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Simplicity Wealth’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Simplicity Wealth’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
Q1 		$276K Sell
2,940
-591
-17% -$56.8K 0.02% 621
2025
Q4 		$326K Sell
3,531
-193
-5% -$17.5K 0.02% 531
2025
Q3 		$333K Buy
+3,724
New +$325K 0.02% 533
2024
Q3 		– Sell
-5,331
Closed -$408K – 1193
2024
Q2 		$408K Buy
5,331
+135
+3% +$10.4K 0.01% 839
2024
Q1 		$409K Buy
+5,196
New +$386K 0.01% 810

Other funds holding VONV

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Simplicity Wealth's VONV Position: Q1 2026 in Review

Simplicity Wealth reduced its Vanguard Russell 1000 Value ETF (VONV) stake by 17% in Q1 2026, selling an estimated $56.8K and leaving 2,940 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #621.

Simplicity Wealth first reported a position in VONV in Q1 2024 and has held it in 5 quarters since. The position peaked at $409K in Q1 2024. 571 funds tracked by Wall St. Rank hold VONV as of Q1 2026.

  • Simplicity Wealth held 2,940 shares of Vanguard Russell 1000 Value ETF worth $276K as of Q1 2026.
  • Simplicity Wealth sold 591 Vanguard Russell 1000 Value ETF shares in Q1 2026, an estimated $56.8K.
  • Vanguard Russell 1000 Value ETF made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #621 holding.
  • Simplicity Wealth first reported a position in Vanguard Russell 1000 Value ETF in Q1 2024 and has held it in 5 quarters since.
  • Simplicity Wealth's Vanguard Russell 1000 Value ETF position peaked at $409K in Q1 2024.
  • 571 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.