Institutional Ownership Vanguard Russell 1000 Value Et (VONV)
This table provides information about the institutional ownership of Vanguard Russell 1000 Value Et (VONV). We have compiled data on the 499 institutions that hold shares in the stock, with a total of 92.8 Million shares, which have been reported (via 13F filing form) to have a value of $7.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Adventist Health System
Roseville, CA |
May 09, 2025 Q1 2025 |
692,800
shares
|
$57.4 Million
9.03% of portfolio
|
Q1 2022
New holding
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
590,524
shares
|
$48.9 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Apr 25, 2025 Q1 2025 |
584,473
shares
|
$48.4 Million
27.01% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
583,695
shares
|
$48.3 Million
0.01% of portfolio
|
Q1 2025
Added 11.59%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
517,451
shares
|
$42.9 Million
0.0% of portfolio
|
Q1 2025
Added 8.4%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
497,002
shares
|
$41.2 Million
0.36% of portfolio
|
Q1 2025
Added 9.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
496,834
shares
|
$41.1 Million
0.1% of portfolio
|
Q4 2024
Reduced 51.34%
|
|
|
Cambridge Associates LLC
Boston, MA |
May 15, 2025 Q1 2025 |
475,879
shares
|
$39.4 Million
1.12% of portfolio
|
Q1 2025
Reduced 19.54%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
452,054
shares
|
$37.4 Million
0.05% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
418,541
shares
|
$34.7 Million
0.15% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
407,398
shares
|
$33.7 Million
0.17% of portfolio
|
Q2 2023
Added 12.82%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
393,180
shares
|
$32.6 Million
0.09% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
378,439
shares
|
$31.3 Million
3.01% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
374,241
shares
|
$31 Million
0.11% of portfolio
|
Q1 2025
Reduced 18.48%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
353,047
shares
|
$29.2 Million
3.77% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
328,050
shares
|
$27.2 Million
6.48% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
319,415
shares
|
$26.5 Million
0.33% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
314,297
shares
|
$26 Million
0.31% of portfolio
|
Q3 2023
Reduced 0.78%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 07, 2025 Q1 2025 |
313,095
shares
|
$25.9 Million
5.67% of portfolio
|
Q1 2025
Added 11389.72%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
297,155
shares
|
$24.6 Million
5.86% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Windward Private Wealth Management Inc.
|
May 08, 2025 Q1 2025 |
284,519
shares
|
$23.6 Million
9.17% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
282,711
shares
|
$23.4 Million
0.05% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
266,484
shares
|
$22.1 Million
3.89% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
257,693
shares
|
$21.3 Million
0.34% of portfolio
|
Q1 2025
Added 14.81%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
257,461
shares
|
$21.3 Million
2.01% of portfolio
|
Q3 2024
Reduced 4.11%
|