VANGUARD RUSSELL 1000 VALUE VONV
$108.23
+1.2% 52w: $81.67 – $108.23
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data81.6794.95108.23
Jun 20, 2025 Jul 2, 2026
Institutional holders
570
+34 QoQ
13F value
$14.32B
+52.4% QoQ
Smart-money holders
8
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns VONV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| UBS Group AG | Bank broker | 31.3M | $2.94B | 0.5% | +1080.0% |
| LPL Financial LLC | Bank broker | 26.2M | $2.45B | 0.7% | +129.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 23.0M | $2.16B | 0.2% | -8.1% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 6.6M | $618.3M | 0.1% | +394.7% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 5.8M | $542.3M | 2.1% | — |
| MORGAN STANLEY | Bank broker | 5.7M | $538.6M | 0.0% | +4.0% |
| Creative Planning | Wealth advisor | 3.0M | $280.2M | 0.2% | +3944.8% |
| GOLDMAN SACHS GROUP INC | Bank broker | 2.4M | $222.1M | 0.0% | -11.7% |
| Phoenix Financial Ltd. | Other | 2.4M | $221.4M | 2.1% | Held |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.2M | $210.3M | 0.1% | +24.0% |
| OpenArc Corporate Advisory, LLC | Wealth advisor | 1.8M | $170.7M | 2.4% | +23.7% |
| Janney Montgomery Scott LLC | Diversified mechanical | 1.7M | $161.1M | 0.4% | +3.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.6M | $147.1M | 0.0% | +11.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.5M | $145.1M | 0.0% | +0.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.5M | $139.9M | 0.2% | +3.3% |
| Equitable Holdings, Inc. | Wealth advisor | 937.2K | $139.4M | 0.9% | +7.7% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 1.4M | $128.4M | 0.2% | -6.2% |
| Pathstone Holdings, LLC | Diversified mechanical | 1.2M | $111.9M | 0.4% | -1.5% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.2M | $110.3M | 0.0% | +40.0% |
| Aaron Wealth Advisors LLC | Other | 1.1M | $101.9M | 5.9% | +24.0% |
| CITIGROUP INC | Bank broker | 1.0M | $97.9M | 0.1% | -2.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 963.5K | $90.4M | 0.1% | -1.9% |
| Global Strategic Investment Solutions, LLC | Wealth advisor | 916.0K | $85.9M | 8.4% | +1.5% |
| WestHill Financial Advisors, Inc. | Wealth advisor | 750.0K | $70.3M | 13.4% | -0.2% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 724.5K | $67.9M | 0.0% | -6.1% |
| ROYAL BANK OF CANADA | Bank broker | 708.1K | $66.4M | 0.0% | +12.1% |
| Adventist Health System/ West | Wealth advisor | 692.8K | $64.9M | 11.5% | Held |
| JPMORGAN CHASE & CO | Bank broker | 658.3K | $60.4M | 0.0% | +12.2% |
| Hapanowicz & Associates Financial Services, Inc | Wealth advisor | 615.8K | $57.7M | 23.0% | +0.9% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 566.3K | $52.2M | 0.0% | +96.7% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 550.4K | $51.6M | 0.1% | +4.7% |
| TIAA TRUST, NATIONAL ASSOCIATION | Wealth advisor | 543.9K | $51.0M | 3.1% | -88.5% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | Other | 533.3K | $50.0M | 0.4% | +46.2% |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | Wealth advisor | 512.0K | $48.0M | 0.8% | -2.7% |
| HighTower Advisors, LLC | Diversified mechanical | 505.9K | $47.4M | 0.1% | +4.7% |
| EXCHANGE TRADED CONCEPTS, LLC | Index provider | 455.7K | $42.7M | 0.3% | +3.1% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 453.8K | $42.5M | 0.0% | +69.6% |
| Brio Consultants, LLC | Wealth advisor | 387.2K | $39.4M | 4.8% | +3.4% |
| Parkside Financial Bank & Trust | Diversified mechanical | 398.5K | $37.4M | 2.9% | +3.1% |
| Private Advisor Group, LLC | Wealth advisor | 377.1K | $35.3M | 0.2% | +27.6% |
| CONDOR CAPITAL MANAGEMENT | Wealth advisor | 375.9K | $35.2M | 2.9% | -0.8% |
| Sequoia Financial Advisors, LLC | Wealth advisor | 374.2K | $35.1M | 0.2% | -3.1% |
| FIFTH THIRD BANCORP | Diversified mechanical | 357.3K | $33.5M | 0.1% | +14764.2% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 353.4K | $33.1M | 0.1% | -10.0% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 340.0K | $31.9M | 0.1% | +10.6% |
| Bernardo Wealth Planning LLC | Wealth advisor | 336.0K | $31.5M | 6.2% | 0.0% |
| Wealth Dimensions Group, Ltd. | Wealth advisor | 333.8K | $31.3M | 6.2% | +0.8% |
| Focus Partners Wealth | Wealth advisor | 327.0K | $30.7M | 0.0% | 0.0% |
| Cetera Investment Advisers | Wealth advisor | 312.2K | $29.3M | 0.0% | +1.5% |
| Baird Financial Group, Inc. | Diversified mechanical | 307.5K | $28.8M | 0.0% | +15.4% |
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.
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