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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
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 – 448
2025
Q2 		$241K Buy
+2,833
New +$230K 0.06% 206

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

Summit Wealth Group (Colorado)'s VONV Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its Vanguard Russell 1000 Value ETF (VONV) stake by 267% in Q1 2026, buying an estimated $728K and bringing the position to 10,410 shares worth $976K. The position accounts for 0.1% of the portfolio, ranked #109.

Summit Wealth Group (Colorado) first reported a position in VONV in Q2 2025 and has held it in 3 quarters since. 571 funds tracked by Wall St. Rank hold VONV as of Q1 2026.

  • Summit Wealth Group (Colorado) held 10,410 shares of Vanguard Russell 1000 Value ETF worth $976K as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 7,577 Vanguard Russell 1000 Value ETF shares in Q1 2026, an estimated $728K.
  • Vanguard Russell 1000 Value ETF made up 0.1% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #109 holding.
  • Summit Wealth Group (Colorado) first reported a position in Vanguard Russell 1000 Value ETF in Q2 2025 and has held it in 3 quarters since.
  • 571 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.