Vestia Personal Wealth Advisors’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Vestia Personal Wealth 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	$372K	Buy	3,971 +10	+0.3%	+$961	0.17%	71
2025 Q4	$381K	Hold	3,961	–	–	0.19%	66
2025 Q3	$354K	Sell	3,961 -4,146	-51%	-$362K	0.21%	69
2025 Q2	$691K	Buy	8,107 +3	+0%	+$244	0.47%	35
2025 Q1	$669K	Hold	8,104	–	–	0.53%	34
2024 Q4	$658K	Sell	8,104 -723	-8%	-$60.9K	0.54%	33
2024 Q3	$736K	Buy	8,827 +71	+0.8%	+$5.68K	0.69%	30
2024 Q2	$670K	Buy	+8,756	New	+$673K	0.72%	30

Other funds holding VONV

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vestia Personal Wealth Advisors's VONV Position: Q1 2026 in Review

Vestia Personal Wealth Advisors increased its Vanguard Russell 1000 Value ETF (VONV) stake by 0.25% in Q1 2026, buying an estimated $961 and bringing the position to 3,971 shares worth $372K. The position accounts for 0.17% of the portfolio, ranked #71.

Vestia Personal Wealth Advisors first reported a position in VONV in Q2 2024 and has held it in 8 quarters since. The position peaked at $736K in Q3 2024. 571 funds tracked by Wall St. Rank hold VONV as of Q1 2026.

Vestia Personal Wealth Advisors held 3,971 shares of Vanguard Russell 1000 Value ETF worth $372K as of Q1 2026.
Vestia Personal Wealth Advisors bought 10 Vanguard Russell 1000 Value ETF shares in Q1 2026, an estimated $961.
Vanguard Russell 1000 Value ETF made up 0.17% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #71 holding.
Vestia Personal Wealth Advisors first reported a position in Vanguard Russell 1000 Value ETF in Q2 2024 and has held it in 8 quarters since.
Vestia Personal Wealth Advisors's Vanguard Russell 1000 Value ETF position peaked at $736K in Q3 2024.
571 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.