Vanguard Personalized Indexing Management
VONV icon

Vanguard Personalized Indexing Management’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Vanguard Personalized Indexing Management’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
2025
Q4 		– Sell
-2,619
Closed -$234K – 2075
2025
Q3 		$234K Sell
2,619
-539
-17% -$47.1K ﹤0.01% 1617
2025
Q2 		$269K Buy
3,158
+534
+20% +$43.4K ﹤0.01% 1495
2025
Q1 		$217K Hold
2,624
– – ﹤0.01% 1487
2024
Q4 		$213K Hold
2,624
– – ﹤0.01% 1501
2024
Q3 		$219K Buy
+2,624
New +$210K ﹤0.01% 1488
2024
Q2 		– Sell
-2,624
Closed -$206K – 1751
2024
Q1 		$206K Buy
+2,624
New +$195K ﹤0.01% 1429

Other funds holding VONV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Vanguard Personalized Indexing Management's VONV Position: Q4 2025 in Review

Vanguard Personalized Indexing Management sold out of Vanguard Russell 1000 Value ETF (VONV) in Q4 2025, closing a stake of 2,619 shares — an estimated $234K sold.

Vanguard Personalized Indexing Management first reported a position in VONV in Q1 2024 and held it in 6 quarters. The position peaked at $269K in Q2 2025. 537 funds tracked by Wall St. Rank hold VONV as of Q4 2025.

  • Vanguard Personalized Indexing Management reported no remaining Vanguard Russell 1000 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 2,619 Vanguard Russell 1000 Value ETF shares in Q4 2025, an estimated $234K.
  • Vanguard Personalized Indexing Management first reported a position in Vanguard Russell 1000 Value ETF in Q1 2024 and held it in 6 quarters.
  • Vanguard Personalized Indexing Management's Vanguard Russell 1000 Value ETF position peaked at $269K in Q2 2025.
  • 537 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q4 2025.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2025, filed 13 Feb 2026.