FourThought Financial Partners, LLC VONV — VANGUARD RUSSELL 1000 VALUE ETF

Ownership history in FourThought Financial Partners, LLC  ·  14 quarters on record

AI Ownership Summary

FourThought Financial Partners, LLC reported VANGUARD RUSSELL 1000 VALUE ETF (VONV) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.97% in 2024 Q4. The latest visible filing shows VONV at 1.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VONV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FourThought Financial Partners, LLC's position in VANGUARD RUSSELL 1000 VALUE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VONV was reported at 1.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.97% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VONV stock page FourThought Financial Partners, LLC fund profile FourThought Financial Partners, LLC full holdings
How FourThought Financial Partners, LLC held VONV — position size vs. price
% of Fund (quarterly)    VONV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 139,704 -2,558 -1.8% 1.13% $13.1M 2026-05-07 $101.77
2025 Q4 REDUCED — — — 142,262 -3,942 -2.7% 1.11% $13.1M 2026-02-06 $98.12
2025 Q3 ADDED — — — 146,204 +23,328 +19.0% 1.15% $13.1M 2025-11-13 $89.32
2025 Q2 ADDED — — — 122,876 +18,269 +17.5% 1.03% $10.5M 2025-08-12 $85.39
2025 Q1 REDUCED 70.3% +3.7% ❌ 104,607 -247,558 -70.3% 0.90% $8.6M 2025-05-07 $79.22
2024 Q4 ADDED — — — 352,165 +280,100 +388.7% 2.97% $28.6M 2025-02-04 $82.79
2024 Q3 ADDED — — — 72,065 +14,614 +25.4% 0.71% $6.0M 2024-11-13 $83.17
2024 Q2 ADDED — — — 57,451 +18,604 +47.9% 0.57% $4.4M 2024-08-13 $75.83
2024 Q1 ADDED — — — 38,847 +9,461 +32.2% 0.35% $3.1M 2024-05-14 $74.91
2023 Q4 REDUCED — — — 29,386 -53 -0.2% 0.27% $2.1M 2024-02-06 $69.84
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VONV

As of 2026 Q1 — sorted by position size

Hapanowicz & Associates Financial Services, Inc 3Y 7Y 22.96% WestHill Financial Advisors, Inc. 3Y 13.44% Adventist Health System/ West 3Y 11.52% Windward Private Wealth Management Inc. 3Y 9.91% Global Strategic Investment Solutions, LLC 3Y 8.37% Brandywine Asset Management, Inc. 7.31% Bernardo Wealth Planning LLC 3Y 7Y 6.17% Wealth Dimensions Group, Ltd. 3Y 6.16% SENTINEL WEALTH MANAGEMENT, INC. 5.94% Aaron Wealth Advisors LLC 3Y 5.78%

FAQ About FourThought Financial Partners, LLC and VONV

These are the practical questions this page is built to answer before you even open the full history table.

How long has FourThought Financial Partners, LLC reported owning VONV?

FourThought Financial Partners, LLC reported VONV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VONV position in FourThought Financial Partners, LLC's portfolio?

The largest reported portfolio weight for VONV was 2.97% in 2024 Q4.

What is the latest reported VONV position on this page?

The most recent filing on this page is 2026 Q1, when FourThought Financial Partners, LLC reported 139,704 shares, equal to 1.13% of portfolio, with an estimated market value of $13.1M.

What does the chart on this VONV ownership page compare?

The chart compares FourThought Financial Partners, LLC's quarterly VONV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FourThought Financial Partners, LLC time their VONV position?

Based on 13F filing dates vs. subsequent VONV price moves, FourThought Financial Partners, LLC correctly timed 5 out of 13 reported position changes (38%). The annualised alpha on VONV relative to SPY over the holding period was -5.3%.

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