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 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VisionPoint Advisory Group's VONV Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its Vanguard Russell 1000 Value ETF (VONV) stake by 5.3% in Q2 2026, selling an estimated $22.3K and leaving 3,919 shares worth $417K. The position accounts for 0.07% of the portfolio, ranked #287.

VisionPoint Advisory Group first reported a position in VONV in Q1 2025 and has held it in 6 quarters since. 625 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

VisionPoint Advisory Group held 3,919 shares of Vanguard Russell 1000 Value ETF worth $417K as of Q2 2026.
VisionPoint Advisory Group sold 218 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $22.3K.
Vanguard Russell 1000 Value ETF made up 0.07% of VisionPoint Advisory Group's portfolio in Q2 2026, its #287 holding.
VisionPoint Advisory Group first reported a position in Vanguard Russell 1000 Value ETF in Q1 2025 and has held it in 6 quarters since.
625 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.