Vanguard Russell 1000 ValueVONVETF

13F holders, Q4 2025 (December 31)
537holders +39
63new positions
36sold out
5famous investors
$92.32avg. 13F price*

At the end of Q4 2025, 537 institutions reported holding Vanguard Russell 1000 Value (VONV) in their 13F filings, up 39 from Q3 2025. 63 opened new positions and 36 sold out. The largest holders were Bank of America Corp. ($2.3B), LPL Financial LLC ($1.1B) and Morgan Stanley ($510.0M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions63$239.3M
Exits36$161.5M

All 13F filers, Q3 2025 → Q4 2025: 8,580,484 shares bought and 12,295,132 shares sold, net −3,714,648 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 537 holders

Bank of America Corp. 0.17% Reduce -12.2% 25,008,474 $2.3B
LPL Financial LLC 0.29% Add +8.5% 11,418,321 $1.1B
Morgan Stanley 0.03% Reduce -6.0% 5,525,018 $510.0M
Tiaa Trust, National Association 1.05% Add +4.0% 4,726,716 $436.3M
SageView Advisory Group, LLC 9.22% Add +7.0% 2,955,832 $272.8M
Goldman Sachs Group Inc. 0.04% Add +227.9% 2,684,203 $247.8M
UBS Group AG 0.05% Reduce -3.5% 2,653,426 $244.9M
Phoenix Financial Ltd. 2.36% Reduce -18.6% 2,362,300 $218.0M
Envestnet Asset Management Inc. 0.05% Reduce -0.9% 1,809,157 $167.0M
Janney Montgomery Scott LLC 0.35% Add +1.5% 1,657,907 $153.0M
Raymond James Financial Inc. 0.04% Add +7.1% 1,534,887 $141.7M
OpenArc Corporate Advisory, LLC 2.25% — 1,472,130 $135.9M
Truist Financial Corp. 0.18% Reduce -1.0% 1,461,212 $134.9M
Commonwealth Equity Services, LLC 0.18% Add +4.6% 1,444,888 $133.4M
Wells Fargo & Company 0.03% Add +3.2% 1,402,146 $129.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% New 1,333,304 $123.1M
Pathstone Holdings, LLC 0.43% Reduce -1.1% 1,212,213 $111.9M
Citigroup Inc. 0.07% Add +3.0% 1,076,212 $99.3M
Osaic Holdings, Inc. 0.13% Add +18.1% 981,971 $90.7M
Global Strategic Investment Solutions, LLC 8.14% Reduce -0.8% 902,562 $83.3M
Aaron Wealth Advisors LLC 4.50% Add +8.2% 876,547 $80.9M
Equitable Holdings, Inc. 0.55% Add +0.8% 869,949 $80.3M
Ameriprise Financial Inc. 0.02% Reduce -22.1% 840,278 $77.6M
PNC Financial Services Group, Inc. 0.04% Add +0.6% 771,849 $71.2M
WestHill Financial Advisors, Inc. 13.18% Add +0.7% 751,666 $69.4M
Adventist Health System/ West 10.75% No change 692,800 $63.9M
Royal Bank of Canada 0.01% Add +4.3% 631,573 $58.3M
Hapanowicz & Associates Financial Services, Inc 22.07% Add +0.8% 610,117 $56.3M
JPMorgan Chase & Co. 0.00% Reduce -0.4% 586,421 $54.1M
Cambridge Associates LLC /Ma/ 0.80% Reduce -0.7% 526,321 $48.6M
Rockefeller Capital Management L.P. 0.09% Add +16.6% 525,814 $48.5M
HighTower Advisors, LLC 0.05% Add +2.1% 483,238 $44.6M
Exchange Traded Concepts, LLC 0.34% Add +11.4% 442,063 $40.8M
MML Investors Services, LLC 0.09% Add +1.6% 392,550 $36.2M
Parkside Financial Bank & Trust 2.67% Add +2.4% 386,590 $35.7M
Sequoia Financial Advisors, LLC 0.20% Reduce -3.2% 386,206 $35.6M
Condor Capital Management 2.83% Reduce -1.3% 378,773 $35.0M
Verdence Capital Advisors LLC 2.07% Add +49.7% 378,142 $34.9M
Brio Consultants, LLC 4.49% Add +8.4% 374,469 $34.6M
Silvercrest Asset Management Group LLC 0.23% Add +18.1% 364,915 $33.7M
Comerica Bank 0.13% Reduce -1.4% 353,097 $32.6M
Bernardo Wealth Planning LLC 5.91% Add +0.0% 336,028 $31.0M
Wealth Dimensions Group, Ltd. 6.07% Add +3.5% 331,276 $30.6M
Focus Partners Wealth 0.03% Add +3.6% 327,053 $30.2M
Lido Advisors, LLC 0.12% Reduce -5.9% 323,518 $29.8M
Global Retirement Partners, LLC 0.52% Add +4.3% 319,347 $29.5M
Windward Private Wealth Management Inc. 9.88% Add +0.1% 309,185 $28.5M
Cetera Investment Advisers 0.03% Add +7.6% 307,707 $28.4M
Captrust Financial Advisors 0.05% Reduce -20.5% 307,315 $28.4M
Private Advisor Group, LLC 0.13% Add +17.2% 295,487 $27.3M
Commerce Bank 0.15% Reduce -1.4% 289,407 $26.7M
Callan Family Office, LLC 0.57% New 288,473 $26.6M
Jones Financial Companies LLLP 0.02% Add +112.5% 287,861 $26.6M
M&T Bank Corp 0.08% Add +1.5% 273,490 $25.2M
Wellington Management Group LLP 0.00% Reduce -94.9% 267,580 $24.7M
Baird Financial Group, Inc. 0.04% Add +4438.2% 266,436 $24.6M
Clearstead Advisors, LLC 0.29% Reduce -0.0% 251,249 $23.2M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -2.5% 234,372 $22.3M
Beacon Pointe Advisors, LLC 0.15% Add +29.0% 231,276 $21.3M
Cresset Asset Management, LLC 0.09% Add +2534.9% 223,518 $20.6M
Financial Synergies Wealth Advisors, Inc. 1.97% Reduce -0.8% 221,259 $20.4M
FSM Wealth Advisors, LLC 2.76% Add +1.1% 218,692 $20.2M
New York Life Investment Management LLC 0.17% Add +105.7% 218,347 $20.2M
Waldron Private Wealth LLC 0.75% Reduce -1.4% 204,555 $18.9M
BNP Paribas Financial Markets 0.01% New 200,000 $18.5M
Mariner, LLC 0.02% Add +2.4% 193,698 $17.9M
Balentine LLC 0.66% Reduce -9.5% 189,189 $17.5M
Thrivent Financial for Lutherans 0.03% Add +459.2% 170,907 $15.8M
Arrowroot Family Office, LLC 5.57% Add +11.6% 165,971 $15.3M
DAVENPORT & Co LLC 0.08% Add +328.5% 152,174 $14.0M
CIBC Private Wealth Group LLC 0.02% Add +13241.0% 142,348 $13.1M
FourThought Financial Partners, LLC 1.11% Reduce -2.7% 142,262 $13.1M
Allworth Financial LP 0.05% Reduce -8.2% 138,820 $12.8M
Fifth Third Securities, Inc. 0.81% Reduce -4.8% 134,067 $12.4M
Quantinno Capital Management LP 0.02% Add +9.3% 130,230 $12.0M
Kestra Advisory Services, LLC 0.05% Add +4.2% 128,559 $11.9M
Centric Wealth Management 2.42% Add +46.7% 117,560 $11.4M
First National Bank of Omaha 0.33% New 120,685 $11.2M
71 West Capital Partners 0.51% — 121,253 $11.2M
MJP Associates Inc. 1.34% New 116,318 $10.7M
Advisor OS, LLC 0.86% New 116,318 $10.7M
Highland Capital Management, LLC 0.53% Add +0.1% 115,860 $10.7M
Brand Asset Management Group, Inc. 2.95% Add +2.1% 114,313 $10.6M
Highline Wealth Partners LLC 2.82% Add +8.5% 108,771 $10.0M
Geneos Wealth Management Inc. 0.23% Add +2.9% 103,370 $9.5M
Brandywine Asset Management, Inc. 6.63% — 96,490 $9.4M
Diversified Enterprises, LLC 0.54% Add +12.6% 98,415 $9.1M
Franklin Resources Inc. 0.00% Add +0.6% 97,857 $9.0M
TD Private Client Wealth LLC 0.18% Add +141.1% 92,907 $8.6M
Sanctuary Advisors, LLC 0.05% Add +48.8% 91,429 $8.4M
NewEdge Advisors, LLC 0.03% Add +16.4% 91,211 $8.4M
&partners 0.04% Add +1.6% 88,938 $8.2M
First Merchants Corp. 0.30% No change 87,500 $8.1M
Westwood Holdings Group Inc. 0.07% Reduce -6.3% 87,119 $8.0M
Fund Evaluation Group, LLC 0.26% No change 86,400 $8.0M
Integrated Wealth Concepts LLC 0.09% Add +0.9% 78,859 $7.3M
Brown Advisory Inc. 0.01% Add +0.7% 78,556 $7.3M
Kera Capital Partners, Inc. 0.89% Add +8.5% 74,404 $7.2M
Stifel Financial Corp. 0.01% Reduce -11.8% 77,668 $7.2M
One Capital Management, LLC 0.22% Add +49.2% 77,179 $7.1M

"% 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 537 holders