SwitchPoint Financial Planning
VONV icon

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

SwitchPoint 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
Q3 		$2.6M Buy
+23,959
New +$2.66M 1.45% 18

Other funds holding VONV

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OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
WestHill Financial Advisors
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return
Hapanowicz & Associates Financial Services
Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $325M AUM 9.79% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

SwitchPoint Financial Planning's VONV Position: Q3 2026 in Review

SwitchPoint Financial Planning opened a new position in Vanguard Russell 1000 Value ETF (VONV) in Q3 2026: 23,959 shares worth $2.6M. The stake represents 1.45% of the portfolio and ranks #18 among its holdings.

274 funds tracked by Wall St. Rank hold VONV as of Q3 2026.

  • SwitchPoint Financial Planning held 23,959 shares of Vanguard Russell 1000 Value ETF worth $2.6M as of Q3 2026.
  • Vanguard Russell 1000 Value ETF was a new SwitchPoint Financial Planning position in Q3 2026.
  • Vanguard Russell 1000 Value ETF made up 1.45% of SwitchPoint Financial Planning's portfolio in Q3 2026, its #18 holding.
  • 274 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q3 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q3 2026, filed 2 Nov 2026.