Wealthcare Advisory Partners’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Wealthcare Advisory Partners’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	$2.62M	Sell	24,605 -608	-2%	-$62.1K	0.05%	303
2026 Q1	$2.36M	Sell	25,213 -4,318	-15%	-$415K	0.05%	337
2025 Q4	$2.73M	Sell	29,531 -1,276	-4%	-$116K	0.05%	288
2025 Q3	$2.75M	Sell	30,807 -1,549	-5%	-$135K	0.06%	275
2025 Q2	$2.76M	Sell	32,356 -501	-2%	-$40.7K	0.06%	259
2025 Q1	$2.71M	Sell	32,857 -4,574	-12%	-$383K	0.07%	233
2024 Q4	$3.04M	Sell	37,431 -16,777	-31%	-$1.41M	0.08%	199
2024 Q3	$4.52M	Sell	54,208 -6,026	-10%	-$482K	0.13%	142
2024 Q2	$4.61M	Sell	60,234 -8,363	-12%	-$642K	0.14%	125
2024 Q1	$5.39M	Buy	68,597 +7,751	+13%	+$576K	0.18%	102
2023 Q4	$4.41M	Sell	60,846 -50,529	-45%	-$3.43M	0.18%	99
2023 Q3	$7.42M	Buy	111,375 +7,860	+8%	+$547K	0.34%	60
2023 Q2	$7.16M	Sell	103,515 -11,671	-10%	-$784K	0.32%	60
2023 Q1	$7.7M	Buy	115,186 +15,335	+15%	+$1.04M	0.33%	57
2022 Q4	$6.65M	Buy	99,851 +23,600	+31%	+$1.55M	0.32%	60
2022 Q3	$4.55M	Sell	76,251 -8,289	-10%	-$546K	0.26%	79
2022 Q2	$5.37M	Buy	84,540 +16,107	+24%	+$1.11M	0.33%	57
2022 Q1	$4.98M	Buy	68,433 +5,135	+8%	+$370K	0.3%	50
2021 Q4	$4.67M	Buy	63,298 +2,164	+4%	+$156K	0.28%	53
2021 Q3	$4.2M	Buy	61,134 +3,193	+6%	+$225K	0.27%	55
2021 Q2	$4.03M	Buy	57,941 +2,633	+5%	+$183K	0.27%	54
2021 Q1	$3.68M	Buy	55,308 +47,166	+579%	+$2.99M	0.27%	54
2020 Q4	$488K	Buy	8,142 +1,400	+21%	+$78.9K	0.04%	240
2020 Q3	$350K	Buy	+6,742	New	+$351K	0.04%	256
2020 Q2	–	Sell	-11,240	Closed	-$489K	–	1324
2020 Q1	$489K	Buy	11,240 +948	+9%	+$51.9K	0.07%	145
2019 Q4	$617K	Buy	+10,292	New	+$594K	0.08%	149

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

Wealthcare Advisory Partners's VONV Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Vanguard Russell 1000 Value ETF (VONV) stake by 2.4% in Q2 2026, selling an estimated $62.1K and leaving 24,605 shares worth $2.62M. The position accounts for 0.05% of the portfolio, ranked #303.

Wealthcare Advisory Partners first reported a position in VONV in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.7M in Q1 2023. 625 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

Wealthcare Advisory Partners held 24,605 shares of Vanguard Russell 1000 Value ETF worth $2.62M as of Q2 2026.
Wealthcare Advisory Partners sold 608 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $62.1K.
Vanguard Russell 1000 Value ETF made up 0.05% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #303 holding.
Wealthcare Advisory Partners first reported a position in Vanguard Russell 1000 Value ETF in Q4 2019 and has held it in 26 quarters since.
Wealthcare Advisory Partners's Vanguard Russell 1000 Value ETF position peaked at $7.7M in Q1 2023.
625 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.