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 418 institutions that hold shares in the stock, with a total of 71.7 Million shares, which have been reported (via 13F filing form) to have a value of $5.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advocacy Wealth Management Services, LLC
|
Jul 10, 2024 Q2 2024 |
20,724
shares
|
$1.72 Million
0.14% of portfolio
|
Q2 2024
Reduced 22.83%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
20,477
shares
|
$1.7 Million
0.26% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
20,374
shares
|
$1.69 Million
1.0% of portfolio
|
Q1 2024
Added 20.47%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
19,320
shares
|
$1.61 Million
1.18% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
18,138
shares
|
$1.51 Million
1.15% of portfolio
|
Q3 2024
Added 5.71%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
18,081
shares
|
$1.5 Million
0.09% of portfolio
|
Q2 2024
Added 77.4%
|
|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
17,663
shares
|
$1.47 Million
0.43% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Colony Family Offices, LLC
|
Aug 02, 2024 Q2 2024 |
17,534
shares
|
$1.46 Million
0.5% of portfolio
|
Q4 2023
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
17,514
shares
|
$1.46 Million
0.05% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Aug 05, 2024 Q2 2024 |
16,957
shares
|
$1.41 Million
0.61% of portfolio
|
Q4 2022
New holding
|
|
|
Integrated Investment Consultants, LLC
|
Jul 19, 2024 Q2 2024 |
16,834
shares
|
$1.4 Million
0.38% of portfolio
|
Q4 2023
Reduced 27.75%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jul 22, 2024 Q2 2024 |
16,740
shares
|
$1.39 Million
0.15% of portfolio
|
Q3 2023
Reduced 0.41%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
16,570
shares
|
$1.38 Million
0.18% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 09, 2024 Q2 2024 |
16,564
shares
|
$1.38 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Edge Capital Group, LLC
|
Aug 13, 2024 Q2 2024 |
16,473
shares
|
$1.37 Million
0.06% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
15,998
shares
|
$1.33 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.52%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 13, 2024 Q2 2024 |
15,787
shares
|
$1.31 Million
0.02% of portfolio
|
Q1 2024
Added 141.39%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
15,137
shares
|
$1.26 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 09, 2024 Q2 2024 |
14,703
shares
|
$1.22 Million
0.06% of portfolio
|
Q2 2023
Reduced 11.8%
|
|
|
Pinnacle Financial Partners Inc
|
Aug 06, 2024 Q2 2024 |
14,405
shares
|
$1.2 Million
0.02% of portfolio
|
Q4 2023
Added 1.1%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
14,385
shares
|
$1.2 Million
0.08% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2024 Q2 2024 |
14,366
shares
|
$1.19 Million
0.01% of portfolio
|
Q1 2024
Reduced 3.57%
|
|
|
Keybank National Association
|
Jul 31, 2024 Q2 2024 |
14,357
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2024
Reduced 20.03%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Jul 30, 2024 Q2 2024 |
14,248
shares
|
$1.18 Million
0.07% of portfolio
|
Q1 2024
Reduced 11.31%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
14,126
shares
|
$1.17 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.24%
|