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Wealthspire Advisors (New York)’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Wealthspire Advisors (New York)’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 		$2.11M Sell
19,832
-26
-0.1% -$2.66K 0.01% 409
2026
Q1 		$1.86M Buy
19,858
+1,146
+6% +$110K 0.01% 299
2025
Q4 		$1.73M Buy
18,712
+19
+0.1% +$1.72K 0.01% 319
2025
Q3 		$1.67M Buy
18,693
+275
+1% +$24K 0.01% 299
2025
Q2 		$1.57M Sell
18,418
-546
-3% -$44.4K 0.01% 315
2025
Q1 		$1.57M Hold
18,964
– – 0.01% 308
2024
Q4 		$1.54M Sell
18,964
-48
-0.3% -$4.04K 0.02% 289
2024
Q3 		$1.58M Buy
19,012
+3,014
+19% +$241K 0.02% 286
2024
Q2 		$1.22M Sell
15,998
-414
-3% -$31.8K 0.02% 281
2024
Q1 		$1.29M Buy
16,412
+99
+0.6% +$7.35K 0.02% 273
2023
Q4 		$1.18M Buy
16,313
+617
+4% +$41.8K 0.02% 281
2023
Q3 		$1.05M Buy
15,696
+2,156
+16% +$150K 0.02% 273
2023
Q2 		$937K Hold
13,540
– – 0.02% 256
2023
Q1 		$905K Sell
13,540
-2,267
-14% -$154K 0.02% 263
2022
Q4 		$1.05M Sell
15,807
-3,079
-16% -$202K 0.02% 252
2022
Q3 		$1.13M Buy
18,886
+8,212
+77% +$541K 0.02% 206
2022
Q2 		$678K Buy
10,674
+1,371
+15% +$94.2K 0.01% 271
2022
Q1 		$677K Buy
9,303
+470
+5% +$33.9K 0.02% 228
2021
Q4 		$651K Buy
+8,833
New +$635K 0.01% 277

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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wealthspire Advisors (New York)'s VONV Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Vanguard Russell 1000 Value ETF (VONV) stake by 0.13% in Q2 2026, selling an estimated $2.66K and leaving 19,832 shares worth $2.11M. The position accounts for 0.01% of the portfolio, ranked #409.

Wealthspire Advisors (New York) first reported a position in VONV in Q4 2021 and has held it in 19 quarters since. 627 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

  • Wealthspire Advisors (New York) held 19,832 shares of Vanguard Russell 1000 Value ETF worth $2.11M as of Q2 2026.
  • Wealthspire Advisors (New York) sold 26 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $2.66K.
  • Vanguard Russell 1000 Value ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #409 holding.
  • Wealthspire Advisors (New York) first reported a position in Vanguard Russell 1000 Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 627 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.