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Ritholtz Wealth Management’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Ritholtz Wealth Management’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
-34,338
Closed -$2.86M – 911
2024
Q3 		$2.86M Buy
+34,338
New +$2.75M 0.09% 162

Other funds holding VONV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ritholtz Wealth Management's VONV Position: Q4 2024 in Review

Ritholtz Wealth Management sold out of Vanguard Russell 1000 Value ETF (VONV) in Q4 2024, closing a stake of 34,338 shares — an estimated $2.86M sold.

Ritholtz Wealth Management first reported a position in VONV in Q3 2024 and held it in 1 quarter. The position peaked at $2.86M in Q3 2024. 441 funds tracked by Wall St. Rank hold VONV as of Q4 2024.

  • Ritholtz Wealth Management reported no remaining Vanguard Russell 1000 Value ETF position as of Q4 2024 after selling out during the quarter.
  • Ritholtz Wealth Management sold 34,338 Vanguard Russell 1000 Value ETF shares in Q4 2024, an estimated $2.86M.
  • Ritholtz Wealth Management first reported a position in Vanguard Russell 1000 Value ETF in Q3 2024 and held it in 1 quarter.
  • Ritholtz Wealth Management's Vanguard Russell 1000 Value ETF position peaked at $2.86M in Q3 2024.
  • 441 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q4 2024.

Based on Ritholtz Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.