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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
Q2 		$298K Buy
2,800
+11
+0.4% +$1.12K 0.08% 101
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 $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

Sterling Financial Planning's VONV Position: Q2 2026 in Review

Sterling Financial Planning increased its Vanguard Russell 1000 Value ETF (VONV) stake by 0.39% in Q2 2026, buying an estimated $1.12K and bringing the position to 2,800 shares worth $298K. The position accounts for 0.08% of the portfolio, ranked #101.

Sterling Financial Planning first reported a position in VONV in Q4 2020 and has held it in 14 quarters since. 625 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

  • Sterling Financial Planning held 2,800 shares of Vanguard Russell 1000 Value ETF worth $298K as of Q2 2026.
  • Sterling Financial Planning bought 11 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $1.12K.
  • Vanguard Russell 1000 Value ETF made up 0.08% of Sterling Financial Planning's portfolio in Q2 2026, its #101 holding.
  • Sterling Financial Planning first reported a position in Vanguard Russell 1000 Value ETF in Q4 2020 and has held it in 14 quarters since.
  • 625 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.