holding.
Realta Investment Advisors first reported a position in Vanguard Russell 1000 Value ETF in Q2 2019 and has held it in 4 quarters since.
103 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.