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

WealthShield 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 Q1	$3.29K	Buy	+35	New	+$3.37K	﹤0.01%	570
2023 Q4	–	Sell	-1,988	Closed	-$133K	–	509
2023 Q3	$133K	Hold	1,988	–	–	0.02%	317
2023 Q2	$138K	Sell	1,988 -1,336	-40%	-$89.7K	0.02%	308
2023 Q1	$222K	Sell	3,324 -33,825	-91%	-$2.29M	0.04%	282
2022 Q4	$2.47M	Sell	37,149 -6,578	-15%	-$432K	0.47%	54
2022 Q3	$2.63M	Buy	43,727 +1,411	+3%	+$92.9K	0.52%	53
2022 Q2	$2.71M	Buy	42,316 +2,779	+7%	+$191K	0.54%	47
2022 Q1	$2.88M	Buy	+39,537	New	+$2.85M	0.46%	53
2021 Q3	–	Sell	-1,983	Closed	-$138K	–	728
2021 Q2	$138K	Sell	1,983 -77,715	-98%	-$5.4M	0.02%	315
2021 Q1	$5.3M	Buy	+79,698	New	+$5.06M	0.95%	30

Other funds holding VONV

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WealthShield Partners's VONV Position: Q1 2026 in Review

WealthShield Partners opened a new position in Vanguard Russell 1000 Value ETF (VONV) in Q1 2026: 35 shares worth $3.29K. The stake represents ﹤0.01% of the portfolio and ranks #570 among its holdings. This is a return to the name: WealthShield Partners previously reported a position in VONV as recently as Q3 2023.

WealthShield Partners first reported a position in VONV in Q1 2021 and has held it in 10 quarters since. The position peaked at $5.3M in Q1 2021. 571 funds tracked by Wall St. Rank hold VONV as of Q1 2026.

WealthShield Partners held 35 shares of Vanguard Russell 1000 Value ETF worth $3.29K as of Q1 2026.
Vanguard Russell 1000 Value ETF was a new WealthShield Partners position in Q1 2026.
Vanguard Russell 1000 Value ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q1 2026, its #570 holding.
WealthShield Partners first reported a position in Vanguard Russell 1000 Value ETF in Q1 2021 and has held it in 10 quarters since.
WealthShield Partners's Vanguard Russell 1000 Value ETF position peaked at $5.3M in Q1 2021.
571 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.