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 Q3	$186K	Hold	1,710	–	–	0.05%	213
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 $2.04B AUM 32.69% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

WFA

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

VWM

Verus Wealth Management De Pere, Wisconsin $159M AUM 11.71% 1-Year Est. Return

Realta Investment Advisors's VONV Position: Q3 2026 in Review

Realta Investment Advisors held its Vanguard Russell 1000 Value ETF (VONV) position steady in Q3 2026 at 1,710 shares worth $186K. The position accounts for 0.05% of the portfolio, ranked #213.

Realta Investment Advisors first reported a position in VONV in Q2 2019 and has held it in 5 quarters since. 90 funds tracked by Wall St. Rank hold VONV as of Q3 2026.

Realta Investment Advisors held 1,710 shares of Vanguard Russell 1000 Value ETF worth $186K as of Q3 2026.
Realta Investment Advisors left its Vanguard Russell 1000 Value ETF share count unchanged in Q3 2026.
Vanguard Russell 1000 Value ETF made up 0.05% of Realta Investment Advisors's portfolio in Q3 2026, its #213 holding.
Realta Investment Advisors first reported a position in Vanguard Russell 1000 Value ETF in Q2 2019 and has held it in 5 quarters since.
90 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.