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Root Financial Partners’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Root Financial 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
Q2 		– Sell
-458
Closed -$42.9K – 3111
2026
Q1 		$42.9K Hold
458
– – ﹤0.01% 941
2025
Q4 		$42.3K Sell
458
-10
-2% -$907 ﹤0.01% 787
2025
Q3 		$41.8K Buy
+468
New +$40.9K ﹤0.01% 733

Other funds holding VONV

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

Root Financial Partners's VONV Position: Q2 2026 in Review

Root Financial Partners sold out of Vanguard Russell 1000 Value ETF (VONV) in Q2 2026, closing a stake of 458 shares — an estimated $42.9K sold.

Root Financial Partners first reported a position in VONV in Q3 2025 and held it in 3 quarters. The position peaked at $42.9K in Q1 2026. 243 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

  • Root Financial Partners reported no remaining Vanguard Russell 1000 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 458 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $42.9K.
  • Root Financial Partners first reported a position in Vanguard Russell 1000 Value ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Vanguard Russell 1000 Value ETF position peaked at $42.9K in Q1 2026.
  • 243 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.