Seven Post Investment Office’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Seven Post Investment Office’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	$832K	Hold	7,825	–	–	0.24%	26
2026 Q1	$734K	Hold	7,825	–	–	0.24%	25
2025 Q4	$722K	Hold	7,825	–	–	0.26%	26
2025 Q3	$699K	Hold	7,825	–	–	0.25%	24
2025 Q2	$667K	Hold	7,825	–	–	0.25%	24
2025 Q1	$646K	Hold	7,825	–	–	0.25%	23
2024 Q4	$636K	Hold	7,825	–	–	0.24%	23
2024 Q3	$652K	Hold	7,825	–	–	0.1%	35
2024 Q2	$599K	Sell	7,825 -446	-5%	-$34.3K	0.11%	36
2024 Q1	$650K	Hold	8,271	–	–	0.16%	34
2023 Q4	$600K	Hold	8,271	–	–	0.15%	36
2023 Q3	$551K	Hold	8,271	–	–	0.15%	36
2023 Q2	$572K	Hold	8,271	–	–	0.17%	35
2023 Q1	$553K	Hold	8,271	–	–	0.2%	31
2022 Q4	$551K	Sell	8,271 -18,765	-69%	-$1.23M	0.19%	32
2022 Q3	$1.61M	Buy	27,036 +9,836	+57%	+$648K	0.63%	19
2022 Q2	$1.09M	Buy	+17,200	New	+$1.18M	0.41%	20

Other funds holding VONV

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

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

Seven Post Investment Office's VONV Position: Q2 2026 in Review

Seven Post Investment Office held its Vanguard Russell 1000 Value ETF (VONV) position steady in Q2 2026 at 7,825 shares worth $832K. The position accounts for 0.24% of the portfolio, ranked #26.

Seven Post Investment Office first reported a position in VONV in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.61M in Q3 2022. 269 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

Seven Post Investment Office held 7,825 shares of Vanguard Russell 1000 Value ETF worth $832K as of Q2 2026.
Seven Post Investment Office left its Vanguard Russell 1000 Value ETF share count unchanged in Q2 2026.
Vanguard Russell 1000 Value ETF made up 0.24% of Seven Post Investment Office's portfolio in Q2 2026, its #26 holding.
Seven Post Investment Office first reported a position in Vanguard Russell 1000 Value ETF in Q2 2022 and has held it in 17 quarters since.
Seven Post Investment Office's Vanguard Russell 1000 Value ETF position peaked at $1.61M in Q3 2022.
269 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on Seven Post Investment Office's 13F filing for Q2 2026, filed 28 Jul 2026.