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Rothschild Investment LLC’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Rothschild Investment LLC’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 		$7.6K Buy
72
+1
+1% +$102 ﹤0.01% 2043
2026
Q1 		$6.68K Hold
71
– – ﹤0.01% 1914
2025
Q4 		$6.55K Hold
71
– – ﹤0.01% 1750
2025
Q3 		$6.31K Buy
71
+21
+42% +$1.83K ﹤0.01% 1617
2025
Q2 		$4.28K Buy
+50
New +$4.07K ﹤0.01% 1593

Other funds holding VONV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return

Rothschild Investment LLC's VONV Position: Q2 2026 in Review

Rothschild Investment LLC increased its Vanguard Russell 1000 Value ETF (VONV) stake by 1.4% in Q2 2026, buying an estimated $102 and bringing the position to 72 shares worth $7.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2043.

Rothschild Investment LLC first reported a position in VONV in Q2 2025 and has held it in 5 quarters since. 386 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

  • Rothschild Investment LLC held 72 shares of Vanguard Russell 1000 Value ETF worth $7.6K as of Q2 2026.
  • Rothschild Investment LLC bought 1 Vanguard Russell 1000 Value ETF share in Q2 2026, an estimated $102.
  • Vanguard Russell 1000 Value ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2043 holding.
  • Rothschild Investment LLC first reported a position in Vanguard Russell 1000 Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 386 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.