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

Robertson Stephens 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
2026 Q2	$629K	Hold	5,916	–	–	0.02%	403
2026 Q1	$555K	Hold	5,916	–	–	0.02%	402
2025 Q4	$546K	Hold	5,916	–	–	0.01%	408
2025 Q3	$529K	Sell	5,916 -87	-1%	-$7.6K	0.02%	344
2025 Q2	$512K	Sell	6,003 -1,391	-19%	-$113K	0.02%	361
2025 Q1	$610K	Buy	+7,394	New	+$618K	0.02%	337

Other funds holding VONV

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWA

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

WFA

WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return

HAFS

Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $321M AUM 18.23% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

SFA

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

BWP

Bernardo Wealth Planning Harleysville, Pennsylvania $585M AUM 17.72% 1-Year Est. Return

WDG

Wealth Dimensions Group Cincinnati, Ohio $558M AUM 20.63% 1-Year Est. Return

VCA

Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return

Robertson Stephens Wealth Management's VONV Position: Q2 2026 in Review

Robertson Stephens Wealth Management held its Vanguard Russell 1000 Value ETF (VONV) position steady in Q2 2026 at 5,916 shares worth $629K. The position accounts for 0.02% of the portfolio, ranked #403.

Robertson Stephens Wealth Management first reported a position in VONV in Q1 2025 and has held it in 6 quarters since. 269 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

Robertson Stephens Wealth Management held 5,916 shares of Vanguard Russell 1000 Value ETF worth $629K as of Q2 2026.
Robertson Stephens Wealth Management left its Vanguard Russell 1000 Value ETF share count unchanged in Q2 2026.
Vanguard Russell 1000 Value ETF made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #403 holding.
Robertson Stephens Wealth Management first reported a position in Vanguard Russell 1000 Value ETF in Q1 2025 and has held it in 6 quarters since.
269 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.