Vanguard Russell 1000VONEETF

13F holders, Q4 2024 (December 31)
314holders +28
25new positions
8sold out
2famous investors
$266.74avg. 13F price*

At the end of Q4 2024, 314 institutions reported holding Vanguard Russell 1000 (VONE) in their 13F filings, up 28 from Q3 2024. 25 opened new positions and 8 sold out. The largest holders were Ameriprise Financial Inc. ($210.5M), FMR LLC ($207.3M) and Red Cedar Investment Management, LLC ($180.1M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Vanguard Russell 1000
CUSIP
92206C730
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 271Q1 2024Q2 2024: 280Q2 2024Q3 2024: 286Q3 2024Q4 2024: 314Q4 2024Q1 2025: 315Q1 2025Q2 2025: 334Q2 2025Q3 2025: 344Q3 2025Q4 2025: 377Q4 2025Q1 2026: 386Q1 2026Q2 2026: 410Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions25$38.4M
Exits8$13.1M

All 13F filers, Q3 2024 → Q4 2024: 772,347 shares bought and 643,103 shares sold, net +129,244 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 314 holders

Ameriprise Financial Inc. 0.05% Reduce -1.3% 789,223 $210.5M
FMR LLC 0.01% Reduce -29.7% 777,089 $207.3M
Red Cedar Investment Management, LLC 22.62% Reduce -0.6% 675,069 $180.1M
Bank of America Corp. 0.02% Add +63.9% 639,300 $170.5M
Morgan Stanley 0.01% Add +12.7% 606,645 $161.8M
UBS Group AG 0.04% Add +1.3% 604,823 $161.3M
Stifel Financial Corp. 0.10% Add +7.7% 353,423 $94.3M
Waverly Advisors, LLC 1.24% Reduce -2.3% 301,309 $80.4M
Raymond James Financial Inc. 0.03% — 273,462 $72.9M
Hilltop Partners LLC 24.67% Reduce -5.7% 271,448 $72.4M
Austin Private Wealth, LLC 6.43% Reduce -9.9% 256,812 $68.5M
Envestnet Asset Management Inc. 0.02% Add +4.5% 242,244 $64.6M
Goldman Sachs Group Inc. 0.01% Reduce -1.4% 227,410 $60.7M
Wells Fargo & Company 0.01% Add +36.0% 226,226 $60.3M
Bank of New York Mellon Corp 0.01% Add +0.9% 223,904 $59.7M
Flower City Capital 34.59% Reduce -1.0% 211,972 $56.5M
Cerity Partners LLC 0.12% Reduce -15.9% 209,088 $55.7M
Sherrill & Hutchins Financial Advisory, Inc 37.96% Reduce -5.6% 160,991 $42.9M
MAI Capital Management 0.27% Add +2.8% 133,967 $35.7M
Heartwood Wealth Advisors LLC 3.83% Add +0.7% 127,426 $34.0M
Beacon Pointe Advisors, LLC 0.35% Reduce -1.6% 119,289 $31.8M
HighTower Advisors, LLC 0.04% Reduce -0.8% 109,337 $29.2M
LPL Financial LLC 0.01% Reduce -5.0% 106,491 $28.4M
Wealth Enhancement Advisory Services, LLC 0.05% Reduce -0.3% 105,505 $28.1M
Evoke Wealth, LLC 0.71% Add +1.4% 96,137 $25.6M
Modern Wealth Management, LLC 0.95% Add +3.6% 95,821 $25.6M
Mercer Global Advisors Inc. 0.05% Add +9.7% 83,534 $22.3M
Atria Wealth Solutions, Inc. 0.24% Reduce -6.4% 82,340 $22.0M
Private Capital Management LLC 4.19% Reduce -10.4% 78,670 $21.0M
Hirtle & Co., LLC 1.02% Reduce -18.6% 78,571 $21.0M
Keybank National Association 0.08% Reduce -0.7% 74,442 $19.9M
Kickstand Ventures, Llc. 5.02% Add +9.8% 73,666 $19.6M
Old National Bancorp 0.45% Add +15.7% 71,511 $19.1M
Brookstone Capital Management 0.27% Add +7.5% 69,825 $18.6M
Pathstone Holdings, LLC 0.08% No change 66,756 $17.8M
MML Investors Services, LLC 0.06% Add +14.2% 66,634 $17.8M
Litman Gregory Wealth Management LLC 1.50% Reduce -1.9% 65,072 $17.4M
Stegner Investment Associates Inc. 11.07% Add +0.3% 62,722 $16.7M
Cherrydale Wealth Management, LLC 6.44% Add +68.8% 62,406 $16.6M
Opus Capital Group, LLC 1.94% Reduce -1.0% 57,247 $15.3M
Cetera Investment Advisers 0.03% Add +1.6% 54,726 $14.6M
Arbor Investment Advisors, LLC 2.02% Reduce -2.2% 53,720 $14.3M
Sawgrass Asset Management LLC 1.47% No change 50,222 $13.4M
Parkside Financial Bank & Trust 1.70% Add +5.2% 48,033 $12.8M
Cambridge Investment Research Advisors, Inc. 0.04% Add +648.6% 44,645 $11.9M
Northern Trust Corp. 0.00% Add +32.1% 44,643 $11.9M
Focus Partners Wealth 0.03% Reduce -4.9% 44,140 $11.8M
Choreo, LLC 0.17% Add +16.1% 44,028 $11.7M
Pitcairn Co. 0.69% No change 43,828 $11.7M
Northwestern Mutual Wealth Management Co. 0.01% Add +14.0% 43,521 $11.6M
JPMorgan Chase & Co. 0.00% Add +13.9% 41,229 $11.0M
Vanguard Group Inc. 0.00% Add +0.2% 38,298 $10.2M
Halbert Hargrove Global Advisors, LLC 0.54% Reduce -12.6% 36,388 $9.7M
Rialto Wealth Management, LLC 3.19% — 36,194 $9.7M
Cozad Asset Management Inc. 0.89% Add +8.8% 35,837 $9.6M
Coldstream Capital Management Inc. 0.20% Reduce -9.6% 35,176 $9.4M
Apella Capital, LLC 0.36% New 34,754 $9.3M
Thrive Wealth Management, LLC 1.59% Add +0.3% 33,252 $8.9M
M&T Bank Corp 0.03% No change 32,014 $8.5M
Royal Bank of Canada 0.00% Reduce -20.4% 30,409 $8.1M
Founders Capital Management, LLC 1.43% No change 30,204 $8.1M
Jackson Wealth Management, LLC 0.90% New 29,719 $7.9M
Comerica Bank 0.03% Reduce -0.9% 29,422 $7.8M
Aaron Wealth Advisors LLC 0.89% Add +1.3% 28,810 $7.7M
Creative Planning 0.01% Reduce -33.9% 26,005 $6.9M
SoundView Advisors Inc. 2.76% — 25,063 $6.7M
Savant Capital, LLC 0.05% Add +15.3% 25,047 $6.7M
Mariner, LLC 0.01% Reduce -3.3% 24,816 $6.6M
Note Advisors, LLC 5.81% — 24,579 $6.6M
Avantax Advisory Services, Inc. 0.04% Reduce -1.6% 23,900 $6.4M
Commonwealth Equity Services, LLC 0.01% Add +17.6% 22,943 $6.1M
Stratos Wealth Advisors, LLC 0.29% Add +0.7% 22,661 $6.0M
LPWM LLC 1.76% Reduce -3.6% 20,545 $5.5M
Capstone Financial Advisors, Inc. 0.34% Reduce -1.1% 20,412 $5.4M
Cambridge Associates LLC /Ma/ 0.17% No change 20,387 $5.4M
Allworth Financial LP 0.03% Add +3.4% 19,581 $5.4M
Jones Financial Companies LLLP 0.01% Add +40.8% 19,764 $5.3M
M Holdings Securities, Inc. 0.83% Add +7.3% 19,332 $5.2M
First Manhattan Co. Llc. 0.01% Reduce -7.5% 19,226 $5.1M
Clearstead Advisors, LLC 0.08% Add +0.1% 19,005 $5.1M
CBIZ Investment Advisory Services, LLC 0.25% No change 18,901 $5.0M
US Financial Advisors, LLC 1.51% Reduce -0.9% 18,416 $4.9M
Alesco Advisors, LLC, An ESL Co 0.15% Reduce -0.5% 18,247 $4.9M
Osaic Holdings, Inc. 0.01% Add +2.8% 17,539 $4.7M
Nadler Financial Group, Inc. 0.49% Add +14.6% 17,515 $4.7M
Renaissance Technologies 0.01% Add +133.8% 17,300 $4.6M
Nova R Wealth, Inc. 2.29% Reduce -1.7% 16,996 $4.5M
Hapanowicz & Associates Financial Services, Inc 2.27% Reduce -2.8% 16,915 $4.5M
Regions Financial Corp. 0.03% Reduce -2.5% 15,710 $4.2M
CMH Wealth Management LLC 0.96% Reduce -10.5% 15,684 $4.2M
Studio Investment Management LLC 0.89% Add +0.4% 15,676 $4.2M
Warwick Investment Management, Inc. 0.86% New 15,575 $4.2M
Arete Wealth Advisors, LLC 0.30% New 15,486 $4.1M
Commerce Bank 0.03% Add +28.0% 15,269 $4.1M
Zhang Financial LLC 0.23% Add +0.1% 15,054 $4.0M
Baird Financial Group, Inc. 0.01% No change 14,717 $3.9M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -10.7% 14,128 $3.8M
Sapient Capital LLC 0.07% Add +19.4% 13,499 $3.6M
Vigilare Wealth Management 1.42% Reduce -28.8% 13,095 $3.5M
Foster & Motley Inc. 0.22% Reduce -18.8% 12,707 $3.4M

"% of holder's portfolio" is VONE's weight in each manager's 13F, not the share of Vanguard Russell 1000 the manager owns.

Show all 314 holders