VANGUARD RUSSELL 1000 VONE
$337.71
-0.1% 52w: $267.25 – $342.21
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data267.25304.73342.21
Jun 20, 2025 Jul 2, 2026
Institutional holders
383
+6 QoQ
13F value
$4.03B
-4.8% QoQ
Smart-money holders
7
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
calls only
$309K calls / — puts
Institutional value by quarter
Number of holders
Who owns VONE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 1.3M | $383.2M | 0.0% | +8.1% |
| AMERIPRISE FINANCIAL INC | Bank broker | 910.4K | $268.7M | 0.1% | +12.6% |
| FMR LLC | Long only active | 748.8K | $221.0M | 0.0% | +1.0% |
| UBS Group AG | Bank broker | 711.2K | $209.9M | 0.0% | -10.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 555.4K | $163.9M | 0.0% | -28.6% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | Wealth advisor | 517.0K | $152.6M | 15.8% | -2.8% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 488.4K | $144.1M | 0.1% | +5.7% |
| Bank of New York Mellon Corp | Diversified mechanical | 479.1K | $141.4M | 0.0% | -1.1% |
| CITIGROUP INC | Bank broker | 459.1K | $135.5M | 0.1% | +0.1% |
| Jordan Park Group LLC | Wealth advisor | 407.7K | $120.3M | 6.4% | +8.4% |
| Apella Capital, LLC | Wealth advisor | 330.6K | $106.4M | 1.6% | +15.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 312.0K | $92.1M | 0.0% | +4.3% |
| Waverly Advisors, LLC | Wealth advisor | 297.1K | $87.7M | 0.7% | -0.6% |
| Cerity Partners LLC | Diversified mechanical | 290.2K | $85.6M | 0.1% | +75.9% |
| Hilltop Partners LLC | Wealth advisor | 250.9K | $74.0M | 19.0% | +1.0% |
| Flower City Capital | Wealth advisor | 240.8K | $71.1M | 35.6% | +1.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 235.8K | $69.6M | 0.0% | +6.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 230.0K | $67.9M | 0.0% | +2.6% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 171.7K | $50.7M | 0.3% | +77.3% |
| MAI Capital Management | Wealth advisor | 161.9K | $47.8M | 0.3% | +3.4% |
| Sherrill & Hutchins Financial Advisory, Inc | Wealth advisor | 157.5K | $46.5M | 27.5% | -1.6% |
| Heartwood Wealth Advisors LLC | Wealth advisor | 146.1K | $43.1M | 3.8% | +4.3% |
| HighTower Advisors, LLC | Diversified mechanical | 118.9K | $35.1M | 0.0% | -0.1% |
| GOLDMAN SACHS GROUP INC | Bank broker | 116.1K | $34.3M | 0.0% | +6.3% |
| VANGUARD ADVISERS INC | Wealth advisor | 112.8K | $33.3M | 0.1% | — |
| KEYBANK NATIONAL ASSOCIATION/OH | Diversified mechanical | 109.4K | $32.3M | 0.1% | -8.2% |
| LPL Financial LLC | Bank broker | 108.1K | $31.9M | 0.0% | -7.7% |
| OLD NATIONAL BANCORP /IN/ | Other | 105.8K | $31.2M | 0.5% | +2.8% |
| Cetera Investment Advisers | Wealth advisor | 98.9K | $29.2M | 0.0% | +5.0% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 98.7K | $28.4M | 0.0% | +20.7% |
| Hirtle & Co., LLC | Wealth advisor | 94.5K | $27.9M | 1.1% | +4.0% |
| EVOKE WEALTH, LLC | Wealth advisor | 90.2K | $26.6M | 0.5% | -0.7% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 79.9K | $23.6M | 0.0% | +63.8% |
| CHOREO, LLC | Wealth advisor | 74.3K | $21.9M | 0.3% | +9.2% |
| CHERRYDALE WEALTH MANAGEMENT, LLC | Wealth advisor | 73.1K | $21.6M | 6.7% | +9.0% |
| 1900 WEALTH MANAGEMENT LLC | Wealth advisor | 72.4K | $21.4M | 1.4% | +0.8% |
| JPMORGAN CHASE & CO | Bank broker | 70.9K | $20.3M | 0.0% | +3.0% |
| Parkside Financial Bank & Trust | Diversified mechanical | 68.6K | $20.2M | 1.6% | +5.6% |
| Pathstone Holdings, LLC | Diversified mechanical | 67.5K | $19.9M | 0.1% | +1.4% |
| Stegner Investment Associates Inc. | Wealth advisor | 67.3K | $19.9M | 10.9% | +3.9% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 65.1K | $19.2M | 0.0% | -1.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 63.8K | $19.0M | 0.0% | -34.6% |
| Opus Capital Group, LLC | Wealth advisor | 63.8K | $18.8M | 2.0% | +2.6% |
| NICOLET BANKSHARES INC | Wealth advisor | 61.5K | $18.2M | 0.7% | +92.9% |
| Modern Wealth Management, LLC | Wealth advisor | 58.4K | $17.4M | 0.3% | -39.0% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 54.7K | $16.1M | 0.0% | +264.8% |
| Arbor Investment Advisors, LLC | Wealth advisor | 53.3K | $15.7M | 2.0% | +0.7% |
| Pitcairn Wealth Advisors LLC | Wealth advisor | 43.7K | $13.5M | 1.2% | Held |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 44.5K | $13.1M | 0.0% | -39.5% |
| BANK OF MONTREAL /CAN/ | Bank broker | 43.9K | $12.9M | 0.0% | -81.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.