VisionPoint Advisory Group’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

VisionPoint Advisory Group’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	$322K	Sell	2,963 -956	-24%	-$106K	0.05%	332
2026 Q2	$417K	Sell	3,919 -218	-5%	-$22.3K	0.07%	287
2026 Q1	$388K	Buy	4,137 +120	+3%	+$11.5K	0.07%	270
2025 Q4	$371K	Buy	4,017 +326	+9%	+$29.6K	0.07%	260
2025 Q3	$330K	Sell	3,691 -65	-2%	-$5.68K	0.07%	281
2025 Q2	$320K	Buy	3,756 +799	+27%	+$65K	0.07%	258
2025 Q1	$244K	Buy	+2,957	New	+$247K	0.08%	181

Other funds holding VONV

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VisionPoint Advisory Group's VONV Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Vanguard Russell 1000 Value ETF (VONV) stake by 24% in Q3 2026, selling an estimated $106K and leaving 2,963 shares worth $322K. The position accounts for 0.05% of the portfolio, ranked #332.

VisionPoint Advisory Group first reported a position in VONV in Q1 2025 and has held it in 7 quarters since. The position peaked at $417K in Q2 2026. 178 funds tracked by Wall St. Rank hold VONV as of Q3 2026.

VisionPoint Advisory Group held 2,963 shares of Vanguard Russell 1000 Value ETF worth $322K as of Q3 2026.
VisionPoint Advisory Group sold 956 Vanguard Russell 1000 Value ETF shares in Q3 2026, an estimated $106K.
Vanguard Russell 1000 Value ETF made up 0.05% of VisionPoint Advisory Group's portfolio in Q3 2026, its #332 holding.
VisionPoint Advisory Group first reported a position in Vanguard Russell 1000 Value ETF in Q1 2025 and has held it in 7 quarters since.
VisionPoint Advisory Group's Vanguard Russell 1000 Value ETF position peaked at $417K in Q2 2026.
178 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.