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

Wealth Preservation 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 		– Sell
-28
Closed -$2.58K – 1201
2025
Q4 		$2.58K Hold
28
– – ﹤0.01% 480
2025
Q3 		$2.5K Hold
28
– – ﹤0.01% 467
2025
Q2 		$2.39K Hold
28
– – ﹤0.01% 464
2025
Q1 		$2.31K Buy
+28
New +$2.34K ﹤0.01% 458

Other funds holding VONV

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Wealth Preservation Advisors's VONV Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Vanguard Russell 1000 Value ETF (VONV) in Q1 2026, closing a stake of 28 shares — an estimated $2.58K sold.

Wealth Preservation Advisors first reported a position in VONV in Q1 2025 and held it in 4 quarters. The position peaked at $2.58K in Q4 2025. 572 funds tracked by Wall St. Rank hold VONV as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Vanguard Russell 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 28 Vanguard Russell 1000 Value ETF shares in Q1 2026, an estimated $2.58K.
  • Wealth Preservation Advisors first reported a position in Vanguard Russell 1000 Value ETF in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's Vanguard Russell 1000 Value ETF position peaked at $2.58K in Q4 2025.
  • 572 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.