Vanguard Russell 1000 ValueVONVETF

13F holders, Q1 2025 (March 31)
462holders +20
60new positions
37sold out
4famous investors
$82.54avg. 13F price*

At the end of Q1 2025, 462 institutions reported holding Vanguard Russell 1000 Value (VONV) in their 13F filings, up 20 from Q4 2024. 60 opened new positions and 37 sold out. The largest holders were Bank of America Corp. ($2.0B), LPL Financial LLC ($741.0M) and Morgan Stanley ($478.9M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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

0200400600800 Q1 2024: 369Q1 2024Q2 2024: 391Q2 2024Q3 2024: 402Q3 2024Q4 2024: 442Q4 2024Q1 2025: 462Q1 2025Q2 2025: 479Q2 2025Q3 2025: 498Q3 2025Q4 2025: 537Q4 2025Q1 2026: 572Q1 2026Q2 2026: 626Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions60$87.1M
Exits37$39.8M

All 13F filers, Q4 2024 → Q1 2025: 12,487,930 shares bought and 2,758,724 shares sold, net +9,729,206 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 462 holders

Bank of America Corp. 0.18% Add +2.5% 24,108,411 $2.0B
LPL Financial LLC 0.29% Add +488.3% 8,977,710 $741.0M
Morgan Stanley 0.03% Add +5.8% 5,801,728 $478.9M
Tiaa Trust, National Association 1.06% Add +3.5% 4,112,204 $339.4M
UBS Group AG 0.05% Add +1.2% 2,718,767 $224.4M
SageView Advisory Group, LLC 9.06% Add +8.7% 2,574,673 $212.5M
Envestnet Asset Management Inc. 0.06% Reduce -0.1% 2,214,352 $182.8M
Janney Montgomery Scott LLC 0.38% Reduce -7.8% 1,606,301 $132.6M
Commonwealth Equity Services, LLC 0.16% Add +5.9% 1,409,461 $116.3M
Ameriprise Financial Inc. 0.03% Add +41.4% 1,404,295 $115.9M
Wells Fargo & Company 0.03% Add +5.0% 1,281,260 $105.8M
Raymond James Financial Inc. 0.03% Reduce -8.4% 1,109,262 $91.6M
Pathstone Holdings, LLC 0.37% Add +3.3% 1,021,822 $84.3M
Truist Financial Corp. 0.14% Add +0.6% 1,020,447 $84.2M
Franklin Resources Inc. 0.02% Reduce -21.3% 993,980 $82.0M
Citigroup Inc. 0.06% Reduce -4.5% 934,558 $77.1M
Global Strategic Investment Solutions, LLC 8.39% Add +0.8% 878,556 $72.5M
Equitable Holdings, Inc. 0.64% Add +6.8% 820,802 $67.7M
PNC Financial Services Group, Inc. 0.03% Add +2.8% 788,114 $65.1M
MML Investors Services, LLC 0.20% Add +10.1% 738,735 $61.0M
Aaron Wealth Advisors LLC 6.82% Reduce -4.8% 720,435 $59.5M
WestHill Financial Advisors, Inc. 13.59% Add +0.8% 719,410 $59.4M
Royal Bank of Canada 0.01% Add +2.5% 718,400 $59.3M
Adventist Health System/ West 9.02% No change 692,800 $57.2M
Wellington Management Group LLP 0.01% New 590,524 $48.7M
Hapanowicz & Associates Financial Services, Inc 26.86% Add +2.7% 584,473 $48.2M
Goldman Sachs Group Inc. 0.01% Add +11.6% 583,695 $48.2M
JPMorgan Chase & Co. 0.00% Add +8.4% 517,451 $42.7M
Sequoia Financial Advisors, LLC 0.32% Add +9.0% 497,002 $41.0M
Osaic Holdings, Inc. 0.09% Add +105.5% 496,834 $41.0M
Cambridge Associates LLC /Ma/ 1.13% Reduce -19.5% 475,879 $39.3M
HighTower Advisors, LLC 0.05% Add +2.2% 452,054 $37.3M
Comerica Bank 0.15% Add +0.6% 418,541 $34.5M
Rockefeller Capital Management L.P. 0.08% Add +0.9% 393,180 $32.5M
Thrivent Financial for Lutherans 0.07% Reduce -18.5% 374,241 $32.3M
Condor Capital Management 2.91% Reduce -1.6% 378,439 $31.2M
Parkside Financial Bank & Trust 3.71% Add +3.0% 353,047 $29.1M
Bernardo Wealth Planning LLC 6.48% Add +2.6% 328,050 $27.1M
CW Advisors, LLC 0.32% Add +1.4% 319,415 $26.4M
Focus Partners Wealth 0.06% Add +0.9% 313,326 $25.9M
Woodard & Co. Asset Management Group Inc. 5.40% Add +11389.7% 313,095 $25.8M
Wealth Dimensions Group, Ltd. 5.85% Add +3.7% 297,155 $24.5M
Windward Private Wealth Management Inc. 9.16% Add +0.8% 284,519 $23.5M
Cetera Investment Advisers 0.05% Add +1.1% 282,711 $23.3M
Carolinas Wealth Consulting LLC 4.69% Reduce -0.8% 264,410 $21.8M
Clearstead Advisors, LLC 0.33% Add +14.8% 257,693 $21.3M
Lido Advisors, LLC 0.12% Reduce -1.0% 251,768 $20.8M
Natixis Advisors, LLC 0.04% Reduce -4.0% 246,027 $20.3M
Wealth Enhancement Advisory Services, LLC 0.04% Add +11.6% 245,723 $20.3M
Commerce Bank 0.13% Add +13.7% 245,494 $20.3M
M&T Bank Corp 0.07% Add +10.6% 242,115 $20.0M
Optas, LLC 3.36% Add +96.3% 233,704 $19.3M
Financial Synergies Wealth Advisors, Inc. 2.26% Reduce -1.2% 224,584 $18.5M
Captrust Financial Advisors 0.04% Reduce -10.6% 207,769 $17.1M
Beacon Pointe Advisors, LLC 0.19% Add +1.6% 201,037 $16.6M
Silvercrest Asset Management Group LLC 0.12% Add +0.9% 194,749 $16.1M
FSM Wealth Advisors, LLC 3.36% Add +3.2% 180,739 $14.9M
Verdence Capital Advisors LLC 1.13% Reduce -33.5% 179,467 $14.8M
Private Advisor Group, LLC 0.09% Add +75.9% 174,762 $14.4M
Mariner, LLC 0.02% Add +19.8% 165,526 $13.7M
Waldron Private Wealth LLC 0.58% Reduce -6.0% 149,904 $12.4M
Allworth Financial LP 0.07% Reduce -3.5% 154,967 $12.3M
Kickstand Ventures, Llc. 3.05% Add +13.2% 143,256 $11.8M
Fifth Third Securities, Inc. 0.98% Add +2.8% 141,405 $11.7M
Integrated Wealth Concepts LLC 0.13% Add +1406.4% 132,683 $11.0M
Hillman Co. 4.11% No change 131,536 $10.9M
Deane Retirement Strategies, Inc. 4.88% Add +5.1% 124,102 $10.2M
Country Club Bank 0.68% Add +9.1% 122,832 $10.0M
Highline Wealth Partners LLC 3.32% Reduce -16.8% 119,233 $9.8M
Highland Capital Management, LLC 0.57% Reduce -1.5% 115,657 $9.5M
Creative Planning 0.01% Add +89.9% 112,950 $9.3M
Freedom Investment Management, Inc. 0.77% Add +327.7% 111,135 $9.2M
Quantinno Capital Management LP 0.06% Add +16.3% 107,918 $8.9M
Kestra Advisory Services, LLC 0.04% Add +7.8% 107,142 $8.8M
Bank of Montreal 0.00% Add +10.7% 107,122 $8.8M
FourThought Financial Partners, LLC 0.90% Reduce -70.3% 104,607 $8.6M
Brand Asset Management Group, Inc. 3.54% Add +0.8% 102,833 $8.5M
Geneos Wealth Management Inc. 0.28% Reduce -2.0% 99,708 $8.2M
Westwood Holdings Group Inc. 0.06% Add +41.5% 98,058 $8.1M
Vance Wealth, LLC 2.72% Reduce -17.5% 87,694 $7.2M
MetLife Investment Management, LLC 0.04% New 86,807 $7.2M
Zacks Investment Management 0.07% Reduce -20.1% 85,692 $7.1M
Ieq Capital, LLC 0.05% Reduce -0.2% 82,582 $6.8M
Stifel Financial Corp. 0.01% Add +1.9% 79,852 $6.6M
NewEdge Advisors, LLC 0.04% Reduce -0.9% 76,640 $6.3M
Brown Advisory Inc. 0.01% Add +0.5% 74,451 $6.1M
First Horizon Advisors, Inc. 0.17% Add +10.3% 72,247 $6.0M
Kera Capital Partners, Inc. 1.75% New 71,363 $5.9M
Savant Capital, LLC 0.05% Reduce -0.9% 68,152 $5.6M
Jane Street Group, LLC 0.01% New 67,073 $5.5M
Mutual Advisors, LLC 0.16% Add +11.3% 68,865 $5.5M
Diversified Enterprises, LLC 0.44% Reduce -5.7% 62,745 $5.2M
Macroview Investment Management LLC 4.67% Add +27.4% 60,060 $5.0M
Principal Financial Group Inc. 0.00% Reduce -1.4% 59,722 $4.9M
Curtis Advisory Group, LLC 1.42% Reduce -5.0% 58,551 $4.8M
Jordan Park Group LLC 0.34% No change 57,114 $4.7M
Sanctuary Advisors, LLC 0.03% Add +0.5% 54,247 $4.5M
Kanawha Capital Management LLC 0.34% Add +2.8% 52,961 $4.4M
Perigon Wealth Management, LLC 0.11% Add +255.8% 52,672 $4.3M
Atria Wealth Solutions, Inc. 0.05% Add +70.7% 52,604 $4.3M

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

Show all 462 holders