Sunbelt Securities’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Sunbelt Securities’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	$90.4K	Buy	964 +65	+7%	+$6.25K	0.01%	872
2025 Q4	$83K	Buy	899 +325	+57%	+$29.5K	0.01%	874
2025 Q3	$51.3K	Buy	574 +300	+109%	+$26.2K	﹤0.01%	995
2025 Q2	$22.3K	Hold	274	–	–	﹤0.01%	1148
2025 Q1	$22.6K	Hold	274	–	–	﹤0.01%	1096
2024 Q4	$22.2K	Hold	274	–	–	﹤0.01%	1148
2024 Q3	$22.8K	Hold	274	–	–	﹤0.01%	1145
2024 Q2	$21K	Hold	274	–	–	﹤0.01%	1127
2024 Q1	$21.5K	Hold	274	–	–	﹤0.01%	1077
2023 Q4	$19.9K	Hold	274	–	–	﹤0.01%	1032
2023 Q3	$18.3K	Buy	274 +36	+15%	+$2.5K	﹤0.01%	1035
2023 Q2	$16.5K	Hold	238	–	–	﹤0.01%	1065
2023 Q1	$15.7K	Buy	+238	New	+$16.1K	﹤0.01%	1010

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Morgan Stanley New York $1.89T AUM 35.08% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Sunbelt Securities's VONV Position: Q1 2026 in Review

Sunbelt Securities increased its Vanguard Russell 1000 Value ETF (VONV) stake by 7.2% in Q1 2026, buying an estimated $6.25K and bringing the position to 964 shares worth $90.4K. The position accounts for 0.01% of the portfolio, ranked #872.

Sunbelt Securities first reported a position in VONV in Q1 2023 and has held it in 13 quarters since. 572 funds tracked by Wall St. Rank hold VONV as of Q1 2026.

Sunbelt Securities held 964 shares of Vanguard Russell 1000 Value ETF worth $90.4K as of Q1 2026.
Sunbelt Securities bought 65 Vanguard Russell 1000 Value ETF shares in Q1 2026, an estimated $6.25K.
Vanguard Russell 1000 Value ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #872 holding.
Sunbelt Securities first reported a position in Vanguard Russell 1000 Value ETF in Q1 2023 and has held it in 13 quarters since.
572 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.