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 Q2	–	Sell	-35	Closed	-$3.3K	–	597
2026 Q1	$3.3K	Buy	+35	New	+$3.36K	﹤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 $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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

WealthShield Partners's VONV Position: Q2 2026 in Review

WealthShield Partners sold out of Vanguard Russell 1000 Value ETF (VONV) in Q2 2026, closing a stake of 35 shares — an estimated $3.3K sold.

WealthShield Partners first reported a position in VONV in Q1 2021 and held it in 10 quarters. The position peaked at $5.3M in Q1 2021. 630 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

WealthShield Partners reported no remaining Vanguard Russell 1000 Value ETF position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 35 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $3.3K.
WealthShield Partners first reported a position in Vanguard Russell 1000 Value ETF in Q1 2021 and held it in 10 quarters.
WealthShield Partners's Vanguard Russell 1000 Value ETF position peaked at $5.3M in Q1 2021.
630 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.