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Sterling Financial Planning’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Sterling Financial Planning’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 		$261K Buy
2,789
+12
+0.4% +$1.15K 0.08% 103
2025
Q4 		$256K Buy
2,777
+15
+0.5% +$1.36K 0.08% 103
2025
Q3 		$247K Buy
2,762
+12
+0.4% +$1.05K 0.08% 106
2025
Q2 		$234K Buy
2,750
+26
+1% +$2.11K 0.08% 106
2025
Q1 		$225K Hold
2,724
– – 0.08% 102
2024
Q4 		$221K Buy
2,724
+14
+0.5% +$1.18K 0.08% 101
2024
Q3 		$226K Buy
2,710
+28
+1% +$2.24K 0.08% 105
2024
Q2 		$205K Hold
2,682
– – 0.08% 104
2024
Q1 		$211K Buy
+2,682
New +$199K 0.09% 102
2021
Q4 		– Sell
-2,528
Closed -$174K – 389
2021
Q3 		$174K Buy
2,528
+10
+0.4% +$704 0.11% 95
2021
Q2 		$175K Buy
2,518
+72
+3% +$5K 0.11% 93
2021
Q1 		$163K Buy
2,446
+10
+0.4% +$635 0.12% 89
2020
Q4 		$146K Buy
+2,436
New +$137K 0.12% 89

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

Sterling Financial Planning's VONV Position: Q1 2026 in Review

Sterling Financial Planning increased its Vanguard Russell 1000 Value ETF (VONV) stake by 0.43% in Q1 2026, buying an estimated $1.15K and bringing the position to 2,789 shares worth $261K. The position accounts for 0.08% of the portfolio, ranked #103.

Sterling Financial Planning first reported a position in VONV in Q4 2020 and has held it in 13 quarters since. 571 funds tracked by Wall St. Rank hold VONV as of Q1 2026.

  • Sterling Financial Planning held 2,789 shares of Vanguard Russell 1000 Value ETF worth $261K as of Q1 2026.
  • Sterling Financial Planning bought 12 Vanguard Russell 1000 Value ETF shares in Q1 2026, an estimated $1.15K.
  • Vanguard Russell 1000 Value ETF made up 0.08% of Sterling Financial Planning's portfolio in Q1 2026, its #103 holding.
  • Sterling Financial Planning first reported a position in Vanguard Russell 1000 Value ETF in Q4 2020 and has held it in 13 quarters since.
  • 571 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.