UCFA
VONV icon

United Capital Financial Advisors’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

United Capital Financial Advisors’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 		$1.19M Buy
12,734
+74
+0.6% +$7.11K 0.01% 693
2025
Q4 		$1.17M Sell
12,660
-243
-2% -$22K 0.01% 683
2025
Q3 		$1.15M Sell
12,903
-658
-5% -$57.5K 0.01% 602
2025
Q2 		$1.16M Buy
13,561
+132
+1% +$10.7K 0.01% 554
2025
Q1 		$1.11M Hold
13,429
– – 0.01% 542
2024
Q4 		$1.09M Hold
13,429
– – 0.01% 534
2024
Q3 		$1.12M Sell
13,429
-224
-2% -$17.9K 0.01% 516
2024
Q2 		$1.05M Buy
13,653
+6,950
+104% +$534K 0.01% 515
2024
Q1 		$527K Sell
6,703
-1,185
-15% -$88K ﹤0.01% 724
2023
Q4 		$572K Buy
7,888
+1,319
+20% +$89.4K ﹤0.01% 689
2023
Q3 		$438K Sell
6,569
-1,316
-17% -$91.5K ﹤0.01% 664
2023
Q2 		$546K Sell
7,885
-1,789
-18% -$120K ﹤0.01% 671
2023
Q1 		$646K Buy
9,674
+4,199
+77% +$284K ﹤0.01% 675
2022
Q4 		$365K Buy
5,475
+358
+7% +$23.5K ﹤0.01% 825
2022
Q3 		$305K Sell
5,117
-26
-0.5% -$1.71K ﹤0.01% 907
2022
Q2 		$327K Buy
+5,143
New +$353K ﹤0.01% 915
2015
Q3 		– Sell
-5,032
Closed -$226K – 1317
2015
Q2 		$226K Sell
5,032
-20
-0.4% -$917 ﹤0.01% 1149
2015
Q1 		$230K Sell
5,052
-228
-4% -$10.3K ﹤0.01% 1145
2014
Q4 		$241K Sell
5,280
-86,422
-94% -$3.85M ﹤0.01% 1036
2014
Q3 		$4.01M Sell
91,702
-19,268
-17% -$853K 0.07% 288
2014
Q2 		$4.89M Sell
110,970
-12,600
-10% -$540K 0.09% 243
2014
Q1 		$5.22M Sell
123,570
-10,052
-8% -$412K 0.11% 203
2013
Q4 		$5.5M Sell
133,622
-7,306
-5% -$290K 0.19% 140
2013
Q3 		$5.3M Sell
140,928
-9,114
-6% -$346K 0.17% 138
2013
Q2 		$5.45M Buy
+150,042
New +$5.46M 0.14% 170

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

United Capital Financial Advisors's VONV Position: Q1 2026 in Review

United Capital Financial Advisors increased its Vanguard Russell 1000 Value ETF (VONV) stake by 0.58% in Q1 2026, buying an estimated $7.11K and bringing the position to 12,734 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #693.

United Capital Financial Advisors first reported a position in VONV in Q2 2013 and has held it in 25 quarters since. The position peaked at $5.5M in Q4 2013. 571 funds tracked by Wall St. Rank hold VONV as of Q1 2026.

  • United Capital Financial Advisors held 12,734 shares of Vanguard Russell 1000 Value ETF worth $1.19M as of Q1 2026.
  • United Capital Financial Advisors bought 74 Vanguard Russell 1000 Value ETF shares in Q1 2026, an estimated $7.11K.
  • Vanguard Russell 1000 Value ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #693 holding.
  • United Capital Financial Advisors first reported a position in Vanguard Russell 1000 Value ETF in Q2 2013 and has held it in 25 quarters since.
  • United Capital Financial Advisors's Vanguard Russell 1000 Value ETF position peaked at $5.5M in Q4 2013.
  • 571 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.