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

Stonebridge Financial Planning Group’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	$1.6M	Hold	15,026	–	–	0.51%	62
2026 Q1	$1.41M	Hold	15,026	–	–	0.52%	64
2025 Q4	$1.39M	Hold	15,026	–	–	0.5%	64
2025 Q3	$1.34M	Hold	15,026	–	–	0.5%	63
2025 Q2	$1.28M	Hold	15,026	–	–	0.53%	60
2025 Q1	$1.24M	Hold	15,026	–	–	0.57%	57
2024 Q4	$1.22M	Buy	+15,026	New	+$1.27M	0.55%	56

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

Stonebridge Financial Planning Group's VONV Position: Q2 2026 in Review

Stonebridge Financial Planning Group held its Vanguard Russell 1000 Value ETF (VONV) position steady in Q2 2026 at 15,026 shares worth $1.6M. The position accounts for 0.51% of the portfolio, ranked #62.

Stonebridge Financial Planning Group first reported a position in VONV in Q4 2024 and has held it in 7 quarters since. 622 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

Stonebridge Financial Planning Group held 15,026 shares of Vanguard Russell 1000 Value ETF worth $1.6M as of Q2 2026.
Stonebridge Financial Planning Group left its Vanguard Russell 1000 Value ETF share count unchanged in Q2 2026.
Vanguard Russell 1000 Value ETF made up 0.51% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #62 holding.
Stonebridge Financial Planning Group first reported a position in Vanguard Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
622 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.