Vanguard Russell 1000 ValueVONVETF
13F holders, Q4 2024 (December 31)442holders +40
44new positions
17sold out
5famous investors
$81.30avg. 13F price*
At the end of Q4 2024, 442 institutions reported holding Vanguard Russell 1000 Value (VONV) in their 13F filings, up 40 from Q3 2024. 44 opened new positions and 17 sold out. The largest holders were Bank of America Corp. ($1.9B), Morgan Stanley ($445.5M) and Tiaa Trust, National Association ($322.9M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), 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 Value
- CUSIP
- 92206C714
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $59.9M |
| Exits | 17 | $7.8M |
All 13F filers, Q3 2024 → Q4 2024: 9,319,731 shares bought and 642,696 shares sold, net +8,677,035 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 442 holders
| Bank of America Corp. | 0.18% | Add +17.2% | 23,515,240 | $1.9B |
| Morgan Stanley | 0.03% | Add +21.5% | 5,483,446 | $445.5M |
| Tiaa Trust, National Association | 0.98% | Add +2.3% | 3,973,639 | $322.9M |
| UBS Group AG | 0.05% | Reduce -0.4% | 2,685,445 | $218.2M |
| SageView Advisory Group, LLC | 8.29% | Add +18.3% | 2,369,344 | $192.5M |
| Envestnet Asset Management Inc. | 0.06% | Add +1.3% | 2,216,616 | $180.1M |
| Janney Montgomery Scott LLC | 0.39% | Reduce -0.5% | 1,741,619 | $141.5M |
| LPL Financial LLC | 0.05% | Add +6.4% | 1,526,119 | $124.0M |
| Commonwealth Equity Services, LLC | 0.16% | Add +5.0% | 1,331,241 | $108.2M |
| Franklin Resources Inc. | 0.03% | Add +3363.1% | 1,262,765 | $102.6M |
| Wells Fargo & Company | 0.02% | Add +22.8% | 1,220,781 | $99.2M |
| Raymond James Financial Inc. | 0.04% | — | 1,211,300 | $98.4M |
| Truist Financial Corp. | 0.13% | Add +1.2% | 1,014,580 | $82.4M |
| Ameriprise Financial Inc. | 0.02% | Add +1.0% | 993,210 | $80.7M |
| Pathstone Holdings, LLC | 0.36% | Add +8.9% | 989,435 | $80.4M |
| Citigroup Inc. | 0.08% | Reduce -14.2% | 978,231 | $79.5M |
| Global Strategic Investment Solutions, LLC | 8.29% | Add +0.0% | 871,997 | $70.8M |
| Equitable Holdings, Inc. | 0.59% | Reduce -0.0% | 768,375 | $62.4M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -2.0% | 766,724 | $62.3M |
| Aaron Wealth Advisors LLC | 7.14% | Add +2.1% | 756,917 | $61.5M |
| WestHill Financial Advisors, Inc. | 13.00% | Add +2.2% | 714,032 | $58.0M |
| Royal Bank of Canada | 0.01% | Add +4.9% | 700,666 | $56.9M |
| Adventist Health System/ West | 8.71% | No change | 692,800 | $56.3M |
| MML Investors Services, LLC | 0.19% | Add +11.9% | 671,165 | $54.5M |
| Cambridge Associates LLC /Ma/ | 1.54% | Reduce -7.5% | 591,430 | $48.1M |
| Hapanowicz & Associates Financial Services, Inc | 23.23% | Add +1.6% | 569,185 | $46.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +11.2% | 523,051 | $42.5M |
| Thrivent Financial for Lutherans | 0.08% | Add +2.3% | 459,091 | $39.2M |
| JPMorgan Chase & Co. | 0.00% | Add +10.5% | 477,351 | $38.8M |
| Sequoia Financial Advisors, LLC | 0.36% | Add +3.5% | 455,837 | $37.0M |
| HighTower Advisors, LLC | 0.05% | Add +6.0% | 442,451 | $35.9M |
| Comerica Bank | 0.14% | Reduce -0.6% | 415,961 | $33.8M |
| Rockefeller Capital Management L.P. | 0.08% | Add +1.4% | 389,762 | $31.7M |
| Condor Capital Management | 2.75% | Add +0.4% | 384,655 | $31.3M |
| FourThought Financial Partners, LLC | 2.97% | Add +388.7% | 352,165 | $28.6M |
| Parkside Financial Bank & Trust | 3.69% | Add +8.6% | 342,716 | $27.8M |
| Bernardo Wealth Planning LLC | 6.17% | Add +4.2% | 319,604 | $25.8M |
| CW Advisors, LLC | 0.35% | Add +0.2% | 315,155 | $25.6M |
| Focus Partners Wealth | 0.07% | Reduce -0.0% | 310,615 | $25.2M |
| Wealth Dimensions Group, Ltd. | 5.70% | Add +3.9% | 286,451 | $23.3M |
| Windward Private Wealth Management Inc. | 8.94% | Reduce -0.6% | 282,225 | $22.9M |
| DAVENPORT & Co LLC | 0.13% | Add +4696.6% | 280,460 | $22.8M |
| Cetera Investment Advisers | 0.05% | Add +2.0% | 279,557 | $22.7M |
| Verdence Capital Advisors LLC | 1.76% | Add +78.9% | 270,091 | $21.9M |
| Carolinas Wealth Consulting LLC | 4.26% | Reduce -4.9% | 266,484 | $21.7M |
| Global Retirement Partners, LLC | 0.60% | Reduce -1.1% | 256,361 | $20.8M |
| Natixis Advisors, LLC | 0.04% | Add +1.0% | 256,165 | $20.8M |
| Lido Advisors, LLC | 0.13% | New | 254,358 | $20.7M |
| Osaic Holdings, Inc. | 0.04% | Add +28.5% | 241,738 | $19.6M |
| Captrust Financial Advisors | 0.05% | Add +14.3% | 232,438 | $18.9M |
| Financial Synergies Wealth Advisors, Inc. | 2.29% | Reduce -0.4% | 227,261 | $18.5M |
| Clearstead Advisors, LLC | 0.28% | Reduce -19.6% | 224,459 | $18.2M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +7.9% | 220,221 | $17.9M |
| M&T Bank Corp | 0.06% | Add +16.4% | 218,994 | $17.8M |
| Commerce Bank | 0.11% | Add +11.3% | 215,974 | $17.5M |
| Cary Street Partners Financial LLC | 0.56% | — | 211,070 | $17.1M |
| Beacon Pointe Advisors, LLC | 0.18% | Reduce -1.2% | 197,774 | $16.1M |
| Silvercrest Asset Management Group LLC | 0.10% | Add +40.0% | 192,919 | $15.7M |
| FSM Wealth Advisors, LLC | 3.58% | Add +1.9% | 175,183 | $14.6M |
| New York Life Investment Management LLC | 0.14% | No change | 172,025 | $14.0M |
| Allworth Financial LP | 0.07% | Reduce -4.3% | 160,664 | $13.6M |
| Waldron Private Wealth LLC | 0.52% | Reduce -3.7% | 159,416 | $13.0M |
| First Hawaiian Bank | 0.40% | No change | 152,648 | $12.4M |
| Highline Wealth Partners LLC | 3.81% | Reduce -10.0% | 143,316 | $11.6M |
| Mariner, LLC | 0.02% | Add +0.2% | 138,209 | $11.2M |
| Fifth Third Securities, Inc. | 0.95% | Add +4.2% | 137,519 | $11.2M |
| Hillman Co. | 4.52% | No change | 131,536 | $10.7M |
| Kickstand Ventures, Llc. | 2.63% | Add +16.3% | 126,518 | $10.3M |
| Optas, LLC | 2.08% | Add +1.3% | 119,084 | $9.7M |
| Deane Retirement Strategies, Inc. | 4.83% | Add +2.0% | 118,064 | $9.6M |
| Arrowroot Family Office, LLC | 4.98% | Add +8.5% | 117,774 | $9.6M |
| Highland Capital Management, LLC | 0.54% | Add +4.2% | 117,376 | $9.5M |
| Country Club Bank | 0.61% | Add +28.2% | 112,627 | $9.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +174.8% | 109,803 | $8.9M |
| Zacks Investment Management | 0.08% | New | 107,181 | $8.7M |
| Vance Wealth, LLC | 3.34% | Reduce -1.0% | 106,347 | $8.6M |
| Quadrature Capital Ltd | 0.17% | New | 105,618 | $8.6M |
| Brand Asset Management Group, Inc. | 3.37% | Reduce -1.9% | 102,000 | $8.3M |
| Geneos Wealth Management Inc. | 0.29% | Add +1.6% | 101,742 | $8.3M |
| Kestra Advisory Services, LLC | 0.04% | Add +35.2% | 99,406 | $8.1M |
| Private Advisor Group, LLC | 0.05% | Add +1.7% | 99,343 | $8.1M |
| Bank of Montreal | 0.00% | Add +2.5% | 96,801 | $7.9M |
| Quantinno Capital Management LP | 0.07% | No change | 92,827 | $7.5M |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 7.17% | Reduce -5.2% | 86,807 | $7.1M |
| Ieq Capital, LLC | 0.07% | Add +1393.9% | 82,732 | $6.7M |
| Stifel Financial Corp. | 0.01% | Add +161.1% | 78,399 | $6.4M |
| NewEdge Advisors, LLC | 0.04% | Add +0.7% | 77,365 | $6.3M |
| Brown Advisory Inc. | 0.01% | No change | 74,067 | $6.0M |
| Westwood Holdings Group Inc. | 0.04% | Reduce -0.6% | 69,309 | $5.6M |
| Savant Capital, LLC | 0.04% | Reduce -0.9% | 68,787 | $5.6M |
| CBIZ Investment Advisory Services, LLC | 0.27% | Reduce -1.6% | 66,787 | $5.4M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +589.5% | 66,551 | $5.4M |
| Diversified Enterprises, LLC | 0.52% | Add +61.3% | 66,528 | $5.4M |
| First Horizon Advisors, Inc. | 0.15% | Add +20.2% | 65,531 | $5.3M |
| Corundum Group, Inc. | 1.95% | Add +55.9% | 64,397 | $5.2M |
| Mutual Advisors, LLC | 0.15% | Add +13.2% | 61,878 | $5.2M |
| Curtis Advisory Group, LLC | 1.32% | Add +0.4% | 61,600 | $5.0M |
| Principal Financial Group Inc. | 0.00% | Reduce -4.0% | 60,564 | $4.9M |
| Creative Planning | 0.00% | Add +1.4% | 59,476 | $4.8M |
| Jordan Park Group LLC | 0.34% | Add +2.0% | 57,114 | $4.6M |
| Fidelis Capital Partners, LLC | 0.46% | Add +63.5% | 54,652 | $4.6M |
| Sanctuary Advisors, LLC | 0.03% | Add +0.0% | 53,985 | $4.6M |
| Golden Road Advisors LLC | 3.24% | Add +0.6% | 52,652 | $4.3M |
| One Capital Management, LLC | 0.14% | Reduce -0.2% | 51,970 | $4.2M |
| Kanawha Capital Management LLC | 0.33% | Add +7.4% | 51,536 | $4.2M |
| Leuthold Group, LLC | 0.50% | Reduce -8.3% | 50,846 | $4.1M |
| Cerity Partners LLC | 0.01% | Add +5.6% | 50,830 | $4.1M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.12% | Reduce -2.6% | 50,748 | $4.1M |
| Soltis Investment Advisors LLC | 0.38% | New | 49,890 | $4.1M |
| Avantax Planning Partners, Inc. | 0.15% | Reduce -0.6% | 49,805 | $4.0M |
| Verus Wealth Management, LLC | 4.36% | — | 47,855 | $3.9M |
| Macroview Investment Management LLC | 3.89% | Add +2.6% | 47,127 | $3.8M |
| Nwam LLC | 0.24% | Reduce -0.6% | 46,987 | $3.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +2.5% | 46,391 | $3.8M |
| HSBC Holdings PLC | 0.00% | Add +11.4% | 45,627 | $3.7M |
| Rialto Wealth Management, LLC | 1.20% | — | 44,808 | $3.6M |
| BluePointe Capital Management, LLC | 2.00% | Add +30.3% | 42,980 | $3.5M |
| Envision Financial LLC | 2.70% | — | 41,507 | $3.4M |
| Badgley Phelps Wealth Managers, LLC | 0.08% | Add +78.9% | 40,445 | $3.3M |
| Aspiriant, LLC | 0.12% | Reduce -2.3% | 40,191 | $3.3M |
| Smartleaf Asset Management LLC | 0.33% | Add +6.7% | 40,105 | $3.3M |
| MAI Capital Management | 0.02% | Add +49.8% | 38,134 | $3.1M |
| Wealthcare Advisory Partners LLC | 0.08% | Reduce -30.9% | 37,431 | $3.0M |
| TD Private Client Wealth LLC | 0.08% | Add +3.4% | 37,098 | $3.0M |
| Renaissance Technologies | 0.00% | Reduce -0.3% | 36,400 | $3.0M |
| Modera Wealth Management, LLC | 0.03% | Add +1.8% | 34,777 | $2.8M |
| Tennessee Valley Asset Management Partners | 0.47% | Reduce -0.1% | 34,500 | $2.8M |
| Mill Creek Capital Advisors, LLC | 0.06% | Add +348.9% | 32,512 | $2.6M |
| Zhang Financial LLC | 0.15% | Reduce -0.8% | 32,260 | $2.6M |
| First Manhattan Co. Llc. | 0.01% | Reduce -7.7% | 32,004 | $2.6M |
| Scratch Capital LLC | 3.17% | — | 31,955 | $2.6M |
| RFG Advisory, LLC | 0.07% | Add +24.9% | 31,867 | $2.6M |
| Integrated Investment Consultants, LLC | 0.53% | Add +24.6% | 31,722 | $2.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.0% | 31,110 | $2.5M |
| Corient Private Wealth LP | 0.00% | Reduce -5.7% | 30,922 | $2.5M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +1.8% | 30,815 | $2.5M |
| Topel & Distasi Wealth Management, LLC | 1.05% | No change | 30,318 | $2.5M |
| BlackRock, Inc. | 0.00% | Add +4554.6% | 29,836 | $2.4M |
| HB Wealth Management, LLC | 0.02% | Add +0.2% | 29,665 | $2.4M |
| Cairn Investment Group, Inc. | 1.35% | Reduce -0.8% | 28,312 | $2.3M |
| Wedmont Private Capital | 0.12% | Reduce -2.0% | 28,499 | $2.3M |
| Bradley Foster & Sargent Inc. | 0.04% | Reduce -0.8% | 27,604 | $2.2M |
| Andina Capital Management, LLC | 1.79% | Add +49.0% | 27,031 | $2.2M |
| Ridgewood Investments LLC | 1.03% | Reduce -2.2% | 26,245 | $2.1M |
| Freedom Investment Management, Inc. | 0.18% | Reduce -0.4% | 25,986 | $2.1M |
| Sage Mountain Advisors LLC | 0.15% | No change | 25,517 | $2.1M |
| World Investment Advisors | 0.06% | Add +4.1% | 25,502 | $2.1M |
| Allegiance Financial Group Advisory Services LLC | 0.65% | Reduce -1.7% | 24,675 | $2.0M |
| LBJ Family Wealth Advisors, Ltd. | 1.18% | Add +4.6% | 24,409 | $2.0M |
| Embree Financial Group | 0.34% | No change | 24,274 | $2.0M |
| Lee, Kelleher & Klein Wealth Management | 1.38% | — | 23,848 | $1.9M |
| Accurate Wealth Management, LLC | 0.37% | New | 23,920 | $1.9M |
| D.A. Davidson & Co. | 0.02% | Reduce -3.3% | 23,217 | $1.9M |
| FMR LLC | 0.00% | Add +4.2% | 23,128 | $1.9M |
| Bokf, NA | 0.03% | Add +64.3% | 23,239 | $1.9M |
| Axxcess Wealth Management, LLC | 0.05% | New | 22,812 | $1.9M |
| Aureus Asset Management, LLC | 0.11% | No change | 21,858 | $1.8M |
| Relyea Zuckerberg Hanson LLC | 0.23% | Add +4.3% | 21,354 | $1.7M |
| Avantax Advisory Services, Inc. | 0.01% | Add +72.2% | 20,705 | $1.7M |
| Bruce G. Allen Investments, LLC | 1.36% | Reduce -1.1% | 20,568 | $1.7M |
| JFG Wealth Management, LLC | 0.37% | No change | 20,021 | $1.6M |
| LPWM LLC | 0.51% | Reduce -11.5% | 19,572 | $1.6M |
| M3 Advisory Group, LLC | 1.13% | Add +0.7% | 19,445 | $1.6M |
| EverSource Wealth Advisors, LLC | 0.09% | Add +5.7% | 19,430 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +491.7% | 19,178 | $1.6M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -0.3% | 18,964 | $1.5M |
| Chicago Partners Investment Group LLC | 0.05% | Add +2.4% | 17,932 | $1.5M |
| Verum Partners LLC | 0.41% | Reduce -1.4% | 17,422 | $1.4M |
| Diversified Portfolios, Inc. | 0.15% | Add +0.5% | 17,077 | $1.4M |
| DHK Financial Advisors, Inc. | 0.84% | New | 16,964 | $1.4M |
| Horizon Investment Services, LLC | 0.59% | No change | 16,957 | $1.4M |
| Arbor Investment Advisors, LLC | 0.19% | Add +0.2% | 16,605 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +17.0% | 16,553 | $1.3M |
| &partners | 0.02% | Add +2.0% | 16,202 | $1.3M |
| Citadel Advisors | 0.00% | Add +19.2% | 16,311 | $1.3M |
| Aurelius Family Office LLC | 0.67% | — | 16,246 | $1.3M |
| SWAN Capital LLC | 0.64% | New | 16,051 | $1.3M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +0.2% | 15,832 | $1.3M |
| Sapient Capital LLC | 0.02% | Add +124.2% | 15,576 | $1.3M |
| AQR Capital Management | 0.00% | Add +305.8% | 15,510 | $1.3M |
| Advisory Services Network, LLC | 0.02% | Add +109.3% | 15,294 | $1.2M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -2.2% | 14,806 | $1.2M |
| Stonebridge Financial Planning Group, LLC | 0.55% | New | 15,026 | $1.2M |
| Cozad Asset Management Inc. | 0.11% | Add +11.4% | 15,003 | $1.2M |
| Edge Capital Group, LLC | 0.05% | Reduce -7.6% | 14,897 | $1.2M |
| Kingswood Wealth Advisors, LLC | 0.09% | Add +95.4% | 14,791 | $1.2M |
| HUB Investment Partners, LLC | 0.05% | No change | 14,703 | $1.2M |
| NorthRock Partners, LLC | 0.04% | Add +0.2% | 14,521 | $1.2M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -56.3% | 14,478 | $1.2M |
| Roffman Miller Associates Inc. | 0.07% | Add +0.5% | 14,445 | $1.2M |
| Pinnacle Financial Partners Inc | 0.02% | No change | 14,405 | $1.2M |
| Gotham Asset Management | 0.01% | No change | 14,366 | $1.2M |
| Davidson Trust Co. | 0.60% | Add +18.1% | 14,282 | $1.2M |
| Wilmington Savings Fund Society, FSB | 0.02% | Add +49.0% | 14,026 | $1.1M |
| 1900 Wealth Management LLC | 0.10% | No change | 13,999 | $1.1M |
| Transcend Capital Advisors, LLC | 0.08% | Reduce -3.3% | 13,907 | $1.1M |
| Schechter Investment Advisors, LLC | 0.08% | No change | 13,527 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | No change | 13,429 | $1.1M |
| Legacy Edge Advisors, LLC | 0.17% | No change | 13,303 | $1.1M |
| Fiduciary Trust Co | 0.01% | No change | 13,225 | $1.1M |
| Plancorp, LLC | 0.04% | No change | 12,838 | $1.0M |
| Blair William & Co. | 0.00% | Add +606.3% | 12,664 | $1.0M |
| Glenmede Trust Co. NA | 0.01% | Add +5.5% | 12,555 | $1.0M |
| Baker Boyer National Bank | 0.35% | Add +16.6% | 12,379 | $1.0M |
| Atlanta Consulting Group Advisors, LLC | 0.37% | Reduce -1.5% | 12,359 | $1.0M |
| Fulton Bank, N.A. | 0.04% | New | 11,997 | $975K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -10.6% | 11,279 | $916K |
| Dana Investment Advisors, Inc. | 0.03% | Reduce -13.7% | 11,008 | $894K |
| Chicago Capital, LLC | 0.02% | No change | 10,916 | $887K |
| Tanager Wealth Management LLP | 0.11% | No change | 10,597 | $861K |
| Indiana Trust & Investment Management Co | 0.29% | No change | 10,596 | $861K |
| Avior Wealth Management, LLC | 0.03% | Add +0.5% | 10,467 | $850K |
| Susquehanna International Group, LLP | 0.00% | Reduce -85.0% | 10,326 | $839K |
| Keybank National Association | 0.00% | Reduce -27.9% | 10,321 | $839K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -2.2% | 10,232 | $831K |
| Marcum Wealth, LLC | 0.07% | Add +0.2% | 10,151 | $825K |
| 44 Wealth Management LLC | 0.32% | New | 10,099 | $821K |
| Steel Grove Capital Advisors, LLC | 0.11% | New | 10,000 | $813K |
| Curi Capital, LLC | 0.02% | No change | 9,946 | $808K |
| AMG National Trust Bank | 0.02% | Add +291.9% | 9,642 | $782K |
| Benchmark Wealth Management, LLC | 0.37% | Add +2.1% | 9,157 | $744K |
| Yarger Wealth Strategies, LLC | 0.43% | Reduce -3.3% | 9,129 | $742K |
| Moloney Securities Asset Management, LLC | 0.10% | Add +53.7% | 9,119 | $741K |
| Braun-Bostich & Associates Inc. | 0.53% | Reduce -0.2% | 9,065 | $737K |
| Brightwater Advisory LLC | 0.57% | Add +4.3% | 9,027 | $733K |
| DiNuzzo Private Wealth, Inc. | 0.09% | No change | 8,904 | $723K |
| TCTC Holdings, LLC | 0.03% | No change | 8,834 | $718K |
| Integrated Wealth Concepts LLC | 0.01% | Add +103.9% | 8,808 | $716K |
| US Bancorp \de | 0.00% | Add +14.5% | 8,762 | $712K |
| Ignite Planners, LLC | 0.15% | New | 8,596 | $704K |
| Institute for Wealth Management, LLC. | 0.09% | Reduce -0.9% | 8,644 | $702K |
| Assetmark, Inc. | 0.00% | Add +3882.8% | 8,563 | $696K |
| Calydon Capital | 0.14% | No change | 8,548 | $695K |
| Cyndeo Wealth Partners, LLC | 0.05% | Reduce -6.9% | 8,427 | $685K |
| Kings Path Partners LLC | 0.29% | Reduce -2.3% | 8,420 | $684K |
| Mraz, Amerine & Associates, Inc. | 0.12% | Reduce -0.4% | 8,376 | $681K |
| Quotient Wealth Partners, LLC | 0.02% | Add +87.4% | 8,288 | $673K |
| Money Concepts Capital Corp. | 0.05% | Add +63.3% | 8,147 | $662K |
| Vestia Personal Wealth Advisors | 0.54% | Reduce -8.2% | 8,104 | $658K |
| Hirtle & Co., LLC | 0.03% | No change | 7,952 | $646K |
| Main Street Financial Solutions, LLC | 0.06% | New | 7,874 | $640K |
| Seven Post Investment Office LP | 0.24% | No change | 7,825 | $636K |
| Park Avenue Securities LLC | 0.01% | No change | 7,780 | $632K |
| Oppenheimer & Co. Inc. | 0.01% | Add +47.4% | 7,735 | $628K |
| Berkshire Asset Management LLC | 0.03% | No change | 7,306 | $622K |
| Cwm, LLC | 0.00% | Add +40.3% | 7,646 | $621K |
| Coastal Bridge Advisors, LLC | 0.16% | No change | 7,596 | $617K |
| Sigma Planning Corp | 0.02% | Add +11.6% | 7,590 | $617K |
| Clare Market Investments LLC | 0.15% | Reduce -0.5% | 7,570 | $615K |
| Quent Capital, LLC | 0.06% | No change | 7,450 | $605K |
| Elevatus Welath Management | 0.21% | No change | 7,417 | $603K |
| Bank of New York Mellon Corp | 0.00% | Add +0.3% | 7,338 | $596K |
| CreativeOne Wealth, LLC | 0.02% | Add +0.7% | 7,246 | $589K |
| Rothschild Wealth LLC | 0.17% | New | 7,206 | $585K |
| W Advisors, LLC | 0.36% | New | 7,192 | $584K |
| Balboa Wealth Partners | 0.13% | New | 6,974 | $567K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.0% | 6,683 | $543K |
| Canvas Wealth Advisors, LLC | 0.14% | No change | 6,623 | $538K |
| Mission Wealth Management, LP | 0.01% | New | 6,603 | $536K |
| Independent Advisor Alliance | 0.01% | New | 6,529 | $530K |
| Bleakley Financial Group, LLC | 0.02% | Add +33.6% | 6,447 | $524K |
| D. E. Shaw & Co. | 0.00% | Add +74.8% | 6,372 | $518K |
| Blue Trust, Inc. | 0.01% | Reduce -11.1% | 6,364 | $517K |
| FWG Investments, LLC. | 0.40% | Reduce -15.3% | 6,286 | $511K |
| Ameritas Advisory Services, LLC | 0.02% | New | 6,281 | $510K |
| Mercer Global Advisors Inc. | 0.00% | Add +10.9% | 6,270 | $509K |
| Investment Partners, LTD. | 0.21% | Add +0.5% | 6,231 | $506K |
| Essex Bank | 0.12% | Add +1.2% | 6,159 | $500K |
| Pine Valley Investments Ltd Liability Co | 0.03% | No change | 6,019 | $489K |
| Resolute Wealth Strategies, LLC | 0.25% | Add +0.4% | 5,990 | $487K |
| Wealth Architects, LLC | 0.05% | No change | 5,978 | $486K |
| Inman Jager Wealth Management, LLC | 0.38% | — | 5,956 | $484K |
| BOK Financial Private Wealth, Inc. | 0.03% | Reduce -8.3% | 5,895 | $479K |
| JFS Wealth Advisors, LLC | 0.03% | New | 5,871 | $477K |
| Hollow Brook Wealth Management LLC | 0.14% | No change | 5,710 | $464K |
| Centricity Wealth Management, LLC | 0.43% | — | 5,691 | $462K |
| Rodgers & Associates, LTD | 0.05% | Add +6.9% | 5,630 | $457K |
| RMR Wealth Builders | 0.05% | Add +0.5% | 5,559 | $452K |
| Baird Financial Group, Inc. | 0.00% | Reduce -33.8% | 5,555 | $451K |
| Choreo, LLC | 0.01% | Add +21.8% | 5,562 | $451K |
| Lokken Investment Group LLC | 0.19% | Add +2.6% | 5,404 | $439K |
| PrairieView Partners, LLC | 0.05% | Reduce -7.2% | 5,315 | $431K |
| Trilogy Capital Inc. | 0.02% | Reduce -2.5% | 5,285 | $429K |
| Gemmer Asset Management LLC | 0.04% | No change | 5,274 | $429K |
| Nottingham Advisors, Inc. | 0.05% | No change | 5,200 | $423K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | No change | 5,171 | $420K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -23.1% | 5,171 | $420K |
| Hobbs Group Advisors, LLC | 0.15% | Add +0.0% | 5,075 | $412K |
| Financial Life Planners | 0.34% | — | 5,066 | $412K |
| Addison Advisors LLC | 0.11% | No change | 4,970 | $404K |
| Goelzer Investment Management, Inc. | 0.02% | Add +85.1% | 4,929 | $400K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 4,919 | $400K |
| Collaborative Wealth Managment Inc. | 0.18% | No change | 4,912 | $399K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +32.1% | 4,703 | $382K |
| Motive Wealth Advisors | 0.20% | Reduce -42.4% | 4,698 | $382K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -2.8% | 4,615 | $375K |
| First American Trust, FSB | 0.04% | No change | 4,588 | $373K |
| RFG Holdings, Inc. | 0.12% | Reduce -25.5% | 4,387 | $357K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.9% | 4,365 | $355K |
| Waverly Advisors, LLC | 0.01% | Add +33.0% | 4,309 | $350K |
| Financial Guidance Group, Inc. | 0.19% | No change | 4,284 | $348K |
| Csenge Advisory Group | 0.02% | Add +0.5% | 4,255 | $346K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 4,247 | $345K |
| Gries Financial LLC | 0.06% | No change | 4,055 | $329K |
| Continental Investors Services, Inc. | 0.63% | New | 160 | $318K |
| Belpointe Asset Management LLC | 0.02% | No change | 3,850 | $318K |
| Mullaney, Keating & Wright, Inc. | 0.21% | Reduce -6.5% | 3,892 | $316K |
| Coho Partners, Ltd. | 0.01% | New | 3,879 | $315K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -0.3% | 3,878 | $315K |
| Bingham Private Wealth, LLC | 0.33% | — | 3,870 | $314K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.05% | Reduce -38.0% | 3,846 | $313K |
| Tobias Financial Advisors, Inc. | 0.06% | Reduce -7.1% | 3,833 | $311K |
| Financial Advocates Investment Management | 0.02% | Reduce -0.3% | 3,797 | $309K |
| Avalon Capital Management | 0.10% | No change | 3,781 | $307K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 3,700 | $301K |
| Farther Finance Advisors, LLC | 0.01% | Add +0.4% | 3,693 | $300K |
| Bannerman Wealth Management Group, LLC | 0.25% | — | 3,655 | $297K |
| Silvia McColl Wealth Management, LLC | 0.22% | No change | 3,630 | $295K |
| Naples Global Advisors, LLC | 0.03% | Add +0.9% | 3,622 | $294K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 3,614 | $294K |
| SignalPoint Asset Management, LLC | 0.07% | Reduce -0.3% | 3,544 | $288K |
| Financial Counselors Inc. | 0.00% | Add +46.7% | 3,529 | $287K |
| Concurrent Investment Advisors, LLC | 0.01% | No change | 3,442 | $280K |
| AdvisorNet Financial, Inc | 0.02% | No change | 3,407 | $277K |
| Advocacy Wealth Management, LLC | 0.02% | Reduce -81.7% | 3,404 | $277K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -9.9% | 3,195 | $273K |
| Bridges Investment Management Inc. | 0.00% | No change | 3,357 | $273K |
| Schneider Downs Wealth Management Advisors, LP | 0.05% | No change | 3,356 | $273K |
| Princeton Global Asset Management LLC | 0.05% | Add +123.5% | 3,312 | $269K |
| Tranquility Partners, LLC | 0.10% | No change | 3,260 | $265K |
| Goldstein Advisors, LLC | 0.04% | New | 3,253 | $264K |
| Western Wealth Management, LLC | 0.01% | Reduce -2.3% | 3,165 | $257K |
| Johnson Investment Counsel Inc. | 0.00% | Add +20.0% | 3,154 | $256K |
| Prospera Financial Services Inc | 0.01% | Add +6.0% | 3,134 | $255K |
| Braun Stacey Associates Inc. | 0.01% | Reduce -30.8% | 3,078 | $250K |
| Silver Oak Securities, Incorporated | 0.02% | Add +0.3% | 3,055 | $248K |
| Compton Financial Group, LLC | 0.07% | No change | 3,018 | $245K |
| NTV Asset Management LLC | 0.03% | No change | 3,000 | $244K |
| Clarendon Private LLC | 0.25% | — | 2,963 | $241K |
| AE Wealth Management LLC | 0.00% | New | 2,938 | $239K |
| Avant Capital LLC | 0.20% | — | 2,916 | $237K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -4.9% | 2,772 | $234K |
| Wealthcare Capital Management LLC | 0.02% | Reduce -6.4% | 2,877 | $234K |
| Wellington Wealth Strategies, LLC. | 0.21% | New | 2,728 | $233K |
| Gen-Wealth Partners Inc | 0.10% | No change | 2,842 | $231K |
| Thompson Siegel & Walmsley LLC | 0.00% | No change | 2,807 | $228K |
| Wealthstream Advisors, Inc. | 0.04% | Add +0.5% | 2,779 | $226K |
| Legacy Wealth Asset Management, LLC | 0.06% | No change | 2,728 | $222K |
| Woodard & Co. Asset Management Group Inc. | 0.05% | No change | 2,725 | $221K |
| Sterling Financial Planning, Inc. | 0.08% | Add +0.5% | 2,724 | $221K |
| Cresset Asset Management, LLC | 0.00% | Reduce -88.5% | 2,714 | $221K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | No change | 2,624 | $213K |
| Qube Research & Technologies Ltd | 0.00% | Add +4.8% | 2,574 | $209K |
| Mountain Capital Investment Advisors Inc. | 0.04% | No change | 2,454 | $206K |
| Thompson Davis & Co., Inc. | 0.13% | No change | 2,531 | $206K |
| McKinley Carter Wealth Services, Inc. | 0.01% | No change | 2,500 | $203K |
| Neuberger Berman Group LLC | 0.00% | New | 2,500 | $203K |
| Principal Securities, Inc. | 0.00% | New | 2,484 | $202K |
| Wealthgarden F.S. LLC | 0.19% | Reduce -12.4% | 2,478 | $201K |
| Hazlett, Burt & Watson, Inc. | 0.09% | Reduce -36.2% | 2,400 | $195K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +2048.1% | 2,234 | $182K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +31.0% | 2,206 | $179K |
| Harbour Investments, Inc. | 0.01% | Reduce -11.7% | 2,137 | $174K |
| Legacy Bridge, LLC | 0.09% | No change | 2,110 | $171K |
| Fifth Third Bancorp | 0.00% | Add +155.0% | 2,101 | $171K |
| North Star Investment Management Corp. | 0.01% | Add +0.3% | 2,026 | $165K |
| Ancora Advisors LLC | 0.00% | Add +5.5% | 1,928 | $157K |
| FSA Wealth Management LLC | 0.06% | Add +1.1% | 1,871 | $152K |
| Centaurus Financial, Inc. | 0.01% | New | 1,690 | $137K |
| Amundi | 0.00% | Add +298.2% | 1,553 | $126K |
| EP Wealth Advisors, LLC | 0.00% | New | 1,537 | $125K |
| Private Wealth Management Group, LLC | 0.04% | No change | 1,263 | $103K |
| Archer Investment Corp | 0.03% | Add +0.1% | 1,242 | $101K |
| Capital A Wealth Management, LLC | 0.17% | — | 1,228 | $100K |
| Private Trust Co. NA | 0.01% | Reduce -16.8% | 1,189 | $97K |
| Signaturefd, LLC | 0.00% | Add +3.4% | 1,093 | $89K |
| CENTRAL TRUST Co | 0.00% | New | 1,064 | $86K |
| FPC Investment Advisory, Inc. | 0.06% | New | 902 | $77K |
| HM Payson & Co. | 0.00% | Add +45.4% | 798 | $65K |
| Bogart Wealth, LLC | 0.00% | Add +37.6% | 772 | $63K |
| Bfsg, LLC | 0.01% | No change | 729 | $59K |
| Steph & Co. | 0.02% | Add +9.9% | 632 | $51K |
| Quadrant Capital Group LLC | 0.00% | No change | 630 | $51K |
| Legacy Investment Solutions, LLC | 0.03% | New | 575 | $49K |
| Legacy Wealth Managment, LLC | 0.03% | New | 575 | $49K |
| Coppell Advisory Solutions LLC | 0.01% | New | 590 | $48K |
| City State Bank | 0.02% | Reduce -7.9% | 586 | $48K |
| Marquette Asset Management, LLC | 0.01% | No change | 574 | $47K |
| Crews Bank & Trust | 0.01% | — | 565 | $46K |
| Guardian Wealth Management, Inc. | 0.03% | No change | 560 | $46K |
| Beacon Capital Management, LLC | 0.01% | Add +0.6% | 547 | $44K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Reduce -17.4% | 484 | $39K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 467 | $38K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -20.1% | 440 | $36K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -10.0% | 415 | $34K |
| Lee Danner & Bass Inc. | 0.00% | New | 371 | $30K |
| Maryland Capital Advisors Inc. | 0.01% | No change | 350 | $28K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 329 | $27K |
| WFA Asset Management Corp | 0.01% | New | 321 | $26K |
| Synergy Asset Management, LLC | 0.00% | New | 300 | $25K |
| Minot DeBlois Advisors LLC | 0.02% | — | 306 | $25K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 293 | $24K |
| Insight Inv LLC | 0.02% | No change | 287 | $23K |
| Sunbelt Securities, Inc. | 0.00% | No change | 274 | $22K |
| IFP Advisors, Inc | 0.00% | Add +10.1% | 273 | $22K |
| Piscataqua Savings Bank | 0.02% | No change | 266 | $22K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 264 | $21K |
| Key Financial Inc | 0.00% | No change | 226 | $18K |
| SBI Securities Co., Ltd. | 0.00% | — | 213 | $17K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 204 | $17K |
| Future Financial Wealth Managment LLC | 0.01% | Reduce -33.3% | 200 | $16K |
| Anchor Investment Management, LLC | 0.00% | No change | 194 | $16K |
| Creative Financial Designs Inc. | 0.00% | Add +0.6% | 175 | $14K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -15.7% | 172 | $14K |
| Versant Capital Management, Inc | 0.00% | No change | 170 | $14K |
| Bangor Savings Bank | 0.00% | New | 162 | $13K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 162 | $13K |
| Arax Advisory Partners | 0.00% | No change | 155 | $13K |
| Olistico Wealth, LLC | 0.01% | No change | 144 | $12K |
| Accredited Wealth Management, LLC | 0.01% | — | 130 | $11K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -24.4% | 93 | $8K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 81 | $7K |
| Wingate Wealth Advisors, Inc. | 0.01% | — | 66 | $5K |
| Chilton Capital Management LLC | 0.00% | Reduce -93.6% | 59 | $5K |
| Retirement Wealth Solutions LLC | 0.00% | — | 59 | $5K |
| Ameriflex Group, Inc. | 0.00% | — | 49 | $4K |
| CoreCap Advisors, LLC | 0.00% | New | 49 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 45 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 42 | $3K |
| LGT Financial Advisors LLC | 0.01% | Reduce -5.0% | 38 | $3K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 37 | $3K |
| ORG Partners LLC | 0.00% | Add +3.2% | 32 | $3K |
| Millstone Evans Group, LLC | 0.00% | — | 28 | $2K |
| Integrity Financial Corp | 0.00% | No change | 28 | $2K |
| Russell Investments Group, Ltd. | 0.00% | No change | 26 | $2K |
| NFSG Corp | 0.00% | No change | 21 | $2K |
| BNP Paribas Financial Markets | 0.00% | Reduce -16.0% | 21 | $2K |
| Creative Capital Management Investments LLC | 0.00% | New | 20 | $2K |
| Golden State Wealth Management, LLC | 0.00% | — | 7 | $569 |
| Centennial Bank | 0.00% | New | 3 | $244 |
| Balentine LLC | 0.00% | No change | 3 | $208 |
| Lanark Financial, Inc. | 0.01% | — | 1 | $94 |
"% of holder's portfolio" is VONV's weight in each manager's 13F, not the share of Vanguard Russell 1000 Value the manager owns.