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 423 institutions that hold shares in the stock, with a total of 72.8 Million shares, which have been reported (via 13F filing form) to have a value of $6.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
22,612
shares
|
$1.9 Million
0.04% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
22,409
shares
|
$1.88 Million
0.04% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Jan 06, 2025 Q4 2024 |
22,363
shares
|
$1.88 Million
1.08% of portfolio
|
Q1 2024
Added 4.2%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
21,858
shares
|
$1.84 Million
0.12% of portfolio
|
Q2 2021
Added 100.0%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
21,354
shares
|
$1.8 Million
0.23% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
20,568
shares
|
$1.73 Million
1.36% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
20,374
shares
|
$1.71 Million
1.0% of portfolio
|
Q1 2024
Added 20.47%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
20,021
shares
|
$1.68 Million
0.46% of portfolio
|
Q3 2024
Added 379.89%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
19,572
shares
|
$1.65 Million
0.51% of portfolio
|
Q4 2024
Reduced 11.53%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
19,320
shares
|
$1.62 Million
1.18% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
19,012
shares
|
$1.6 Million
0.02% of portfolio
|
Q3 2024
Added 18.84%
|
|
|
Advocacy Wealth Management Services, LLC
|
Oct 31, 2024 Q3 2024 |
18,626
shares
|
$1.57 Million
0.13% of portfolio
|
Q3 2024
Reduced 10.12%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
18,376
shares
|
$1.54 Million
0.1% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
18,138
shares
|
$1.52 Million
1.15% of portfolio
|
Q3 2024
Added 5.71%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
17,514
shares
|
$1.47 Million
0.05% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
17,422
shares
|
$1.46 Million
0.41% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
16,988
shares
|
$1.43 Million
0.17% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 12, 2024 Q3 2024 |
16,957
shares
|
$1.43 Million
0.61% of portfolio
|
Q4 2022
New holding
|
|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
16,570
shares
|
$1.39 Million
0.18% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
16,116
shares
|
$1.35 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
15,881
shares
|
$1.33 Million
0.03% of portfolio
|
Q3 2024
Added 158.27%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
15,799
shares
|
$1.33 Million
0.01% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
15,137
shares
|
$1.27 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
14,703
shares
|
$1.24 Million
0.05% of portfolio
|
Q2 2023
Reduced 11.8%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
14,405
shares
|
$1.21 Million
0.02% of portfolio
|
Q4 2023
Added 1.1%
|