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Savvy Advisors Inc’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Savvy Advisors Inc’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 		$710K Buy
6,677
+3,894
+140% +$398K 0.02% 648
2026
Q1 		$261K Buy
2,783
+400
+17% +$38.5K 0.01% 940
2025
Q4 		$220K Buy
+2,383
New +$216K 0.01% 914
2025
Q3 		– Sell
-2,386
Closed -$203K – 850
2025
Q2 		$203K Sell
2,386
-97
-4% -$7.89K 0.01% 605
2025
Q1 		$205K Buy
+2,483
New +$208K 0.02% 493
2024
Q3 		– Sell
-3,164
Closed -$242K – 374
2024
Q2 		$242K Sell
3,164
-1,408
-31% -$108K 0.08% 249
2024
Q1 		$360K Sell
4,572
-817
-15% -$60.7K 0.21% 137
2023
Q4 		$391K Buy
+5,389
New +$365K 0.38% 78

Other funds holding VONV

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savvy Advisors Inc's VONV Position: Q2 2026 in Review

Savvy Advisors Inc increased its Vanguard Russell 1000 Value ETF (VONV) stake by 140% in Q2 2026, buying an estimated $398K and bringing the position to 6,677 shares worth $710K. The position accounts for 0.02% of the portfolio, ranked #648.

Savvy Advisors Inc first reported a position in VONV in Q4 2023 and has held it in 8 quarters since. 622 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

  • Savvy Advisors Inc held 6,677 shares of Vanguard Russell 1000 Value ETF worth $710K as of Q2 2026.
  • Savvy Advisors Inc bought 3,894 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $398K.
  • Vanguard Russell 1000 Value ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #648 holding.
  • Savvy Advisors Inc first reported a position in Vanguard Russell 1000 Value ETF in Q4 2023 and has held it in 8 quarters since.
  • 622 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.