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SageView Advisory Group’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

SageView Advisory Group’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
2025
Q4 		$273M Buy
2,955,832
+193,595
+7% +$17.6M 9.22% 2
2025
Q3 		$247M Sell
2,762,237
-17,899
-0.6% -$1.56M 8.52% 3
2025
Q2 		$242M Buy
2,780,136
+205,463
+8% +$16.7M 9.15% 3
2025
Q1 		$213M Buy
2,574,673
+205,329
+9% +$17.2M 9.06% 2
2024
Q4 		$193M Buy
2,369,344
+366,318
+18% +$30.9M 8.29% 2
2024
Q3 		$167M Sell
2,003,026
-161,293
-7% -$12.9M 8.47% 2
2024
Q2 		$166M Buy
2,164,319
+2,136,065
+7,560% +$164M 7.7% 3
2024
Q1 		$2.27M Sell
28,254
-2,323,827
-99% -$173M 0.11% 104
2023
Q4 		$173M Buy
2,352,081
+422,824
+22% +$28.7M 7.43% 3
2023
Q3 		$129M Buy
1,929,257
+78,579
+4% +$5.46M 7.37% 3
2023
Q2 		$128M Buy
1,850,678
+255,079
+16% +$17.1M 7.13% 3
2023
Q1 		$107M Buy
1,595,599
+475,712
+42% +$32.2M 6.8% 3
2022
Q4 		$74.6M Buy
+1,119,887
New +$73.5M 6.06% 2

Other funds holding VONV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SageView Advisory Group's VONV Position: Q4 2025 in Review

SageView Advisory Group increased its Vanguard Russell 1000 Value ETF (VONV) stake by 7% in Q4 2025, buying an estimated $17.6M and bringing the position to 2,955,832 shares worth $273M. The position accounts for 9.22% of the portfolio, ranked #2.

SageView Advisory Group first reported a position in VONV in Q4 2022 and has held it in 13 quarters since. 538 funds tracked by Wall St. Rank hold VONV as of Q4 2025.

  • SageView Advisory Group held 2,955,832 shares of Vanguard Russell 1000 Value ETF worth $273M as of Q4 2025.
  • SageView Advisory Group bought 193,595 Vanguard Russell 1000 Value ETF shares in Q4 2025, an estimated $17.6M.
  • Vanguard Russell 1000 Value ETF made up 9.22% of SageView Advisory Group's portfolio in Q4 2025, its #2 holding.
  • SageView Advisory Group first reported a position in Vanguard Russell 1000 Value ETF in Q4 2022 and has held it in 13 quarters since.
  • 538 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.