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 419 institutions that hold shares in the stock, with a total of 72.9 Million shares, which have been reported (via 13F filing form) to have a value of $5.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hapanowicz & Associates Financial Services, Inc
|
Oct 30, 2024 Q3 2024 |
560,191
shares
|
$46.1 Million
23.66% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
470,411
shares
|
$38.7 Million
0.01% of portfolio
|
Q3 2024
Added 6.74%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
449,009
shares
|
$36.9 Million
0.07% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
440,233
shares
|
$36.2 Million
0.41% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
432,022
shares
|
$35.5 Million
0.0% of portfolio
|
Q3 2024
Added 13.37%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
418,589
shares
|
$34.4 Million
0.14% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
417,597
shares
|
$34.3 Million
0.05% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
407,398
shares
|
$33.5 Million
0.17% of portfolio
|
Q2 2023
Added 12.82%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
384,458
shares
|
$31.6 Million
0.09% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
383,265
shares
|
$31.5 Million
2.93% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
315,499
shares
|
$25.9 Million
3.75% of portfolio
|
Q3 2024
Added 21.74%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
314,620
shares
|
$25.9 Million
0.36% of portfolio
|
Q3 2024
Reduced 18.4%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
314,297
shares
|
$25.8 Million
0.31% of portfolio
|
Q3 2023
Reduced 0.78%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
306,819
shares
|
$25.2 Million
6.31% of portfolio
|
Q3 2024
Added 17.07%
|
|
|
Windward Private Wealth Management Inc.
|
Oct 31, 2024 Q3 2024 |
283,962
shares
|
$23.4 Million
9.1% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
280,304
shares
|
$23.1 Million
4.05% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
279,268
shares
|
$23 Million
0.37% of portfolio
|
Q3 2024
Added 31.77%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
275,731
shares
|
$22.7 Million
5.83% of portfolio
|
Q3 2024
Added 8.04%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
273,940
shares
|
$22.5 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
259,251
shares
|
$21.3 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
257,461
shares
|
$21.2 Million
2.01% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
253,630
shares
|
$20.9 Million
0.04% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
228,082
shares
|
$18.8 Million
2.36% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
212,653
shares
|
$17.5 Million
2.58% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
204,032
shares
|
$16.8 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.06%
|