World Investment Advisors’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

World Investment 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	$3.11M	Sell	32,298 -1,254	-4%	-$128K	0.05%	370
2026 Q1	$3.15M	Buy	33,552 +516	+2%	+$49.6K	0.05%	367
2025 Q4	$3.05M	Buy	33,036 +7,576	+30%	+$687K	0.05%	370
2025 Q3	$2.28M	Sell	25,460 -281	-1%	-$24.5K	0.05%	373
2025 Q2	$2.19M	Sell	25,741 -17	-0.1%	-$1.38K	0.05%	361
2025 Q1	$2.13M	Buy	25,758 +256	+1%	+$21.4K	0.06%	342
2024 Q4	$2.07M	Buy	25,502 +1,014	+4%	+$85.4K	0.06%	323
2024 Q3	$2.04M	Buy	24,488 +437	+2%	+$34.9K	0.06%	293
2024 Q2	$1.84M	Buy	24,051 +74	+0.3%	+$5.68K	0.11%	171
2024 Q1	$1.89M	Buy	+23,977	New	+$1.78M	0.27%	85

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

World Investment Advisors's VONV Position: Q2 2026 in Review

World Investment Advisors reduced its Vanguard Russell 1000 Value ETF (VONV) stake by 3.7% in Q2 2026, selling an estimated $128K and leaving 32,298 shares worth $3.11M. The position accounts for 0.05% of the portfolio, ranked #370.

World Investment Advisors first reported a position in VONV in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.15M in Q1 2026. 622 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

World Investment Advisors held 32,298 shares of Vanguard Russell 1000 Value ETF worth $3.11M as of Q2 2026.
World Investment Advisors sold 1,254 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $128K.
Vanguard Russell 1000 Value ETF made up 0.05% of World Investment Advisors's portfolio in Q2 2026, its #370 holding.
World Investment Advisors first reported a position in Vanguard Russell 1000 Value ETF in Q1 2024 and has held it in 10 quarters since.
World Investment Advisors's Vanguard Russell 1000 Value ETF position peaked at $3.15M in Q1 2026.
622 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.