Wealth Architects’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Wealth Architects’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	$318K	Sell	2,989 -922	-24%	-$94.2K	0.03%	188
2026 Q1	$367K	Hold	3,911	–	–	0.03%	162
2025 Q4	$361K	Hold	3,911	–	–	0.03%	166
2025 Q3	$350K	Hold	3,911	–	–	0.03%	164
2025 Q2	$333K	Sell	3,911 -2,067	-35%	-$168K	0.03%	162
2025 Q1	$493K	Hold	5,978	–	–	0.05%	141
2024 Q4	$486K	Hold	5,978	–	–	0.05%	124
2024 Q3	$498K	Hold	5,978	–	–	0.06%	124
2024 Q2	$458K	Hold	5,978	–	–	0.06%	127
2024 Q1	$470K	Hold	5,978	–	–	0.06%	124
2023 Q4	$434K	Hold	5,978	–	–	0.06%	124
2023 Q3	$398K	Hold	5,978	–	–	0.07%	122
2023 Q2	$414K	Hold	5,978	–	–	0.07%	130
2023 Q1	$399K	Hold	5,978	–	–	0.07%	123
2022 Q4	$398K	Hold	5,978	–	–	0.08%	117
2022 Q3	$357K	Hold	5,978	–	–	0.07%	118
2022 Q2	$380K	Hold	5,978	–	–	0.07%	121
2022 Q1	$435K	Hold	5,978	–	–	0.07%	125
2021 Q4	$441K	Hold	5,978	–	–	0.08%	120
2021 Q3	$411K	Buy	+5,978	New	+$421K	0.08%	114

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

Wealth Architects's VONV Position: Q2 2026 in Review

Wealth Architects reduced its Vanguard Russell 1000 Value ETF (VONV) stake by 24% in Q2 2026, selling an estimated $94.2K and leaving 2,989 shares worth $318K. The position accounts for 0.03% of the portfolio, ranked #188.

Wealth Architects first reported a position in VONV in Q3 2021 and has held it in 20 quarters since. The position peaked at $498K in Q3 2024. 625 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

Wealth Architects held 2,989 shares of Vanguard Russell 1000 Value ETF worth $318K as of Q2 2026.
Wealth Architects sold 922 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $94.2K.
Vanguard Russell 1000 Value ETF made up 0.03% of Wealth Architects's portfolio in Q2 2026, its #188 holding.
Wealth Architects first reported a position in Vanguard Russell 1000 Value ETF in Q3 2021 and has held it in 20 quarters since.
Wealth Architects's Vanguard Russell 1000 Value ETF position peaked at $498K in Q3 2024.
625 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.