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Summit Wealth Group (Colorado)’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Summit Wealth Group (Colorado)’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 		$1.17M Buy
11,027
+617
+6% +$63.1K 0.1% 118
2026
Q1 		$976K Buy
10,410
+7,577
+267% +$728K 0.1% 109
2025
Q4 		$261K Buy
+2,833
New +$257K 0.03% 227
2025
Q3 		– Sell
-2,833
Closed -$241K – 627
2025
Q2 		$241K Buy
+2,833
New +$230K 0.06% 206

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

Summit Wealth Group (Colorado)'s VONV Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Vanguard Russell 1000 Value ETF (VONV) stake by 5.9% in Q2 2026, buying an estimated $63.1K and bringing the position to 11,027 shares worth $1.17M. The position accounts for 0.1% of the portfolio, ranked #118.

Summit Wealth Group (Colorado) first reported a position in VONV in Q2 2025 and has held it in 4 quarters since. 625 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

  • Summit Wealth Group (Colorado) held 11,027 shares of Vanguard Russell 1000 Value ETF worth $1.17M as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 617 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $63.1K.
  • Vanguard Russell 1000 Value ETF made up 0.1% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #118 holding.
  • Summit Wealth Group (Colorado) first reported a position in Vanguard Russell 1000 Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 625 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.