UW
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Unique Wealth’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Unique Wealth’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 		$319K Buy
2,999
+636
+27% +$65K 0.04% 171
2026
Q1 		$222K Buy
+2,363
New +$227K 0.03% 177

Other funds holding VONV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
HAFS
Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $321M AUM 18.23% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BWP
Bernardo Wealth Planning Harleysville, Pennsylvania $585M AUM 17.72% 1-Year Est. Return
WDG
Wealth Dimensions Group Cincinnati, Ohio $558M AUM 20.63% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return

Unique Wealth's VONV Position: Q2 2026 in Review

Unique Wealth increased its Vanguard Russell 1000 Value ETF (VONV) stake by 27% in Q2 2026, buying an estimated $65K and bringing the position to 2,999 shares worth $319K. The position accounts for 0.04% of the portfolio, ranked #171.

Unique Wealth first reported a position in VONV in Q1 2026 and has held it in 2 quarters since. 243 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

  • Unique Wealth held 2,999 shares of Vanguard Russell 1000 Value ETF worth $319K as of Q2 2026.
  • Unique Wealth bought 636 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $65K.
  • Vanguard Russell 1000 Value ETF made up 0.04% of Unique Wealth's portfolio in Q2 2026, its #171 holding.
  • Unique Wealth first reported a position in Vanguard Russell 1000 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 243 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.