Vanguard Russell 1000 ValueVONVETF

13F holders, Q3 2025 (September 30)
498holders +19
48new positions
21sold out
5famous investors
$89.35avg. 13F price*

At the end of Q3 2025, 498 institutions reported holding Vanguard Russell 1000 Value (VONV) in their 13F filings, up 19 from Q2 2025. 48 opened new positions and 21 sold out. The largest holders were Bank of America Corp. ($2.5B), LPL Financial LLC ($940.8M) and Morgan Stanley ($525.1M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions48$294.5M
Exits21$27.4M

All 13F filers, Q2 2025 → Q3 2025: 13,677,785 shares bought and 3,469,531 shares sold, net +10,208,254 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 498 holders

Bank of America Corp. 0.19% Add +3.0% 28,476,088 $2.5B
LPL Financial LLC 0.27% Add +3.3% 10,527,148 $940.8M
Morgan Stanley 0.03% Add +2.7% 5,876,073 $525.1M
Wellington Management Group LLP 0.08% Add +1284.2% 5,275,187 $471.4M
Tiaa Trust, National Association 0.99% Add +3.3% 4,545,391 $406.2M
Phoenix Financial Ltd. 3.16% New 2,904,000 $259.5M
SageView Advisory Group, LLC 8.52% Reduce -0.6% 2,762,237 $246.9M
UBS Group AG 0.05% Add +1.8% 2,750,558 $245.8M
Envestnet Asset Management Inc. 0.05% Reduce -18.2% 1,826,162 $163.2M
Macquarie Group Ltd. 0.18% Add +6414.6% 1,677,784 $149.9M
Janney Montgomery Scott LLC 0.35% Add +2.3% 1,633,236 $146.0M
Truist Financial Corp. 0.18% Add +22.6% 1,475,445 $131.9M
Raymond James Financial Inc. 0.04% Add +2.4% 1,433,430 $128.1M
Commonwealth Equity Services, LLC 0.16% Reduce -10.4% 1,380,862 $123.4M
Wells Fargo & Company 0.02% Reduce -2.5% 1,358,252 $121.4M
Pathstone Holdings, LLC 0.42% Reduce -13.8% 1,226,202 $109.6M
Ameriprise Financial Inc. 0.02% Add +32.0% 1,078,078 $96.4M
Citigroup Inc. 0.06% Reduce -0.8% 1,044,828 $93.4M
Global Strategic Investment Solutions, LLC 8.11% Add +4.0% 909,920 $81.3M
Equitable Holdings, Inc. 0.57% Add +2.6% 862,843 $77.1M
Osaic Holdings, Inc. 0.10% Add +82.2% 831,794 $74.1M
Goldman Sachs Group Inc. 0.01% Add +15.1% 818,694 $73.2M
Aaron Wealth Advisors LLC 4.38% Add +10.8% 810,318 $72.4M
PNC Financial Services Group, Inc. 0.04% Reduce -2.0% 767,504 $68.6M
WestHill Financial Advisors, Inc. 13.07% Add +4.0% 746,263 $66.7M
Adventist Health System/ West 10.09% No change 692,800 $61.9M
Royal Bank of Canada 0.01% Add +5.8% 605,696 $54.1M
Hapanowicz & Associates Financial Services, Inc 24.96% Add +2.9% 604,945 $54.1M
JPMorgan Chase & Co. 0.00% Add +2.0% 588,931 $52.6M
Cambridge Associates LLC /Ma/ 0.87% Add +2.1% 530,123 $47.4M
HighTower Advisors, LLC 0.05% Add +1.9% 473,484 $42.3M
Rockefeller Capital Management L.P. 0.08% Add +5.1% 451,164 $40.3M
Sequoia Financial Advisors, LLC 0.22% Reduce -32.4% 398,831 $35.6M
Exchange Traded Concepts, LLC 0.34% Add +69.5% 396,879 $35.5M
Captrust Financial Advisors 0.07% Add +1.3% 386,643 $34.6M
MML Investors Services, LLC 0.09% Reduce -47.7% 386,553 $34.5M
Condor Capital Management 2.81% Add +1.3% 383,809 $34.3M
Parkside Financial Bank & Trust 2.61% Add +1.7% 377,483 $33.7M
Comerica Bank 0.12% Reduce -13.7% 358,049 $32.0M
Brio Consultants, LLC 4.25% Add +3.8% 345,535 $30.9M
Lido Advisors, LLC 0.13% Add +2.1% 343,947 $30.7M
Bernardo Wealth Planning LLC 5.89% Add +0.3% 335,966 $30.0M
Wealth Dimensions Group, Ltd. 5.88% Add +3.8% 320,217 $28.6M
Focus Partners Wealth 0.05% Add +0.3% 315,736 $28.2M
Windward Private Wealth Management Inc. 9.53% Add +2.7% 308,952 $27.6M
Silvercrest Asset Management Group LLC 0.18% Add +2.5% 308,926 $27.6M
Global Retirement Partners, LLC 0.61% Add +1.6% 306,037 $27.4M
Commerce Bank 0.15% Add +17.0% 293,635 $26.2M
Cetera Investment Advisers 0.03% Add +16.1% 286,087 $25.6M
M&T Bank Corp 0.08% Reduce -1.0% 269,465 $24.1M
Verdence Capital Advisors LLC 1.33% Add +15.4% 252,651 $23.0M
Private Advisor Group, LLC 0.11% Add +24.4% 252,195 $22.5M
Clearstead Advisors, LLC 0.33% Reduce -0.8% 251,314 $22.5M
Wealth Enhancement Advisory Services, LLC 0.03% Add +1.4% 240,371 $21.6M
Natixis Advisors, LLC 0.03% Add +2.1% 240,140 $21.5M
Financial Synergies Wealth Advisors, Inc. 2.02% Reduce -0.7% 222,960 $19.9M
FSM Wealth Advisors, LLC 2.73% Add +3.2% 216,319 $19.3M
Balentine LLC 0.69% Reduce -7.4% 209,112 $18.7M
Waldron Private Wealth LLC 0.75% Reduce -5.2% 207,376 $18.5M
Mariner, LLC 0.02% Add +0.5% 189,165 $16.9M
Beacon Pointe Advisors, LLC 0.14% Reduce -11.2% 179,315 $16.0M
Allworth Financial LP 0.06% Reduce -1.1% 151,249 $13.5M
Arrowroot Family Office, LLC 5.30% Add +5.8% 148,681 $13.3M
FourThought Financial Partners, LLC 1.15% Add +19.0% 146,204 $13.1M
Fifth Third Securities, Inc. 0.86% Add +0.8% 140,892 $12.6M
Jones Financial Companies LLLP 0.01% Add +11.4% 135,456 $12.1M
Kestra Advisory Services, LLC 0.05% Add +11.2% 123,380 $11.0M
Quantinno Capital Management LP 0.03% Reduce -13.9% 119,192 $10.7M
Country Club Bank 0.63% Add +1.3% 118,775 $10.6M
Highland Capital Management, LLC 0.52% Add +0.1% 115,804 $10.3M
Brand Asset Management Group, Inc. 2.82% Add +3.5% 111,978 $10.0M
New York Life Investment Management LLC 0.08% No change 106,167 $9.5M
Geneos Wealth Management Inc. 0.23% Add +1.4% 100,483 $9.0M
Highline Wealth Partners LLC 2.41% Add +2.1% 100,261 $9.0M
Franklin Resources Inc. 0.00% Reduce -89.8% 97,275 $8.7M
Westwood Holdings Group Inc. 0.06% Add +0.9% 93,005 $8.3M
Stifel Financial Corp. 0.01% Add +6.7% 88,080 $7.9M
Ieq Capital, LLC 0.02% Add +5.1% 87,540 $7.8M
&partners 0.05% Add +819.5% 87,513 $7.8M
First Merchants Corp. 0.29% New 87,500 $7.8M
Diversified Enterprises, LLC 0.53% Add +13.5% 87,420 $7.8M
Fund Evaluation Group, LLC 0.28% New 86,400 $7.7M
Mutual Advisors, LLC 0.16% Add +4.0% 80,132 $7.2M
Centric Wealth Management 1.60% Add +3.8% 80,113 $7.2M
Optas, LLC 1.19% Reduce -28.7% 78,505 $7.0M
NewEdge Advisors, LLC 0.03% Reduce -2.0% 78,361 $7.0M
Integrated Wealth Concepts LLC 0.06% Reduce -1.1% 78,177 $7.0M
Brown Advisory Inc. 0.01% No change 78,030 $7.0M
Mission Wealth Management, LP 0.14% Reduce -3.3% 77,633 $6.9M
SWAN Capital LLC 2.71% Reduce -24.2% 74,704 $6.7M
Sentinel Wealth Management, Inc. 5.77% Add +1.6% 74,300 $6.6M
Savant Capital, LLC 0.04% Add +6.5% 70,233 $6.3M
Kera Capital Partners, Inc. 0.92% Reduce -36.5% 68,581 $6.1M
RFG Advisory, LLC 0.13% Add +121.2% 67,606 $6.0M
Creative Planning 0.00% Reduce -0.7% 66,781 $6.0M
Bokf, NA 0.09% Add +48.9% 63,815 $5.7M
Symphony Financial, Ltd. Co. 0.69% Add +1.9% 63,844 $5.7M
Curtis Advisory Group, LLC 1.28% Add +2.0% 63,390 $5.7M
Sanctuary Advisors, LLC 0.03% Add +4.2% 61,457 $5.5M
Golden Road Advisors LLC 3.13% Add +2.4% 60,476 $5.4M

"% 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 498 holders