Vanguard Russell 1000VONEETF

13F holders, Q4 2025 (December 31)
377holders +33
29new positions
17sold out
4famous investors
$309.11avg. 13F price*

At the end of Q4 2025, 377 institutions reported holding Vanguard Russell 1000 (VONE) in their 13F filings, up 33 from Q3 2025. 29 opened new positions and 17 sold out. The largest holders were Morgan Stanley ($371.4M), Ameriprise Financial Inc. ($249.8M) and UBS Group AG ($245.1M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions29$42.4M
Exits17$14.7M

All 13F filers, Q3 2025 → Q4 2025: 1,432,600 shares bought and 8,908,738 shares sold, net −7,476,138 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 377 holders

Morgan Stanley 0.02% Add +3.1% 1,201,654 $371.4M
Ameriprise Financial Inc. 0.06% Add +1.4% 808,212 $249.8M
UBS Group AG 0.05% Add +3.9% 792,987 $245.1M
Bank of America Corp. 0.02% Add +97.7% 778,077 $240.5M
FMR LLC 0.01% Reduce -4.0% 741,544 $229.2M
Red Cedar Investment Management, LLC 17.76% Reduce -1.8% 531,951 $164.4M
Bank of New York Mellon Corp 0.03% Reduce -4.7% 484,297 $149.7M
Stifel Financial Corp. 0.13% Add +5.2% 462,141 $142.8M
Citigroup Inc. 0.10% Add +27575.2% 458,854 $141.8M
Jordan Park Group LLC 6.73% Add +8.2% 375,997 $116.2M
Raymond James Financial Inc. 0.03% Add +1.0% 299,136 $92.4M
Waverly Advisors, LLC 0.75% Reduce -0.3% 298,808 $92.3M
Apella Capital, LLC 1.74% Add +12.0% 285,228 $88.1M
Hilltop Partners LLC 19.79% Add +13.5% 248,504 $76.8M
Flower City Capital 37.51% Add +3.8% 238,010 $73.6M
Bank of Montreal 0.03% Add +0.6% 230,204 $71.1M
Wells Fargo & Company 0.01% Add +2.2% 224,172 $69.3M
Envestnet Asset Management Inc. 0.02% Reduce -13.1% 221,291 $68.4M
Cerity Partners LLC 0.07% Reduce -0.5% 164,974 $51.0M
Sherrill & Hutchins Financial Advisory, Inc 35.08% Reduce -1.4% 160,106 $49.5M
MAI Capital Management 0.28% Add +1.3% 156,682 $48.4M
Heartwood Wealth Advisors LLC 3.99% Reduce -0.2% 140,104 $43.3M
Austin Private Wealth, LLC 3.03% Reduce -3.4% 130,664 $40.4M
Keybank National Association 0.13% Add +86.2% 119,094 $36.8M
HighTower Advisors, LLC 0.04% Add +0.9% 118,976 $36.8M
LPL Financial LLC 0.01% Reduce -7.1% 117,114 $36.2M
Goldman Sachs Group Inc. 0.00% Add +70.3% 109,285 $33.8M
Old National Bancorp 0.53% Reduce -0.3% 102,869 $31.8M
Wealth Enhancement Advisory Services, LLC 0.04% Reduce -1.7% 97,516 $30.6M
Beacon Pointe Advisors, LLC 0.21% Reduce -0.7% 96,862 $29.9M
Modern Wealth Management, LLC 0.54% Reduce -0.8% 95,790 $29.6M
Cetera Investment Advisers 0.03% Add +1.1% 94,150 $29.1M
Hirtle & Co., LLC 1.08% Reduce -11.5% 90,912 $28.1M
Evoke Wealth, LLC 0.54% Add +0.3% 90,849 $28.1M
Jones Financial Companies LLLP 0.02% Add +9.4% 81,752 $25.3M
Vanguard Group Inc. 0.00% Reduce -3.3% 78,744 $24.3M
MML Investors Services, LLC 0.06% Reduce -7.8% 73,455 $22.7M
1900 Wealth Management LLC 1.42% Add +4.4% 71,887 $22.2M
JPMorgan Chase & Co. 0.00% Add +33.1% 68,821 $21.3M
Choreo, LLC 0.27% Add +7.9% 67,980 $21.2M
Cherrydale Wealth Management, LLC 6.29% Add +9.0% 67,039 $20.7M
Pathstone Holdings, LLC 0.08% Reduce -0.5% 66,576 $20.6M
Litman Gregory Wealth Management LLC 1.49% Reduce -1.4% 66,031 $20.4M
Mercer Global Advisors Inc. 0.03% Reduce -3.0% 65,736 $20.3M
Parkside Financial Bank & Trust 1.50% Add +11.8% 64,936 $20.1M
Stegner Investment Associates Inc. 10.64% Add +0.0% 64,778 $20.0M
Opus Capital Group, LLC 2.08% Reduce -0.6% 62,200 $19.2M
Cambridge Investment Research Advisors, Inc. 0.04% Add +1.3% 54,099 $16.7M
Arbor Investment Advisors, LLC 2.15% Reduce -5.7% 52,932 $16.4M
Focus Partners Wealth 0.02% Reduce -99.4% 50,401 $15.6M
Northwestern Mutual Wealth Management Co. 0.01% Add +5.1% 49,439 $15.3M
Sawgrass Asset Management LLC 1.90% No change 49,218 $15.2M
AQR Capital Management 0.01% Add +16.7% 48,805 $15.1M
Clearstead Advisors, LLC 0.17% Reduce -0.3% 44,750 $13.8M
Pitcairn Wealth Advisors LLC 1.22% — 43,733 $13.5M
Cozad Asset Management Inc. 0.82% Reduce -2.6% 34,244 $10.6M
Northern Trust Corp. 0.00% Add +2.5% 33,645 $10.4M
Coldstream Capital Management Inc. 0.13% Reduce -1.2% 33,160 $10.2M
Halbert Hargrove Global Advisors, LLC 0.49% Reduce -7.4% 33,092 $10.2M
Rialto Wealth Management, LLC 2.38% Reduce -0.7% 32,228 $10.0M
Thrive Wealth Management, LLC 1.45% Reduce -0.0% 31,978 $9.9M
Nicolet Bankshares Inc. 1.58% New 31,891 $9.9M
Founders Capital Management, LLC 1.39% No change 30,204 $9.3M
Royal Bank of Canada 0.00% Add +2.1% 29,725 $9.2M
FourThought Financial Partners, LLC 0.75% Reduce -4.4% 28,708 $8.9M
Crusonia Wealth Advisors LLC 1.95% — 28,645 $8.9M
M&T Bank Corp 0.03% Reduce -18.5% 28,230 $8.7M
Mariner, LLC 0.01% Add +4.0% 28,110 $8.7M
Creative Planning 0.01% Add +7.3% 27,976 $8.6M
Nova R Wealth, Inc. 3.12% Add +70.0% 27,676 $8.6M
Comerica Bank 0.03% Add +0.1% 26,766 $8.3M
Commonwealth Equity Services, LLC 0.01% Reduce -13.1% 25,661 $7.9M
Stratos Wealth Advisors, LLC 0.38% Add +3.7% 25,520 $7.9M
Aaron Wealth Advisors LLC 0.44% Reduce -8.6% 25,517 $7.9M
SouthState Bank Corp 0.33% Reduce -27.3% 23,824 $7.4M
SoundView Advisors Inc. 2.47% New 22,954 $7.1M
Note Advisors, LLC 3.58% Reduce -3.8% 22,435 $7.0M
Capstone Financial Advisors, Inc. 0.37% Reduce -2.1% 22,541 $7.0M
Hapanowicz & Associates Financial Services, Inc 2.72% Add +6.1% 22,482 $6.9M
Savant Capital, LLC 0.04% Reduce -3.0% 22,250 $6.9M
Allworth Financial LP 0.03% Reduce -2.7% 21,833 $6.7M
Commerce Bank 0.04% Add +13.4% 20,534 $6.3M
Gotham Asset Management 0.02% No change 20,049 $6.2M
Alesco Advisors, LLC, An ESL Co 0.16% Add +2.1% 19,695 $6.1M
Zhang Financial LLC 0.22% Add +0.3% 18,979 $5.9M
CBIZ Investment Advisory Services, LLC 0.22% Add +8.1% 18,971 $5.9M
Napier Financial, LLC 1.40% — 18,137 $5.6M
First Manhattan Co. Llc. 0.01% Reduce -4.2% 17,391 $5.4M
Captrust Financial Advisors 0.01% Add +37.8% 16,816 $5.2M
Nicolet Advisory Services, LLC 0.34% New 16,135 $5.1M
LPWM LLC 1.25% Add +2.4% 16,052 $5.0M
Baird Financial Group, Inc. 0.01% Add +0.1% 16,050 $5.0M
Francis Financial, Inc. 0.96% Reduce -0.2% 15,860 $4.9M
Precedent Wealth Partners, LLC 0.99% Add +47.9% 15,303 $4.7M
Arete Wealth Advisors, LLC 0.33% Reduce -6.2% 15,297 $4.7M
Regions Financial Corp. 0.03% No change 15,137 $4.7M
CMH Wealth Management LLC 1.00% Add +2.2% 15,053 $4.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 14,985 $4.6M
Thrivent Financial for Lutherans 0.01% Add +1365.8% 14,526 $4.5M
Nadler Financial Group, Inc. 0.40% Add +0.7% 13,968 $4.3M
Cambridge Associates LLC /Ma/ 0.07% Reduce -4.8% 13,818 $4.3M
Truist Financial Corp. 0.01% Add +16.0% 13,718 $4.2M
Global Retirement Partners, LLC 0.07% Add +482.2% 13,669 $4.2M
Arax Advisory Partners 0.12% Reduce -0.2% 13,602 $4.2M
Sapient Capital LLC 0.06% No change 13,166 $4.1M
Rhumbline Advisers 0.00% Reduce -24.5% 12,963 $4.0M
Osaic Holdings, Inc. 0.01% Reduce -16.5% 12,145 $3.8M
Brown Financial Advisory 1.84% No change 11,810 $3.6M
Keystone Financial Group 0.27% Add +26.3% 11,757 $3.6M
Sigma Planning Corp 0.09% Add +4.0% 10,499 $3.2M
Parallel Advisors, LLC 0.05% No change 9,635 $3.0M
NewEdge Advisors, LLC 0.01% Add +2.0% 9,586 $3.0M
Citadel Advisors 0.00% Add +93.6% 9,561 $3.0M
Sachem Hill LLC 0.57% Reduce -1.0% 9,558 $3.0M
PNC Financial Services Group, Inc. 0.00% Add +2.3% 9,361 $2.9M
Enclave Advisors LLC 0.40% Reduce -9.3% 9,051 $2.8M
Kestra Advisory Services, LLC 0.01% Reduce -0.8% 9,019 $2.8M
Quantum Capital Management, LLC / NJ 0.32% Reduce -3.3% 8,964 $2.8M
Brooklyn FI, LLC 0.59% Add +7.5% 8,860 $2.7M
Envestnet Portfolio Solutions, Inc. 0.01% Add +5.4% 8,791 $2.7M
JFS Wealth Advisors, LLC 0.15% No change 8,595 $2.7M
Fifth Third Wealth Advisors LLC 0.09% Add +11.9% 8,563 $2.6M
Sanctuary Advisors, LLC 0.01% Reduce -31.2% 8,562 $2.6M
Topel & Distasi Wealth Management, LLC 1.24% No change 8,247 $2.5M
AdvisorNet Financial, Inc 0.13% Reduce -10.3% 8,167 $2.5M
Carroll Advisory Group, LLC 1.09% — 8,117 $2.5M
Brio Consultants, LLC 0.32% Add +1.6% 7,957 $2.5M
Retirement Planning Group, LLC / NY 1.66% Reduce -1.0% 7,883 $2.4M
Wealthcare Advisory Partners LLC 0.05% Reduce -0.5% 7,556 $2.3M
Renaissance Technologies 0.00% Reduce -19.1% 7,520 $2.3M
Foster & Motley Inc. 0.12% Reduce -4.8% 7,491 $2.3M
Glenmede Trust Co. NA 0.01% — 7,479 $2.3M
PGIM Custom Harvest LLC 0.03% No change 7,361 $2.3M
Vigilare Wealth Management 0.76% Reduce -5.9% 7,286 $2.3M
Formulate Financial LLC 2.63% No change 7,262 $2.2M
Mgo One Seven LLC 0.05% New 7,174 $2.2M
Rehmann Capital Advisory Group 0.11% Reduce -1.1% 7,083 $2.2M
Corient Private Wealth LP 0.00% Add +10.3% 6,796 $2.1M
AMG National Trust Bank 0.05% Add +21.4% 6,499 $2.0M
Mitchell McLeod Pugh & Williams Inc. 0.28% Reduce -0.7% 6,246 $2.0M
Arsenal Capital Advisors LLC 1.34% — 6,112 $1.9M
Blackston Financial Advisory Group, LLC 1.10% Reduce -15.7% 5,833 $1.8M
Neuberger Berman Group LLC 0.00% No change 5,817 $1.8M
Wealthspire Advisors, LLC 0.01% Add +6.3% 5,807 $1.8M
Concurrent Investment Advisors, LLC 0.02% New 5,768 $1.8M
Royal Fund Management, LLC 0.16% Add +17.8% 5,740 $1.8M
Atria Investments, Inc 0.02% Add +24.9% 5,601 $1.7M
ETF Portfolio Partners, Inc. 0.44% Reduce -16.0% 5,491 $1.7M
Indivisible Partners 0.18% — 5,451 $1.7M
Landmark Wealth Management, LLC 0.64% Add +0.5% 5,391 $1.7M
Mutual Advisors, LLC 0.04% Add +0.0% 5,364 $1.7M
Rockefeller Capital Management L.P. 0.00% Add +21.8% 5,345 $1.7M
Tritonpoint Wealth, LLC 0.17% New 5,310 $1.6M
Berkshire Money Management, Inc. 0.16% New 5,295 $1.6M
Bragg Financial Advisors, Inc 0.05% No change 5,238 $1.6M
TD Private Client Wealth LLC 0.03% Reduce -0.3% 5,099 $1.6M
Verus Wealth Management, LLC 1.46% Reduce -3.7% 5,085 $1.6M
Jim Saulnier & Associates, LLC 0.78% Add +18.8% 4,858 $1.5M
EP Wealth Advisors, LLC 0.01% — 4,680 $1.4M
Blair William & Co. 0.00% Add +518.6% 4,652 $1.4M
Ballast Rock Private Wealth LLC 0.89% — 4,623 $1.4M
Anson Capital, Inc. 1.04% Add +0.3% 4,613 $1.4M
American Investment Services, Inc. 0.32% No change 4,425 $1.4M
PFW Advisors LLC 0.41% Reduce -2.3% 4,354 $1.3M
Curi Capital, LLC 0.02% Reduce -19.8% 4,250 $1.3M
Welch Group, LLC 0.05% No change 4,237 $1.3M
Endeavor Private Wealth, Inc. 0.37% No change 4,160 $1.3M
Indiana Trust & Investment Management Co 0.37% Reduce -8.6% 4,075 $1.3M
Compass Financial Group, INC 0.18% No change 4,069 $1.3M
TritonPoint Partners, LLC 0.67% — 4,043 $1.2M
Parsons Capital Management Inc. 0.07% Add +2.9% 3,967 $1.2M
Studio Investment Management LLC 0.22% Reduce -17.0% 3,860 $1.2M
Continuum Advisory, LLC 0.12% Add +0.3% 3,804 $1.2M
Clarius Group, LLC 0.07% No change 3,741 $1.2M
Private Advisor Group, LLC 0.01% Reduce -0.9% 3,735 $1.2M
Janney Montgomery Scott LLC 0.00% Add +16.6% 3,718 $1.1M
Hershey Financial Advisers, LLC 0.94% New 3,607 $1.1M
Crane Advisory, LLC 0.17% No change 3,471 $1.1M
Golden Road Advisors LLC 0.62% No change 3,520 $1.1M
Becker Capital Management Inc. 0.03% No change 3,480 $1.1M
Segment Wealth Management, LLC 0.06% New 3,424 $1.1M
Daymark Wealth Partners, LLC 0.03% No change 3,358 $1.0M
Integrated Wealth Concepts LLC 0.01% Reduce -0.3% 3,349 $1.0M
Bawa N Mallick Trust 0.37% No change 3,250 $1.0M
Sequoia Financial Advisors, LLC 0.01% Reduce -2.0% 3,245 $1.0M
Avior Wealth Management, LLC 0.03% Add +7.0% 3,229 $998K
Pinnacle Financial Partners, Inc. 0.01% — 3,172 $980K
Certuity, LLC 0.06% Add +0.3% 3,093 $956K
Wick Capital Partners, LLC 0.17% No change 3,058 $945K
Blue Trust, Inc. 0.01% No change 3,014 $931K
AE Wealth Management LLC 0.01% Add +77.4% 2,969 $918K
Ameritas Investment Partners, Inc. 0.03% Add +0.2% 2,938 $908K
BXM Wealth LLC 0.70% Add +12.6% 2,928 $905K
Retirement Income Solutions, Inc. 0.15% No change 2,870 $887K
River's Edge Wealth Management, LLC 0.86% — 2,837 $877K
Midwest Trust Co 0.01% No change 2,796 $864K
Citizens Financial Group Inc. 0.01% Add +16.0% 2,793 $863K
Composition Wealth, LLC 0.01% No change 2,758 $852K
Twin Peaks Wealth Advisors, LLC 0.25% No change 2,708 $852K
Ethos Financial Group, LLC 0.06% No change 2,756 $852K
Downshift Financial, LLC 0.50% — 2,633 $807K
Madden Advisory Services, Inc. 0.32% Reduce -0.3% 2,555 $789K
Michels Family Financial, LLC 0.57% Reduce -0.1% 2,528 $781K
Smartleaf Asset Management LLC 0.03% Add +2981.3% 2,465 $768K
Retirement Financial Solutions, LLC 0.22% Add +0.3% 2,480 $766K
Betterment LLC 0.00% Reduce -1.7% 2,456 $759K
&partners 0.00% Add +15.4% 2,390 $738K
Modera Wealth Management, LLC 0.01% No change 2,348 $726K
Snider Financial Group 0.19% Reduce -44.5% 2,336 $722K
Kestra Private Wealth Services, LLC 0.01% Add +9.9% 2,315 $715K
Chicago Partners Investment Group LLC 0.02% Add +0.3% 2,282 $714K
Park Avenue Securities LLC 0.01% No change 2,275 $703K
WealthShield Partners, LLC 0.08% Reduce -6.7% 2,232 $690K
Williams & Novak, LLC 0.52% Add +6.8% 2,226 $688K
Next Level Wealth Planning, LLC 0.36% Add +6.9% 2,193 $678K
Spectrum Asset Management, Inc. (NB/CA) 0.22% Add +2.9% 2,154 $666K
U.S. Capital Wealth Advisors, LLC 0.02% Add +36.3% 2,145 $663K
BlackRock, Inc. 0.00% Add +56.0% 2,118 $655K
Capital Advantage, Inc. 0.09% New 2,098 $648K
Vantus Wealth LLC 0.48% — 2,092 $647K
Advyzon Investment Management, LLC 0.07% New 2,092 $647K
Advisortrust Partners, LLC 0.27% — 1,967 $608K
HBK Sorce Advisory LLC 0.01% No change 1,885 $591K
Base Wealth Management LLC 0.32% Reduce -0.3% 1,912 $591K
Retirement Planning Group, LLC 0.02% No change 1,910 $590K
Steward Partners Investment Advisory, LLC 0.00% Add +1.6% 1,874 $579K
Monograph Wealth Advisors, LLC 0.06% No change 1,855 $573K
Goelzer Investment Management, Inc. 0.03% Reduce -0.6% 1,816 $561K
Advisory Services Network, LLC 0.01% Reduce -24.3% 1,809 $559K
World Investment Advisors 0.01% New 1,720 $532K
Sovereign Financial Group, Inc. 0.09% No change 1,719 $531K
Farther Finance Advisors, LLC 0.01% Add +3.2% 1,718 $531K
Astoria Portfolio Advisors LLC. 0.12% No change 1,713 $530K
Leo Wealth, LLC 0.04% New 1,707 $528K
SageView Advisory Group, LLC 0.02% No change 1,658 $512K
Fulton Bank, N.A. 0.02% No change 1,646 $509K
Fifth Third Bancorp 0.00% Reduce -7.7% 1,606 $496K
Glassman Wealth Services 0.07% Reduce -4.1% 1,587 $490K
Narwhal Capital Management 0.04% No change 1,568 $485K
B. Riley Wealth Advisors, Inc. 0.02% Add +2.6% 1,563 $483K
Vermillion & White Wealth Management Group, LLC 0.26% No change 1,544 $477K
Mill Creek Capital Advisors, LLC 0.01% No change 1,533 $474K
Harbour Investments, Inc. 0.01% No change 1,526 $472K
Moneta Group Investment Advisors LLC 0.00% No change 1,510 $467K
Aptus Capital Advisors, LLC 0.00% Add +4.4% 1,472 $455K
Kingsview Wealth Management, LLC 0.01% Add +2.4% 1,451 $448K
Strategic Financial Services, Inc. 0.02% No change 1,425 $447K
Focus Partners Advisor Solutions, LLC 0.01% Add +10.4% 1,417 $438K
Prospera Financial Services Inc 0.01% Reduce -32.9% 1,387 $431K
Argent Trust Co 0.01% No change 1,390 $430K
AA Financial Advisors, LLC 0.08% No change 1,387 $429K
W Advisors, LLC 0.21% No change 1,377 $426K
BBR Partners, LLC 0.02% New 1,373 $424K
Guardian Wealth Advisors, LLC / NC 0.03% Add +2.7% 1,369 $423K
Alliance Private Wealth, LLC 0.15% — 1,351 $422K
Marble Wealth, LLC 0.06% — 1,360 $420K
Wilkins Investment Counsel Inc. 0.06% No change 1,340 $414K
Hardy Reed LLC 0.03% Reduce -1.2% 1,316 $407K
TLWM 0.07% No change 1,309 $405K
Red Tortoise LLC 0.17% Add +0.1% 1,293 $400K
Cooper/Haims Advisors, LLC 0.18% New 1,285 $397K
Teachers Insurance & Annuity Association of America 0.46% Reduce -0.5% 1,278 $395K
Brogan Financial, Inc. 0.17% Add +0.2% 1,267 $391K
Oakworth Capital, Inc. 0.02% No change 1,250 $386K
Callan Family Office, LLC 0.01% New 1,250 $386K
J.W. Cole Advisors, Inc. 0.01% Reduce -0.5% 1,228 $380K
Tranquility Partners, LLC 0.13% No change 1,202 $371K
KTF Investments, LLC 0.06% — 1,172 $362K
Mather Group, Llc. 0.00% No change 1,168 $361K
CVA Family Office, LLC 0.04% No change 1,136 $351K
Moors & Cabot, Inc. 0.01% New 1,136 $351K
Aerodigm Wealth, LLC 0.13% No change 1,130 $349K
HB Wealth Management, LLC 0.00% No change 1,126 $348K
Assetmark, Inc. 0.00% Add +33.2% 1,124 $347K
Nemes Rush Group LLC 0.03% Add +0.3% 1,124 $347K
Independent Advisor Alliance 0.01% No change 1,119 $346K
Oppenheimer & Co. Inc. 0.00% Add +1.4% 1,117 $345K
Cyndeo Wealth Partners, LLC 0.02% No change 1,087 $336K
Lido Advisors, LLC 0.00% No change 1,105 $335K
Oxbow Advisors, LLC 0.03% Reduce -7.9% 1,040 $321K
Capital Investment Advisory Services, LLC 0.02% Add +0.1% 1,029 $318K
Global Strategic Investment Solutions, LLC 0.03% Add +0.1% 1,023 $316K
Heritage Family Offices, LLP 0.14% No change 1,002 $310K
Circle Wealth Management, LLC 0.00% New 945 $292K
Earned Wealth Advisors, LLC 0.02% New 925 $286K
Johnson Investment Counsel Inc. 0.00% Reduce -51.7% 920 $284K
Tiaa Trust, National Association 0.00% Reduce -3.1% 916 $283K
Lodestar Private Asset Management LLC 0.03% Add +0.4% 913 $282K
Redhawk Wealth Advisors, Inc. 0.03% Add +0.2% 910 $281K
Vise Technologies, Inc. 0.01% New 908 $281K
Mma Asset Management LLC 0.10% No change 900 $278K
Hazlett, Burt & Watson, Inc. 0.09% No change 901 $278K
OneDigital Investment Advisors LLC 0.00% Add +11.4% 898 $278K
One Day In July LLC 0.02% New 892 $276K
IHT Wealth Management, LLC 0.01% Add +0.1% 878 $271K
Northwest Wealth Advisors, LLC 0.21% — 874 $270K
US Bancorp \de 0.00% No change 870 $269K
Emergent Wealth Advisors, LLC 0.15% No change 865 $267K
Valmark Advisers, Inc. 0.00% Reduce -9.6% 865 $267K
Berkeley, Inc 0.08% Add +0.1% 846 $261K
Ancora Advisors LLC 0.01% No change 845 $261K
Private Management Group Inc. 0.01% No change 844 $261K
Intrua Financial, LLC 0.03% No change 828 $256K
Headinvest, LLC 0.05% No change 825 $255K
Solidarity Wealth, LLC 0.05% No change 824 $255K
Nicholson Meyer Capital Management, Inc. 0.19% No change 820 $253K
Abacus Planning Group, Inc. 0.03% No change 807 $249K
Brown Advisory Inc. 0.00% No change 800 $247K
CoreCap Advisors, LLC 0.01% Add +25.5% 793 $245K
Inspirion Wealth Advisors, LLC 0.03% Reduce -11.3% 787 $243K
Valtrion Capital Management, LLC 0.24% No change 784 $242K
Wbi Investments, LLC 0.06% Reduce -0.6% 782 $242K
Kovack Advisors, Inc. 0.01% New 770 $238K
Matauro, LLC 0.04% Add +1.7% 764 $236K
Beaumont Asset Management, L.L.C. 0.12% No change 748 $231K
Financial Management Professionals, Inc. 0.02% No change 743 $230K
Quantinno Capital Management LP 0.00% New 740 $229K
Krilogy Financial LLC 0.01% Reduce -25.9% 722 $227K
Outlook Wealth Advisors, LLC 0.05% Reduce -1.1% 733 $227K
Deroy & Devereaux Private Investment Counsel Inc. 0.01% New 725 $224K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -5.2% 705 $218K
Astra Wealth Partners LLC 0.13% No change 701 $217K
Mosaic Family Wealth Partners, LLC 0.02% No change 700 $216K
Cadence Bank 0.01% No change 700 $216K
Adirondack Trust Co. 0.07% No change 700 $216K
Fort Sheridan Advisors LLC 0.03% No change 696 $215K
Dakota Wealth Management 0.00% No change 680 $210K
Empowered Funds, LLC 0.00% Reduce -97.4% 680 $210K
DeLarme Wealth Management, Inc. 0.15% — 679 $210K
Tenzing Financial LLC 0.17% — 676 $209K
Ellis Investment Partners, LLC 0.04% New 669 $207K
Highland Financial Advisors, LLC 0.06% No change 664 $205K
American Capital Advisory, LLC 0.09% No change 654 $202K
Orion Porfolio Solutions, LLC 0.00% New 650 $201K
DT Investment Partners, LLC 0.02% No change 621 $192K
TD Waterhouse Canada Inc. 0.00% Reduce -10.6% 609 $188K
Franklin Resources Inc. 0.00% No change 350 $108K
Private Wealth Asset Management, LLC 0.01% No change 348 $108K
Qube Research & Technologies Ltd 0.00% Reduce -27.1% 280 $87K
Operose Advisors LLC 0.02% No change 252 $78K
Access Investment Management LLC 0.02% No change 248 $75K
Fort Vancouver Investment Management, LLC 0.04% Reduce -5.1% 222 $69K
ORG Partners LLC 0.01% Add +7.8% 221 $68K
O'shaughnessy Asset Management, LLC 0.00% No change 196 $61K
West Branch Capital LLC 0.01% No change 179 $55K
SBI Securities Co., Ltd. 0.00% Add +4.7% 178 $55K
Biltmore Family Office, LLC 0.01% New 171 $53K
IAG Wealth Partners, LLC 0.01% No change 158 $49K
Root Financial Partners, LLC 0.00% No change 156 $48K
Geneos Wealth Management Inc. 0.00% No change 145 $45K
Kohmann Bosshard Financial Services, LLC 0.00% New 137 $42K
Capital Analysts, LLC 0.00% No change 128 $40K
AlphaCore Capital LLC 0.00% No change 114 $35K
Farmers & Merchants Investments Inc. 0.00% No change 100 $31K
National Bank of Canada 0.00% No change 100 $31K
TCTC Holdings, LLC 0.00% No change 93 $29K
Howe & Rusling Inc. 0.00% No change 80 $25K
Keating Financial Advisory Services, Inc. 0.00% — 74 $23K
McGuire Capital Advisors Inc. 0.01% — 61 $19K
Elevation Wealth Partners, LLC 0.01% No change 60 $19K
Comprehensive Financial Planning, Inc. 0.01% No change 51 $16K
Tower Research Capital LLC (TRC) 0.00% Reduce -97.9% 40 $12K
Maseco LLP 0.00% No change 36 $11K
Westfuller Advisors, LLC 0.00% Add +2.9% 36 $11K
Central Pacific Bank - Trust Division 0.00% No change 31 $10K
Russell Investments Group, Ltd. 0.00% No change 26 $8K
Kings Path Partners LLC 0.00% Reduce -60.4% 21 $6K
NFSG Corp 0.00% No change 20 $6K
SHP Wealth Management 0.00% — 18 $6K
Matrix Private Capital Group LLC 0.00% No change 17 $5K
Merrithew & Thorsten Inc 0.01% — 19 $5K
Pflug Koory, LLC 0.00% No change 12 $4K
VSM Wealth Advisory, LLC 0.00% No change 10 $3K
Federation des caisses Desjardins du Quebec 0.00% No change 10 $3K
Capital Advisors, Ltd. LLC 0.00% No change 2 $1K
Friedenthal Financial 0.00% No change 2 $625
SWAN Capital LLC 0.00% No change 1 $326

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