Visionary Horizons
VONV icon

Visionary Horizons’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Visionary Horizons’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 		$480K Sell
4,413
-246
-5% -$27.3K 0.19% 82
2026
Q2 		$495K Buy
4,659
+194
+4% +$19.8K 0.21% 83
2026
Q1 		$419K Buy
+4,465
New +$429K 0.21% 85

Other funds holding VONV

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Visionary Horizons's VONV Position: Q3 2026 in Review

Visionary Horizons reduced its Vanguard Russell 1000 Value ETF (VONV) stake by 5.3% in Q3 2026, selling an estimated $27.3K and leaving 4,413 shares worth $480K. The position accounts for 0.19% of the portfolio, ranked #82.

Visionary Horizons first reported a position in VONV in Q1 2026 and has held it in 3 quarters since. The position peaked at $495K in Q2 2026. 495 funds tracked by Wall St. Rank hold VONV as of Q3 2026.

  • Visionary Horizons held 4,413 shares of Vanguard Russell 1000 Value ETF worth $480K as of Q3 2026.
  • Visionary Horizons sold 246 Vanguard Russell 1000 Value ETF shares in Q3 2026, an estimated $27.3K.
  • Vanguard Russell 1000 Value ETF made up 0.19% of Visionary Horizons's portfolio in Q3 2026, its #82 holding.
  • Visionary Horizons first reported a position in Vanguard Russell 1000 Value ETF in Q1 2026 and has held it in 3 quarters since.
  • Visionary Horizons's Vanguard Russell 1000 Value ETF position peaked at $495K in Q2 2026.
  • 495 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q3 2026.

Based on Visionary Horizons's 13F filing for Q3 2026, filed 22 Oct 2026.