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WestHill Financial Advisors’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

WestHill Financial 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
Q2 		$79.7M Sell
749,559
-417
-0.1% -$42.6K 13.57% 3
2026
Q1 		$70.3M Sell
749,976
-1,690
-0.2% -$162K 13.44% 3
2025
Q4 		$69.4M Buy
751,666
+5,403
+0.7% +$490K 13.18% 4
2025
Q3 		$66.7M Buy
746,263
+28,633
+4% +$2.5M 13.07% 3
2025
Q2 		$61.1M Sell
717,630
-1,780
-0.2% -$145K 12.97% 4
2025
Q1 		$59.4M Buy
719,410
+5,378
+0.8% +$450K 13.59% 3
2024
Q4 		$58M Buy
714,032
+15,555
+2% +$1.31M 13% 3
2024
Q3 		$58.2M Buy
698,477
+3,974
+0.6% +$318K 13.05% 3
2024
Q2 		$53.2M Sell
694,503
-1,557
-0.2% -$120K 12.9% 3
2024
Q1 		$54.7M Buy
696,060
+19,996
+3% +$1.49M 13.46% 3
2023
Q4 		$49M Buy
676,064
+6,638
+1% +$450K 13% 3
2023
Q3 		$44.6M Buy
669,426
+20,016
+3% +$1.39M 13.02% 3
2023
Q2 		$44.9M Buy
649,410
+7,294
+1% +$490K 12.72% 3
2023
Q1 		$42.9M Buy
642,116
+6,258
+1% +$424K 12.83% 4
2022
Q4 		$42.3M Sell
635,858
-3,600
-0.6% -$236K 13.53% 2
2022
Q3 		$38.2M Buy
639,458
+5,736
+0.9% +$378K 13.02% 3
2022
Q2 		$40.3M Buy
633,722
+16,519
+3% +$1.13M 13.29% 2
2022
Q1 		$44.9M Buy
617,203
+21,487
+4% +$1.55M 12.96% 3
2021
Q4 		$43.9M Buy
595,716
+17,316
+3% +$1.25M 12.42% 3
2021
Q3 		$39.7M Buy
+578,400
New +$40.7M 12.28% 3
2021
Q1 		$36.8M Buy
554,138
+9,736
+2% +$618K 13.08% 2
2020
Q4 		$32.6M Buy
+544,402
New +$30.7M 12.84% 3

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 22.96% 1-Year Est. Return

WestHill Financial Advisors's VONV Position: Q2 2026 in Review

WestHill Financial Advisors reduced its Vanguard Russell 1000 Value ETF (VONV) stake by 0.06% in Q2 2026, selling an estimated $42.6K and leaving 749,559 shares worth $79.7M. The position accounts for 13.57% of the portfolio, ranked #3.

WestHill Financial Advisors first reported a position in VONV in Q4 2020 and has held it in 22 quarters since. 622 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

  • WestHill Financial Advisors held 749,559 shares of Vanguard Russell 1000 Value ETF worth $79.7M as of Q2 2026.
  • WestHill Financial Advisors sold 417 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $42.6K.
  • Vanguard Russell 1000 Value ETF made up 13.57% of WestHill Financial Advisors's portfolio in Q2 2026, its #3 holding.
  • WestHill Financial Advisors first reported a position in Vanguard Russell 1000 Value ETF in Q4 2020 and has held it in 22 quarters since.
  • 622 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.