Vanguard Russell 1000VONEETF

13F holders, Q1 2025 (March 31)
315holders +1
25new positions
21sold out
2famous investors
$253.79avg. 13F price*

At the end of Q1 2025, 315 institutions reported holding Vanguard Russell 1000 (VONE) in their 13F filings, up 1 from Q4 2024. 25 opened new positions and 21 sold out. The largest holders were Morgan Stanley ($225.6M), FMR LLC ($198.7M) and Ameriprise Financial Inc. ($195.9M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions25$42.8M
Exits21$20.4M

All 13F filers, Q4 2024 → Q1 2025: 1,015,399 shares bought and 610,578 shares sold, net +404,821 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 315 holders

Morgan Stanley 0.02% Add +46.5% 888,721 $225.6M
FMR LLC 0.01% Add +0.7% 782,537 $198.7M
Ameriprise Financial Inc. 0.05% Reduce -2.2% 771,725 $195.9M
UBS Group AG 0.04% Add +11.4% 673,626 $171.0M
Red Cedar Investment Management, LLC 20.65% Reduce -12.9% 588,023 $149.3M
Bank of America Corp. 0.01% Reduce -10.4% 572,521 $145.3M
Stifel Financial Corp. 0.11% Add +11.6% 394,501 $100.1M
Waverly Advisors, LLC 0.92% Reduce -1.2% 297,773 $75.6M
Raymond James Financial Inc. 0.03% Reduce -1.7% 268,897 $68.3M
Bank of New York Mellon Corp 0.01% Add +12.8% 252,460 $64.1M
Envestnet Asset Management Inc. 0.02% Add +0.4% 243,125 $61.7M
Flower City Capital 37.47% Add +6.2% 225,103 $57.1M
Wells Fargo & Company 0.01% Reduce -2.0% 221,741 $56.3M
Cerity Partners LLC 0.11% Add +0.0% 209,093 $53.1M
Goldman Sachs Group Inc. 0.01% Reduce -13.4% 197,019 $50.0M
Austin Private Wealth, LLC 4.24% Reduce -27.6% 185,805 $47.2M
Hilltop Partners LLC 15.66% Reduce -32.7% 182,775 $46.4M
Sherrill & Hutchins Financial Advisory, Inc 35.14% Add +0.9% 162,372 $41.2M
MAI Capital Management 0.27% Add +5.0% 140,705 $35.7M
Heartwood Wealth Advisors LLC 4.06% Add +10.0% 140,192 $35.6M
Baird Financial Group, Inc. 0.06% Add +776.6% 129,006 $32.7M
Apella Capital, LLC 1.06% Add +262.6% 125,999 $31.0M
Beacon Pointe Advisors, LLC 0.33% Reduce -2.8% 116,005 $29.4M
HighTower Advisors, LLC 0.04% Add +2.0% 111,552 $28.3M
LPL Financial LLC 0.01% Reduce -2.5% 103,867 $26.4M
Wealth Enhancement Advisory Services, LLC 0.05% Reduce -3.4% 101,935 $25.9M
Evoke Wealth, LLC 0.64% Add +0.7% 96,853 $24.6M
Modern Wealth Management, LLC 0.78% Add +0.6% 96,419 $24.5M
Mercer Global Advisors Inc. 0.05% Add +2.4% 85,553 $21.7M
Old National Bancorp 0.55% Add +15.5% 82,616 $21.0M
Hirtle & Co., LLC 0.92% Add +1.0% 79,391 $20.2M
MML Investors Services, LLC 0.07% Add +17.1% 78,008 $19.8M
SouthState Bank Corp 0.87% New 75,301 $19.1M
Atria Wealth Solutions, Inc. 0.22% Reduce -11.3% 73,076 $18.6M
Keybank National Association 0.07% Reduce -8.5% 68,097 $17.3M
Kickstand Ventures, Llc. 4.40% Reduce -8.8% 67,223 $17.1M
Pathstone Holdings, LLC 0.07% Reduce -0.3% 66,576 $16.9M
Pasadena Private Wealth, LLC 3.25% New 66,378 $16.9M
Cherrydale Wealth Management, LLC 6.51% Add +4.0% 64,898 $16.5M
Litman Gregory Wealth Management LLC 1.38% Reduce -2.5% 63,452 $16.1M
Stegner Investment Associates Inc. 11.16% Add +0.3% 62,902 $16.0M
Arbor Investment Advisors, LLC 2.16% Add +15.6% 62,107 $15.8M
Opus Capital Group, LLC 1.89% Add +0.9% 57,738 $14.7M
Cetera Investment Advisers 0.03% Reduce -0.5% 54,439 $13.8M
Parkside Financial Bank & Trust 1.68% Add +8.5% 52,100 $13.2M
Vanguard Group Inc. 0.00% Add +34.0% 51,326 $13.0M
Choreo, LLC 0.20% Add +14.2% 50,269 $12.8M
Sawgrass Asset Management LLC 1.54% Reduce -1.6% 49,437 $12.6M
Cambridge Investment Research Advisors, Inc. 0.04% Add +10.3% 49,226 $12.5M
Northwestern Mutual Wealth Management Co. 0.01% Add +2.8% 44,740 $11.4M
Northern Trust Corp. 0.00% No change 44,643 $11.3M
Pitcairn Co. 0.67% Reduce -0.2% 43,749 $11.1M
JPMorgan Chase & Co. 0.00% Add +2.9% 42,406 $10.8M
Focus Partners Wealth 0.03% Reduce -6.5% 41,282 $10.5M
Brookstone Capital Management 0.15% Reduce -41.4% 40,932 $10.4M
Cozad Asset Management Inc. 0.92% Add +0.9% 36,150 $9.2M
Rialto Wealth Management, LLC 2.86% Reduce -0.9% 35,882 $9.1M
Coldstream Capital Management Inc. 0.19% Reduce -2.4% 34,335 $8.7M
Avantax Advisory Services, Inc. 0.05% Add +43.4% 34,281 $8.7M
Halbert Hargrove Global Advisors, LLC 0.50% Reduce -5.9% 34,248 $8.7M
M&T Bank Corp 0.03% No change 32,014 $8.1M
Thrive Wealth Management, LLC 1.51% Reduce -6.5% 31,098 $7.9M
Founders Capital Management, LLC 1.42% No change 30,204 $7.7M
FourThought Financial Partners, LLC 0.78% Add +329.4% 29,481 $7.5M
Royal Bank of Canada 0.00% Reduce -7.3% 28,181 $7.2M
Aaron Wealth Advisors LLC 0.82% Reduce -2.5% 28,076 $7.1M
Jones Financial Companies LLLP 0.01% Add +42.8% 28,216 $7.1M
Comerica Bank 0.03% Reduce -4.7% 28,033 $7.1M
Mariner, LLC 0.01% Add +6.6% 26,444 $6.7M
Creative Planning 0.01% Add +0.6% 26,161 $6.6M
SoundView Advisors Inc. 2.62% Reduce -0.1% 25,026 $6.4M
Osaic Holdings, Inc. 0.01% Add +40.3% 24,608 $6.3M
Commonwealth Equity Services, LLC 0.01% Add +6.4% 24,404 $6.2M
Note Advisors, LLC 5.08% Reduce -1.3% 24,252 $6.2M
Savant Capital, LLC 0.05% Reduce -5.8% 23,588 $6.0M
Stratos Wealth Advisors, LLC 0.32% Add +1.2% 22,938 $5.8M
Allworth Financial LP 0.03% Add +13.7% 22,269 $5.5M
Capstone Financial Advisors, Inc. 0.32% Reduce -0.6% 20,292 $5.2M
Arete Wealth Advisors, LLC 0.38% Add +27.5% 19,750 $5.0M
CBIZ Investment Advisory Services, LLC 0.23% No change 18,901 $4.8M
First Manhattan Co. Llc. 0.01% Reduce -5.0% 18,256 $4.6M
US Financial Advisors, LLC 1.36% Reduce -1.3% 18,181 $4.6M
Alesco Advisors, LLC, An ESL Co 0.14% Reduce -0.7% 18,112 $4.6M
M Holdings Securities, Inc. 0.74% Reduce -9.8% 17,433 $4.4M
Nadler Financial Group, Inc. 0.49% Reduce -0.8% 17,375 $4.4M
Hapanowicz & Associates Financial Services, Inc 2.43% Add +1.7% 17,209 $4.4M
Nova R Wealth, Inc. 2.11% Reduce -1.2% 16,795 $4.3M
Commerce Bank 0.03% Add +9.5% 16,725 $4.2M
Zhang Financial LLC 0.22% Add +7.0% 16,113 $4.1M
LPWM LLC 1.29% Reduce -23.2% 15,787 $4.0M
Regions Financial Corp. 0.03% Reduce -0.5% 15,635 $4.0M
Warwick Investment Management, Inc. 0.82% No change 15,575 $4.0M
CMH Wealth Management LLC 0.98% Reduce -1.7% 15,419 $3.9M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -1.6% 13,895 $3.5M
AQR Capital Management 0.00% Add +46.5% 13,611 $3.5M
Sapient Capital LLC 0.07% Reduce -2.5% 13,166 $3.3M
Brown Financial Advisory 1.92% Reduce -0.8% 11,997 $3.0M
Clearstead Advisors, LLC 0.05% Reduce -39.0% 11,585 $2.9M
Truist Financial Corp. 0.00% Reduce -5.6% 10,870 $2.8M
Foster & Motley Inc. 0.17% Reduce -17.2% 10,521 $2.7M
Captrust Financial Advisors 0.01% Add +574.7% 10,384 $2.6M
Enclave Advisors LLC 0.43% No change 9,976 $2.5M
Vigilare Wealth Management 0.99% Reduce -25.8% 9,720 $2.5M
Parallel Advisors, LLC 0.06% No change 9,635 $2.4M
Endowment Wealth Management, Inc. 1.54% Reduce -5.1% 9,459 $2.4M
Topel & Distasi Wealth Management, LLC 1.11% Reduce -19.9% 9,367 $2.4M
Kestra Advisory Services, LLC 0.01% Reduce -5.1% 9,184 $2.3M
JFS Wealth Advisors, LLC 0.15% No change 8,595 $2.2M
NewEdge Advisors, LLC 0.01% Reduce -2.6% 8,590 $2.2M
Retirement Planning Group, LLC / NY 2.17% Reduce -0.6% 8,402 $2.1M
Blackston Financial Advisory Group, LLC 1.42% Reduce -6.6% 8,214 $2.1M
Flagship Harbor Advisors, LLC 0.11% Add +0.5% 7,990 $2.0M
Keystone Financial Group 0.21% Add +3.8% 7,965 $2.0M
Renaissance Technologies 0.00% Reduce -55.5% 7,700 $2.0M
Wealthcare Advisory Partners LLC 0.05% Add +1.3% 7,655 $1.9M
AdvisorNet Financial, Inc 0.14% Add +12.7% 7,494 $1.9M
PGIM Custom Harvest LLC 0.04% No change 7,361 $1.9M
Sachem Hill LLC 0.36% Add +232.8% 7,285 $1.8M
Neuberger Berman Group LLC 0.00% Reduce -10.2% 7,143 $1.8M
Susquehanna International Group, LLP 0.00% Add +108.1% 7,011 $1.8M
NorthCoast Asset Management LLC 0.01% Reduce -20.5% 6,905 $1.8M
Glenmede Trust Co. NA 0.01% No change 6,880 $1.7M
ETF Portfolio Partners, Inc. 0.50% No change 6,540 $1.7M
Precedent Wealth Partners, LLC 0.46% New 6,537 $1.7M
Corient Private Wealth LP 0.00% Add +155.0% 6,398 $1.6M
Mitchell McLeod Pugh & Williams Inc. 0.33% No change 6,366 $1.6M
Royal Fund Management, LLC 0.18% Reduce -49.5% 6,072 $1.6M
AE Wealth Management LLC 0.01% Add +449.5% 6,094 $1.5M
Bank of Montreal 0.00% Add +12.9% 5,755 $1.5M
Landmark Wealth Management, LLC 0.61% Add +1.8% 5,475 $1.4M
Studio Investment Management LLC 0.29% Reduce -65.1% 5,470 $1.4M
PFW Advisors LLC 0.43% Add +1.5% 5,463 $1.4M
Wealthspire Advisors, LLC 0.01% Add +0.3% 5,430 $1.4M
Indiana Trust & Investment Management Co 0.49% No change 5,355 $1.4M
TD Private Client Wealth LLC 0.04% Reduce -6.8% 5,301 $1.3M
Strategic Financial Concepts, LLC 0.25% Add +9.9% 5,282 $1.3M
Mutual Advisors, LLC 0.04% Add +2.0% 5,360 $1.3M
Sigma Planning Corp 0.04% Add +0.4% 5,219 $1.3M
Fifth Third Wealth Advisors LLC 0.07% Add +83.9% 4,993 $1.3M
AMG National Trust Bank 0.03% Add +233.8% 4,790 $1.2M
Anson Capital, Inc. 1.00% Reduce -54.2% 4,566 $1.2M
Abacus Planning Group, Inc. 0.20% No change 4,535 $1.2M
American Investment Services, Inc. 0.20% Add +7.1% 4,531 $1.2M
Curi Capital, LLC 0.03% Reduce -15.7% 4,463 $1.1M
Ethos Financial Group, LLC 0.11% No change 4,156 $1.1M
Snider Financial Group 0.36% Reduce -3.6% 4,363 $1.1M
Continuum Advisory, LLC 0.14% No change 4,258 $1.1M
Welch Group, LLC 0.05% Reduce -3.0% 4,237 $1.1M
Prospera Financial Services Inc 0.02% Reduce -12.1% 4,156 $1.1M
Compass Financial Group, INC 0.20% No change 4,069 $1.0M
Parsons Capital Management Inc. 0.06% Add +30.3% 4,026 $1.0M
Atria Investments, Inc 0.01% Reduce -3.4% 3,949 $1.0M
Pinnacle Financial Partners Inc 0.02% No change 3,901 $990K
Sequoia Financial Advisors, LLC 0.01% Reduce -7.6% 3,747 $951K
Clarius Group, LLC 0.06% No change 3,741 $950K
Golden Road Advisors LLC 0.70% No change 3,520 $894K
Becker Capital Management Inc. 0.03% No change 3,440 $873K
Integrated Wealth Concepts LLC 0.01% Reduce -34.6% 3,415 $867K
Retirement Income Solutions, Inc. 0.18% No change 3,377 $857K
Daymark Wealth Partners, LLC 0.04% No change 3,358 $853K
Crane Advisory, LLC 0.15% No change 3,491 $845K
Bawa N Mallick Trust 0.39% No change 3,250 $825K
Wick Capital Partners, LLC 0.24% No change 3,128 $794K
Compass Wealth Management LLC 0.20% No change 3,125 $793K
Certuity, LLC 0.08% No change 3,058 $772K
Ameritas Investment Partners, Inc. 0.03% Add +0.2% 2,989 $759K
Financial Counselors Inc. 0.01% Reduce -3.1% 2,760 $701K
Centricity Wealth Management, LLC 0.63% Add +0.0% 2,722 $691K
Madden Advisory Services, Inc. 0.32% Add +0.1% 2,683 $681K
BXM Wealth LLC 0.81% Reduce -1.5% 2,650 $673K
Twin Peaks Wealth Advisors, LLC 0.31% No change 2,758 $672K
Sanctuary Advisors, LLC 0.00% Add +77.3% 2,623 $666K
Aveo Capital Partners, LLC 0.11% Add +98.6% 2,598 $663K
Michels Family Financial, LLC 0.60% Reduce -0.6% 2,609 $662K
Blue Trust, Inc. 0.01% Reduce -1.7% 2,593 $658K
Advisory Services Network, LLC 0.01% Add +48.5% 2,469 $627K
Retirement Financial Solutions, LLC 0.24% Add +0.3% 2,459 $624K
Strategic Blueprint, LLC 0.03% Add +47.8% 2,442 $620K
Citizens Financial Group Inc. 0.01% Add +0.0% 2,405 $611K
Verus Wealth Management, LLC 0.67% No change 2,398 $609K
Modera Wealth Management, LLC 0.01% Reduce -1.1% 2,319 $589K
Chicago Partners Investment Group LLC 0.02% New 2,264 $577K
WealthShield Partners, LLC 0.07% Add +8.1% 2,220 $564K
Private Advisor Group, LLC 0.00% Add +28.6% 2,169 $551K
Spectrum Asset Management, Inc. (NB/CA) 0.24% Reduce -36.1% 2,138 $543K
Highland Financial Advisors, LLC 0.19% New 2,138 $543K
Park Avenue Securities LLC 0.01% No change 2,135 $542K
Kestra Private Wealth Services, LLC 0.01% Add +0.1% 2,103 $534K
Steward Partners Investment Advisory, LLC 0.00% Reduce -7.1% 2,033 $516K
Johnson Investment Counsel Inc. 0.00% Reduce -7.0% 1,955 $496K
Base Wealth Management LLC 0.37% — 1,914 $486K
Retirement Planning Group, LLC 0.02% No change 1,910 $485K
HBK Sorce Advisory LLC 0.01% Reduce -7.4% 1,889 $480K
Roble, Belko & Company, Inc 0.07% New 1,850 $470K
Goelzer Investment Management, Inc. 0.03% No change 1,834 $466K
Oppenheimer & Co. Inc. 0.01% Add +0.5% 1,811 $460K
Astoria Portfolio Advisors LLC. 0.16% New 1,872 $455K
Fifth Third Bancorp 0.00% No change 1,740 $442K
SageView Advisory Group, LLC 0.02% Add +21.7% 1,658 $421K
Glassman Wealth Services 0.07% No change 1,655 $420K
Retirement Capital Strategies 0.16% Add +3.7% 1,654 $420K
Moser Wealth Advisors, LLC 0.22% Add +18.4% 1,638 $416K
TD Waterhouse Canada Inc. 0.00% No change 1,617 $412K
Citigroup Inc. 0.00% No change 1,613 $409K
Next Level Wealth Planning, LLC 0.31% New 1,593 $404K
&partners 0.00% Reduce -1.8% 1,548 $403K
TLWM 0.08% No change 1,575 $400K
Narwhal Capital Management 0.04% Add +55.1% 1,568 $398K
B. Riley Wealth Advisors, Inc. 0.01% Add +1.3% 1,550 $393K
Mill Creek Capital Advisors, LLC 0.01% No change 1,533 $389K
Thrivent Financial for Lutherans 0.00% No change 1,372 $375K
EP Wealth Advisors, LLC 0.00% Add +22.1% 1,450 $368K
Kingsview Wealth Management, LLC 0.01% Add +0.3% 1,418 $360K
Hardy Reed LLC 0.03% Reduce -1.8% 1,390 $353K
AA Financial Advisors, LLC 0.09% No change 1,387 $352K
BlackRock, Inc. 0.00% Add +63.0% 1,358 $345K
Wilkins Investment Counsel Inc. 0.05% New 1,340 $340K
Aptus Capital Advisors, LLC 0.00% Add +2.5% 1,326 $337K
Teachers Insurance & Annuity Association of America 0.44% Reduce -1.2% 1,308 $332K
Oxbow Advisors, LLC 0.04% Reduce -8.0% 1,306 $332K
Red Tortoise LLC 0.17% Reduce -5.4% 1,290 $328K
Brogan Financial, Inc. 0.16% Add +0.3% 1,285 $326K
Focus Partners Advisor Solutions, LLC 0.00% Add +0.3% 1,276 $324K
Argent Trust Co 0.01% No change 1,250 $317K
Guardian Wealth Advisors, LLC / NC 0.03% Add +2.6% 1,250 $317K
U.S. Capital Wealth Advisors, LLC 0.01% New 1,210 $307K
HB Wealth Management, LLC 0.00% New 1,191 $303K
Mather Group, Llc. 0.00% Reduce -5.7% 1,168 $296K
Strategic Financial Services, Inc. 0.02% Add +35.3% 1,150 $292K
CVA Family Office, LLC 0.04% New 1,136 $288K
Aerodigm Wealth, LLC 0.16% No change 1,130 $287K
Independent Advisor Alliance 0.01% Reduce -15.8% 1,119 $284K
Nemes Rush Group LLC 0.04% Add +0.3% 1,114 $283K
American Capital Advisory, LLC 0.15% Reduce -30.6% 1,114 $283K
Tranquility Partners, LLC 0.11% Reduce -1.5% 1,105 $281K
1900 Wealth Management LLC 0.02% Reduce -6.5% 1,102 $280K
Cyndeo Wealth Partners, LLC 0.02% No change 1,087 $276K
Carolinas Wealth Consulting LLC 0.06% Add +2.8% 1,073 $272K
PNC Financial Services Group, Inc. 0.00% Reduce -33.0% 1,055 $268K
Marcum Wealth, LLC 0.02% No change 1,049 $266K
J.W. Cole Advisors, Inc. 0.01% New 1,045 $265K
Mairs & Power Inc. 0.00% Reduce -28.3% 1,031 $262K
Intrua Financial, LLC 0.04% No change 1,028 $261K
Global Strategic Investment Solutions, LLC 0.03% Add +0.2% 1,028 $261K
Capital Investment Advisory Services, LLC 0.02% Add +0.1% 1,027 $261K
Bragg Financial Advisors, Inc 0.01% New 1,023 $260K
Heritage Family Offices, LLP 0.13% No change 1,002 $254K
Headinvest, LLC 0.05% New 990 $251K
Vestia Personal Wealth Advisors 0.20% Add +0.2% 971 $246K
Valmark Advisers, Inc. 0.00% No change 957 $243K
Lido Advisors, LLC 0.00% Reduce -20.6% 934 $237K
Tritonpoint Wealth, LLC 0.02% Reduce -92.4% 912 $232K
Redhawk Wealth Advisors, Inc. 0.03% Add +0.3% 903 $229K
Hazlett, Burt & Watson, Inc. 0.10% No change 901 $229K
Mma Asset Management LLC 0.10% No change 900 $228K
Inspirion Wealth Advisors, LLC 0.03% No change 887 $225K
Tiaa Trust, National Association 0.00% No change 872 $221K
US Bancorp \de 0.00% Add +54.6% 869 $220K
World Investment Advisors 0.01% Add +5.6% 866 $220K
Emergent Wealth Advisors, LLC 0.16% No change 865 $220K
Ancora Advisors LLC 0.00% No change 845 $215K
Berkeley, Inc 0.10% Reduce -6.6% 845 $215K
Assetmark, Inc. 0.00% Add +392.9% 833 $211K
Solidarity Wealth, LLC 0.05% No change 824 $209K
Nicholson Meyer Capital Management, Inc. 0.19% — 820 $208K
Lodestar Private Asset Management LLC 0.03% New 806 $205K
Rehmann Capital Advisory Group 0.01% No change 806 $205K
OneDigital Investment Advisors LLC 0.00% Add +0.1% 804 $204K
Brown Advisory Inc. 0.00% No change 800 $203K
Financial Management Professionals, Inc. 0.02% No change 743 $189K
Blair William & Co. 0.00% No change 700 $178K
CoreCap Advisors, LLC 0.01% No change 632 $161K
DT Investment Partners, LLC 0.02% Add +30.2% 621 $158K
IFP Advisors, Inc 0.00% No change 521 $132K
Private Wealth Asset Management, LLC 0.01% — 348 $88K
Bartlett & Co. Wealth Management LLC 0.00% New 324 $82K
Qube Research & Technologies Ltd 0.00% Reduce -41.9% 316 $80K
NorthRock Partners, LLC 0.00% Reduce -27.4% 265 $67K
Fort Vancouver Investment Management, LLC 0.05% No change 238 $60K
Beacon Capital Management, LLC 0.01% Add +0.5% 221 $56K
West Branch Capital LLC 0.02% No change 179 $45K
Farther Finance Advisors, LLC 0.00% No change 160 $41K
IAG Wealth Partners, LLC 0.01% No change 158 $40K
Smartleaf Asset Management LLC 0.00% New 158 $40K
ORG Partners LLC 0.01% Reduce -88.5% 155 $40K
Geneos Wealth Management Inc. 0.00% No change 145 $37K
SBI Securities Co., Ltd. 0.00% Add +40.0% 140 $36K
National Bank of Canada 0.00% No change 140 $36K
Peoples Bank 0.02% No change 130 $33K
FSC Wealth Advisors, LLC 0.02% No change 124 $32K
Simplex Trading, LLC 0.00% New 124 $31K
AlphaCore Capital LLC 0.00% New 114 $29K
Farmers & Merchants Investments Inc. 0.00% No change 100 $25K
TCTC Holdings, LLC 0.00% No change 93 $24K
Howe & Rusling Inc. 0.00% No change 80 $20K
Financial Gravity Asset Management, Inc. 0.00% — 80 $20K
Elevation Wealth Partners, LLC 0.01% No change 60 $15K
GPS Wealth Strategies Group, LLC 0.00% Add +30.9% 55 $14K
Kings Path Partners LLC 0.01% No change 52 $13K
Comprehensive Financial Planning, Inc. 0.01% No change 51 $13K
Harbour Investments, Inc. 0.00% Reduce -44.2% 48 $12K
Russell Investments Group, Ltd. 0.00% Add +114.3% 45 $11K
Principia Wealth Advisory, LLC 0.01% New 36 $9K
Chesapeake Asset Management LLC 0.01% Add +43.5% 33 $8K
Central Pacific Bank - Trust Division 0.00% No change 31 $8K
Transce3nd, LLC 0.00% New 30 $8K
NFSG Corp 0.00% No change 20 $5K
Cwm, LLC 0.00% Reduce -84.0% 13 $3K
VSM Wealth Advisory, LLC 0.00% No change 10 $3K
Federation des caisses Desjardins du Quebec 0.00% No change 10 $3K
O'shaughnessy Asset Management, LLC 0.00% No change 3 $762
SWAN Capital LLC 0.00% No change 2 $531
Friedenthal Financial 0.00% New 1 $255
3Chopt Investment Partners, LLC 0.00% New 1 $254
Amundi 0.00% No change 1 $244

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