Vanguard Russell 1000 ValueVONVETF

13F holders, Q2 2025 (June 30)
479holders +17
49new positions
37sold out
5famous investors
$85.07avg. 13F price*

At the end of Q2 2025, 479 institutions reported holding Vanguard Russell 1000 Value (VONV) in their 13F filings, up 17 from Q1 2025. 49 opened new positions and 37 sold out. The largest holders were Bank of America Corp. ($2.4B), LPL Financial LLC ($868.3M) and Morgan Stanley ($487.7M). 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

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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions49$78.4M
Exits37$47.3M

All 13F filers, Q1 2025 → Q2 2025: 9,795,059 shares bought and 2,662,278 shares sold, net +7,132,781 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 479 holders

Bank of America Corp. 0.19% Add +14.7% 27,652,296 $2.4B
LPL Financial LLC 0.29% Add +13.5% 10,190,509 $868.3M
Morgan Stanley 0.03% Reduce -1.4% 5,723,509 $487.7M
Tiaa Trust, National Association 0.98% Add +7.0% 4,400,842 $375.0M
SageView Advisory Group, LLC 9.15% Add +8.0% 2,780,136 $241.9M
UBS Group AG 0.05% Reduce -0.6% 2,702,507 $230.3M
Envestnet Asset Management Inc. 0.06% Add +0.8% 2,231,529 $190.1M
Janney Montgomery Scott LLC 0.36% Reduce -0.7% 1,595,820 $136.0M
Commonwealth Equity Services, LLC 0.17% Add +9.3% 1,540,685 $131.3M
Raymond James Financial Inc. 0.04% Add +26.2% 1,400,005 $119.3M
Wells Fargo & Company 0.03% Add +8.8% 1,393,618 $118.8M
Truist Financial Corp. 0.15% Add +18.0% 1,203,793 $102.6M
Pathstone Holdings, LLC 0.40% Add +39.2% 1,421,961 $101.8M
Citigroup Inc. 0.06% Add +12.7% 1,052,746 $89.7M
Franklin Resources Inc. 0.02% Reduce -3.9% 955,300 $81.4M
Global Strategic Investment Solutions, LLC 7.96% Reduce -0.4% 874,759 $74.5M
Equitable Holdings, Inc. 0.59% Add +2.5% 841,133 $71.7M
Ameriprise Financial Inc. 0.02% Reduce -41.8% 816,943 $69.7M
PNC Financial Services Group, Inc. 0.04% Reduce -0.6% 783,536 $66.8M
MML Investors Services, LLC 0.18% Reduce -0.0% 738,695 $62.9M
Aaron Wealth Advisors LLC 6.37% Add +1.5% 731,432 $62.3M
WestHill Financial Advisors, Inc. 12.97% Reduce -0.3% 717,630 $61.1M
Goldman Sachs Group Inc. 0.01% Add +21.8% 711,122 $60.6M
Adventist Health System/ West 8.77% No change 692,800 $59.0M
Sequoia Financial Advisors, LLC 0.34% Add +18.6% 589,570 $50.2M
Hapanowicz & Associates Financial Services, Inc 25.31% Add +0.6% 588,179 $50.1M
JPMorgan Chase & Co. 0.00% Add +11.6% 577,227 $49.2M
Royal Bank of Canada 0.01% Reduce -20.3% 572,294 $48.8M
Cambridge Associates LLC /Ma/ 0.97% Add +9.1% 519,237 $44.2M
HighTower Advisors, LLC 0.05% Add +2.8% 464,890 $39.6M
Osaic Holdings, Inc. 0.07% Reduce -8.1% 456,496 $38.9M
Rockefeller Capital Management L.P. 0.08% Add +9.2% 429,448 $36.6M
Comerica Bank 0.14% Reduce -0.9% 414,762 $35.3M
CW Advisors, LLC 0.34% Add +28.4% 409,969 $34.9M
Captrust Financial Advisors 0.07% Add +83.7% 381,597 $32.5M
Wellington Management Group LLP 0.01% Reduce -35.5% 381,113 $32.5M
Condor Capital Management 2.80% Add +0.2% 379,075 $32.3M
Parkside Financial Bank & Trust 3.41% Add +5.1% 371,164 $31.6M
Lido Advisors, LLC 0.15% Add +33.8% 336,810 $28.7M
Bernardo Wealth Planning LLC 6.20% Add +2.1% 334,949 $28.5M
Brio Consultants, LLC 4.14% New 332,904 $28.4M
Woodard & Co. Asset Management Group Inc. 4.95% Add +0.9% 316,045 $26.9M
Focus Partners Wealth 0.06% Add +0.5% 314,809 $26.8M
Wealth Dimensions Group, Ltd. 5.79% Add +3.8% 308,458 $26.3M
Silvercrest Asset Management Group LLC 0.17% Add +54.8% 301,480 $25.7M
Global Retirement Partners, LLC 0.64% — 301,067 $25.7M
Windward Private Wealth Management Inc. 9.24% Add +5.7% 300,799 $25.6M
M&T Bank Corp 0.08% Add +12.4% 272,084 $23.2M
Clearstead Advisors, LLC 0.30% Reduce -1.7% 253,339 $21.6M
Commerce Bank 0.13% Add +2.2% 250,964 $21.4M
Cetera Investment Advisers 0.04% Reduce -12.8% 246,390 $21.0M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -3.5% 237,150 $20.5M
Natixis Advisors, LLC 0.03% Reduce -4.4% 235,299 $20.1M
Exchange Traded Concepts, LLC 0.25% New 234,086 $19.9M
Balentine LLC 0.75% Add +7526400.0% 225,795 $19.2M
Financial Synergies Wealth Advisors, Inc. 2.08% Reduce -0.0% 224,538 $19.1M
Verdence Capital Advisors LLC 1.27% Add +21.9% 218,867 $18.6M
Waldron Private Wealth LLC 0.81% Add +45.9% 218,735 $18.6M
FSM Wealth Advisors, LLC 2.93% Add +16.0% 209,644 $18.0M
Private Advisor Group, LLC 0.09% Add +16.0% 202,707 $17.3M
Beacon Pointe Advisors, LLC 0.18% Add +0.5% 201,943 $17.2M
Mariner, LLC 0.02% Add +13.7% 188,192 $16.0M
BNP Paribas Financial Markets 0.01% Add +25943.8% 175,014 $14.9M
Allworth Financial LP 0.06% Reduce -1.3% 152,971 $13.0M
Arrowroot Family Office, LLC 5.37% — 140,557 $12.0M
Fifth Third Securities, Inc. 0.89% Reduce -1.2% 139,725 $11.9M
Quantinno Capital Management LP 0.05% Add +28.2% 138,369 $11.8M
FourThought Financial Partners, LLC 1.03% Add +17.5% 122,876 $10.5M
Thrivent Financial for Lutherans 0.02% Reduce -67.2% 122,857 $10.5M
Jones Financial Companies LLLP 0.01% Add +141.6% 121,581 $10.3M
Country Club Bank 0.63% Reduce -4.5% 117,310 $10.0M
Highland Capital Management, LLC 0.53% Add +0.1% 115,727 $9.9M
Kestra Advisory Services, LLC 0.05% Add +3.6% 110,996 $9.5M
Optas, LLC 1.78% Reduce -52.9% 110,119 $9.4M
Brand Asset Management Group, Inc. 3.44% Add +5.2% 108,141 $9.2M
Kera Capital Partners, Inc. 1.81% Add +51.2% 107,919 $9.2M
New York Life Investment Management LLC 0.08% Add +234.4% 106,167 $9.0M
Geneos Wealth Management Inc. 0.21% Reduce -0.6% 99,109 $8.4M
SWAN Capital LLC 3.65% Add +217.7% 98,612 $8.4M
Highline Wealth Partners LLC 2.48% Reduce -17.6% 98,215 $8.4M
Freedom Investment Management, Inc. 0.65% Reduce -13.9% 95,635 $8.1M
Westwood Holdings Group Inc. 0.06% Reduce -6.0% 92,213 $7.9M
MetLife Investment Management, LLC 0.04% Reduce -3.6% 83,660 $7.1M
Ieq Capital, LLC 0.04% Add +0.8% 83,261 $7.1M
Stifel Financial Corp. 0.01% Add +3.4% 82,538 $7.0M
Mission Wealth Management, LP 0.15% Add +453.6% 80,265 $6.8M
NewEdge Advisors, LLC 0.04% Add +4.4% 79,981 $6.8M
Mutual Advisors, LLC 0.17% Add +11.9% 77,090 $6.7M
Integrated Wealth Concepts LLC 0.07% Reduce -40.4% 79,061 $6.7M
Zacks Investment Management 0.06% Reduce -8.5% 78,371 $6.7M
Brown Advisory Inc. 0.01% Add +4.8% 78,030 $6.6M
Centric Wealth Management 1.58% New 77,183 $6.6M
Diversified Enterprises, LLC 0.49% Add +22.7% 77,002 $6.6M
Sentinel Wealth Management, Inc. 5.85% — 73,139 $6.2M
First Horizon Advisors, Inc. 0.16% Reduce -0.4% 71,958 $6.1M
Creative Planning 0.00% Reduce -40.5% 67,239 $5.7M
Savant Capital, LLC 0.04% Reduce -3.2% 65,964 $5.6M
Symphony Financial, Ltd. Co. 0.70% Add +875.5% 62,676 $5.3M
Curtis Advisory Group, LLC 1.33% Add +6.1% 62,116 $5.3M
Macroview Investment Management LLC 4.33% Add +3.2% 61,957 $5.3M

"% 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 479 holders