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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $38.4M |
| Exits | 8 | $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 |
| Royal Fund Management, LLC | 0.35% | Reduce -5.5% | 12,026 | $3.2M |
| Brown Financial Advisory | 2.30% | No change | 12,094 | $3.2M |
| Tritonpoint Wealth, LLC | 0.29% | New | 11,993 | $3.2M |
| Topel & Distasi Wealth Management, LLC | 1.34% | Reduce -5.8% | 11,694 | $3.1M |
| Truist Financial Corp. | 0.00% | Add +7.3% | 11,516 | $3.1M |
| Two Sigma Investments, LP | 0.01% | New | 10,200 | $2.7M |
| Enclave Advisors LLC | 0.44% | No change | 9,976 | $2.7M |
| Anson Capital, Inc. | 2.32% | Add +2.7% | 9,974 | $2.7M |
| Endowment Wealth Management, Inc. | 1.79% | Add +0.5% | 9,970 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -3.3% | 9,675 | $2.6M |
| Parallel Advisors, LLC | 0.06% | No change | 9,635 | $2.6M |
| AQR Capital Management | 0.00% | Add +91.3% | 9,290 | $2.5M |
| NewEdge Advisors, LLC | 0.01% | Add +105.9% | 8,824 | $2.4M |
| Blackston Financial Advisory Group, LLC | 1.17% | Reduce -9.7% | 8,795 | $2.3M |
| NorthCoast Asset Management LLC | 0.01% | Add +29.8% | 8,687 | $2.3M |
| JFS Wealth Advisors, LLC | 0.16% | No change | 8,595 | $2.3M |
| Retirement Planning Group, LLC / NY | 2.48% | — | 8,455 | $2.3M |
| Neuberger Berman Group LLC | 0.00% | Reduce -8.9% | 7,957 | $2.1M |
| Flagship Harbor Advisors, LLC | 0.11% | Add +10.4% | 7,950 | $2.1M |
| Keystone Financial Group | 0.20% | Add +7.5% | 7,675 | $2.0M |
| Wealthcare Advisory Partners LLC | 0.06% | Reduce -12.2% | 7,560 | $2.0M |
| PGIM Custom Harvest LLC | 0.04% | No change | 7,361 | $2.0M |
| Glenmede Trust Co. NA | 0.01% | No change | 6,880 | $1.8M |
| FourThought Financial Partners, LLC | 0.19% | Add +5.0% | 6,865 | $1.8M |
| AdvisorNet Financial, Inc | 0.15% | Add +1.8% | 6,652 | $1.8M |
| ETF Portfolio Partners, Inc. | 0.52% | No change | 6,540 | $1.7M |
| Mitchell McLeod Pugh & Williams Inc. | 0.36% | Reduce -1.6% | 6,366 | $1.7M |
| TD Private Client Wealth LLC | 0.04% | Reduce -2.8% | 5,691 | $1.5M |
| Wealthspire Advisors, LLC | 0.01% | Add +0.3% | 5,414 | $1.4M |
| PFW Advisors LLC | 0.44% | — | 5,382 | $1.4M |
| Landmark Wealth Management, LLC | 0.64% | Reduce -1.1% | 5,381 | $1.4M |
| Indiana Trust & Investment Management Co | 0.49% | No change | 5,355 | $1.4M |
| Mutual Advisors, LLC | 0.04% | Add +6.1% | 5,254 | $1.4M |
| Curi Capital, LLC | 0.03% | Add +198.9% | 5,296 | $1.4M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -14.2% | 5,219 | $1.4M |
| Sigma Planning Corp | 0.04% | Reduce -1.4% | 5,198 | $1.4M |
| Bank of Montreal | 0.00% | Reduce -10.0% | 5,097 | $1.4M |
| Hershey Financial Advisers, LLC | 1.13% | — | 4,807 | $1.3M |
| Strategic Financial Concepts, LLC | 0.25% | New | 4,806 | $1.3M |
| Prospera Financial Services Inc | 0.03% | Add +97.3% | 4,728 | $1.3M |
| Abacus Planning Group, Inc. | 0.21% | No change | 4,535 | $1.2M |
| Snider Financial Group | 0.37% | New | 4,528 | $1.2M |
| Jane Street Group, LLC | 0.00% | Add +140.0% | 4,385 | $1.2M |
| Welch Group, LLC | 0.05% | No change | 4,366 | $1.2M |
| Continuum Advisory, LLC | 0.15% | Add +1.6% | 4,258 | $1.1M |
| American Investment Services, Inc. | 0.20% | Reduce -0.4% | 4,229 | $1.1M |
| Geller Advisors LLC | 0.07% | Reduce -4.3% | 4,229 | $1.1M |
| Ethos Financial Group, LLC | 0.15% | Reduce -13.2% | 4,156 | $1.1M |
| Atria Investments, Inc | 0.01% | Add +0.3% | 4,089 | $1.1M |
| Compass Financial Group, INC | 0.21% | No change | 4,069 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -2.5% | 4,055 | $1.1M |
| Pinnacle Financial Partners Inc | 0.02% | No change | 3,901 | $1.0M |
| Clarius Group, LLC | 0.07% | No change | 3,741 | $998K |
| Crane Advisory, LLC | 0.16% | Reduce -0.3% | 3,491 | $940K |
| Golden Road Advisors LLC | 0.71% | No change | 3,520 | $939K |
| Becker Capital Management Inc. | 0.03% | Reduce -63.4% | 3,440 | $918K |
| Retirement Income Solutions, Inc. | 0.18% | Add +17.7% | 3,377 | $901K |
| Susquehanna International Group, LLP | 0.00% | Reduce -52.2% | 3,369 | $899K |
| Daymark Wealth Partners, LLC | 0.04% | No change | 3,358 | $896K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.40% | Reduce -0.7% | 3,348 | $893K |
| Bawa N Mallick Trust | 0.38% | — | 3,250 | $867K |
| Wick Capital Partners, LLC | 0.25% | Reduce -17.2% | 3,128 | $834K |
| Compass Wealth Management LLC | 0.20% | No change | 3,125 | $834K |
| Parsons Capital Management Inc. | 0.04% | Reduce -3.0% | 3,090 | $824K |
| Certuity, LLC | 0.09% | Add +0.6% | 3,058 | $816K |
| Global Retirement Partners, LLC | 0.02% | Reduce -23.7% | 3,009 | $803K |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -1.6% | 2,983 | $796K |
| Financial Counselors Inc. | 0.01% | No change | 2,848 | $760K |
| Twin Peaks Wealth Advisors, LLC | 0.31% | No change | 2,758 | $736K |
| Centricity Wealth Management, LLC | 0.68% | — | 2,721 | $726K |
| Fifth Third Wealth Advisors LLC | 0.04% | No change | 2,715 | $724K |
| BXM Wealth LLC | 1.00% | — | 2,690 | $717K |
| Madden Advisory Services, Inc. | 0.33% | Add +0.1% | 2,681 | $715K |
| Blue Trust, Inc. | 0.01% | Add +5.2% | 2,638 | $704K |
| Michels Family Financial, LLC | 0.64% | — | 2,625 | $700K |
| Corient Private Wealth LP | 0.00% | Reduce -11.2% | 2,509 | $669K |
| Retirement Financial Solutions, LLC | 0.35% | Add +0.3% | 2,451 | $654K |
| Citizens Financial Group Inc. | 0.01% | Reduce -0.9% | 2,404 | $641K |
| Verus Wealth Management, LLC | 0.72% | — | 2,398 | $640K |
| Modera Wealth Management, LLC | 0.01% | Reduce -4.7% | 2,344 | $625K |
| Sachem Hill LLC | 0.12% | Add +7.5% | 2,189 | $584K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.2% | 2,188 | $584K |
| Park Avenue Securities LLC | 0.01% | Add +2.3% | 2,135 | $569K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -7.2% | 2,101 | $560K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -36.2% | 2,101 | $560K |
| WealthShield Partners, LLC | 0.08% | Add +1.8% | 2,054 | $548K |
| HBK Sorce Advisory LLC | 0.02% | No change | 2,039 | $544K |
| Vident Advisory, LLC | 0.01% | New | 2,024 | $540K |
| Retirement Planning Group, LLC | 0.03% | No change | 1,910 | $509K |
| Goelzer Investment Management, Inc. | 0.03% | Add +42.6% | 1,834 | $489K |
| Oppenheimer & Co. Inc. | 0.01% | New | 1,802 | $481K |
| Fifth Third Bancorp | 0.00% | Add +8.8% | 1,740 | $464K |
| Private Advisor Group, LLC | 0.00% | Reduce -11.1% | 1,686 | $450K |
| Advisory Services Network, LLC | 0.01% | New | 1,663 | $444K |
| Glassman Wealth Services | 0.07% | No change | 1,655 | $441K |
| Strategic Blueprint, LLC | 0.03% | Add +18.0% | 1,652 | $441K |
| TD Waterhouse Canada Inc. | 0.00% | Add +1.9% | 1,617 | $431K |
| Citigroup Inc. | 0.00% | No change | 1,613 | $430K |
| American Capital Advisory, LLC | 0.24% | Add +3.9% | 1,604 | $428K |
| Retirement Capital Strategies | 0.16% | Add +1.7% | 1,595 | $425K |
| &partners | 0.01% | New | 1,577 | $425K |
| TLWM | 0.08% | Reduce -5.7% | 1,575 | $420K |
| PNC Financial Services Group, Inc. | 0.00% | Add +214.8% | 1,574 | $420K |
| Captrust Financial Advisors | 0.00% | Reduce -1.5% | 1,539 | $410K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 1,533 | $409K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.3% | 1,479 | $408K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -93.1% | 1,530 | $408K |
| AMG National Trust Bank | 0.01% | New | 1,435 | $384K |
| Mairs & Power Inc. | 0.00% | Reduce -27.9% | 1,437 | $383K |
| Oxbow Advisors, LLC | 0.05% | Reduce -4.4% | 1,420 | $379K |
| Hardy Reed LLC | 0.03% | Reduce -4.3% | 1,416 | $378K |
| Kingsview Wealth Management, LLC | 0.01% | Add +0.2% | 1,414 | $377K |
| Cornerstone Wealth Management, LLC | 0.03% | New | 1,411 | $376K |
| Thrivent Financial for Lutherans | 0.00% | No change | 1,372 | $375K |
| AA Financial Advisors, LLC | 0.10% | No change | 1,387 | $370K |
| Moser Wealth Advisors, LLC | 0.19% | Add +38.3% | 1,383 | $369K |
| Red Tortoise LLC | 0.19% | Reduce -0.1% | 1,363 | $364K |
| SageView Advisory Group, LLC | 0.02% | No change | 1,362 | $363K |
| ORG Partners LLC | 0.05% | Add +0.5% | 1,354 | $361K |
| Independent Advisor Alliance | 0.00% | New | 1,329 | $355K |
| Teachers Insurance & Annuity Association of America | 0.47% | Reduce -0.5% | 1,324 | $353K |
| Aveo Capital Partners, LLC | 0.04% | No change | 1,308 | $349K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1602.6% | 1,294 | $345K |
| Brogan Financial, Inc. | 0.17% | Add +0.3% | 1,281 | $342K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +0.3% | 1,272 | $339K |
| Argent Trust Co | 0.01% | No change | 1,250 | $333K |
| Mather Group, Llc. | 0.00% | No change | 1,239 | $331K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | New | 1,218 | $325K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -73.1% | 1,188 | $317K |
| 1900 Wealth Management LLC | 0.03% | Add +27.3% | 1,179 | $315K |
| Lido Advisors, LLC | 0.00% | Reduce -11.4% | 1,176 | $314K |
| Aerodigm Wealth, LLC | 0.18% | No change | 1,130 | $301K |
| Tranquility Partners, LLC | 0.11% | Reduce -1.1% | 1,122 | $299K |
| Nemes Rush Group LLC | 0.04% | New | 1,111 | $296K |
| AE Wealth Management LLC | 0.00% | Add +43.1% | 1,109 | $296K |
| JFG Wealth Management, LLC | 0.07% | No change | 1,107 | $295K |
| Cyndeo Wealth Partners, LLC | 0.02% | No change | 1,087 | $290K |
| Marcum Wealth, LLC | 0.02% | No change | 1,049 | $280K |
| Carolinas Wealth Consulting LLC | 0.05% | No change | 1,044 | $278K |
| Intrua Financial, LLC | 0.04% | Reduce -16.3% | 1,028 | $274K |
| Global Strategic Investment Solutions, LLC | 0.03% | Add +0.2% | 1,026 | $274K |
| Capital Investment Advisory Services, LLC | 0.03% | No change | 1,026 | $274K |
| Narwhal Capital Management | 0.02% | No change | 1,011 | $270K |
| Heritage Family Offices, LLP | 0.13% | No change | 1,002 | $267K |
| Vestia Personal Wealth Advisors | 0.21% | Reduce -10.8% | 969 | $258K |
| Valmark Advisers, Inc. | 0.00% | Reduce -2.0% | 957 | $255K |
| Berkeley, Inc | 0.12% | Reduce -49.9% | 905 | $241K |
| Mma Asset Management LLC | 0.10% | New | 900 | $240K |
| Redhawk Wealth Advisors, Inc. | 0.03% | No change | 900 | $240K |
| Hazlett, Burt & Watson, Inc. | 0.11% | No change | 901 | $240K |
| O'Dell Group, LLC | 0.05% | Add +0.3% | 896 | $239K |
| Inspirion Wealth Advisors, LLC | 0.03% | No change | 887 | $238K |
| Tiaa Trust, National Association | 0.00% | Reduce -14.8% | 872 | $233K |
| Emergent Wealth Advisors, LLC | 0.17% | No change | 865 | $231K |
| PUREfi Wealth, LLC | 0.22% | — | 857 | $229K |
| Strategic Financial Services, Inc. | 0.01% | No change | 850 | $227K |
| Ancora Advisors LLC | 0.01% | No change | 845 | $225K |
| Ieq Capital, LLC | 0.00% | Add +0.7% | 835 | $223K |
| BlackRock, Inc. | 0.00% | New | 833 | $222K |
| Solidarity Wealth, LLC | 0.06% | New | 824 | $220K |
| World Investment Advisors | 0.01% | Reduce -58.9% | 820 | $219K |
| McLean Asset Management Corp | 0.07% | Add +0.1% | 816 | $218K |
| Avior Wealth Management, LLC | 0.01% | Add +133.1% | 816 | $218K |
| Rehmann Capital Advisory Group | 0.01% | No change | 806 | $215K |
| Fort Sheridan Advisors LLC | 0.03% | Reduce -2.9% | 804 | $215K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.1% | 803 | $214K |
| Brown Advisory Inc. | 0.00% | No change | 800 | $213K |
| IHT Wealth Management, LLC | 0.01% | Reduce -11.4% | 778 | $207K |
| Financial Management Professionals, Inc. | 0.03% | No change | 743 | $198K |
| Blair William & Co. | 0.00% | No change | 700 | $187K |
| CoreCap Advisors, LLC | 0.01% | Add +36.2% | 632 | $169K |
| US Bancorp \de | 0.00% | Reduce -3.3% | 562 | $150K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -5.4% | 544 | $145K |
| IFP Advisors, Inc | 0.00% | Reduce -15.8% | 521 | $139K |
| DT Investment Partners, LLC | 0.01% | No change | 477 | $127K |
| NorthRock Partners, LLC | 0.00% | No change | 365 | $97K |
| Rainier Family Wealth Inc. | 0.10% | — | 320 | $85K |
| Human Investing LLC | 0.01% | New | 302 | $81K |
| MCF Advisors LLC | 0.00% | New | 238 | $64K |
| Fort Vancouver Investment Management, LLC | 0.05% | No change | 238 | $63K |
| Beacon Capital Management, LLC | 0.01% | No change | 220 | $59K |
| Venturi Wealth Management, LLC | 0.00% | No change | 191 | $51K |
| West Branch Capital LLC | 0.02% | No change | 179 | $48K |
| Synergy Asset Management, LLC | 0.00% | New | 180 | $47K |
| Assetmark, Inc. | 0.00% | Add +113.9% | 169 | $45K |
| Farther Finance Advisors, LLC | 0.00% | New | 160 | $43K |
| IAG Wealth Partners, LLC | 0.01% | No change | 158 | $42K |
| Geneos Wealth Management Inc. | 0.00% | No change | 145 | $39K |
| National Bank of Canada | 0.00% | No change | 140 | $37K |
| Peoples Bank | 0.02% | No change | 130 | $35K |
| FSC Wealth Advisors, LLC | 0.02% | No change | 124 | $33K |
| Mitchell Sinkler & Starr | 0.01% | No change | 100 | $27K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 100 | $27K |
| SBI Securities Co., Ltd. | 0.00% | — | 100 | $27K |
| TCTC Holdings, LLC | 0.00% | No change | 93 | $25K |
| Harbour Investments, Inc. | 0.00% | Add +1.2% | 86 | $23K |
| Cwm, LLC | 0.00% | Reduce -19.8% | 81 | $22K |
| Howe & Rusling Inc. | 0.00% | No change | 80 | $21K |
| Financial Gravity Companies, Inc. | 0.00% | No change | 80 | $21K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 60 | $16K |
| Kings Path Partners LLC | 0.01% | Reduce -17.5% | 52 | $14K |
| Comprehensive Financial Planning, Inc. | 0.01% | — | 51 | $14K |
| Signaturefd, LLC | 0.00% | No change | 50 | $13K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 42 | $11K |
| Central Pacific Bank - Trust Division | 0.00% | Add +29.2% | 31 | $8K |
| Chesapeake Asset Management LLC | 0.01% | New | 23 | $6K |
| Russell Investments Group, Ltd. | 0.00% | No change | 21 | $6K |
| NFSG Corp | 0.00% | No change | 20 | $5K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -7.7% | 12 | $3K |
| VSM Wealth Advisory, LLC | 0.00% | — | 10 | $3K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 10 | $3K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 3 | $800 |
| SWAN Capital LLC | 0.00% | No change | 2 | $556 |
| Amundi | 0.00% | Reduce -99.9% | 1 | $269 |
"% of holder's portfolio" is VONE's weight in each manager's 13F, not the share of Vanguard Russell 1000 the manager owns.