Schneider Downs Wealth Management Advisors’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Schneider Downs Wealth Management Advisors’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	$1.12M	Sell	10,500 -28	-0.3%	-$2.86K	0.1%	69
2026 Q1	$987K	Sell	10,528 -61	-0.6%	-$5.86K	0.11%	67
2025 Q4	$977K	Sell	10,589 -231	-2%	-$20.9K	0.11%	69
2025 Q3	$967K	Hold	10,820	–	–	0.11%	71
2025 Q2	$922K	Buy	10,820 +7,464	+222%	+$607K	0.14%	67
2025 Q1	$277K	Hold	3,356	–	–	0.05%	118
2024 Q4	$273K	Hold	3,356	–	–	0.05%	114
2024 Q3	$280K	Sell	3,356 -322	-9%	-$25.7K	0.06%	116
2024 Q2	$282K	Hold	3,678	–	–	0.06%	104
2024 Q1	$289K	Sell	3,678 -321	-8%	-$23.8K	0.07%	104
2023 Q4	$290K	Hold	3,999	–	–	0.08%	90
2023 Q3	$267K	Sell	3,999 -1,291	-24%	-$89.8K	0.06%	89
2023 Q2	$366K	Sell	5,290 -4,181	-44%	-$281K	0.08%	78
2023 Q1	$633K	Buy	9,471 +592	+7%	+$40.1K	0.13%	56
2022 Q4	$591K	Buy	+8,879	New	+$583K	0.13%	57
2020 Q1	–	Sell	-3,586	Closed	-$215K	–	102
2019 Q4	$215K	Hold	3,586	–	–	0.06%	64
2019 Q3	$202K	Hold	3,586	–	–	0.06%	64
2019 Q2	$200K	Buy	+3,586	New	+$197K	0.07%	69

Other funds holding VONV

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's VONV Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors reduced its Vanguard Russell 1000 Value ETF (VONV) stake by 0.27% in Q2 2026, selling an estimated $2.86K and leaving 10,500 shares worth $1.12M. The position accounts for 0.1% of the portfolio, ranked #69.

Schneider Downs Wealth Management Advisors first reported a position in VONV in Q2 2019 and has held it in 18 quarters since. 622 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

Schneider Downs Wealth Management Advisors held 10,500 shares of Vanguard Russell 1000 Value ETF worth $1.12M as of Q2 2026.
Schneider Downs Wealth Management Advisors sold 28 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $2.86K.
Vanguard Russell 1000 Value ETF made up 0.1% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #69 holding.
Schneider Downs Wealth Management Advisors first reported a position in Vanguard Russell 1000 Value ETF in Q2 2019 and has held it in 18 quarters since.
622 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.