VONV Institutional Ownership & Shareholders
VANGUARD RUSSELL 1000 VALUE (VONV) is currently held by 618 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $16.76B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Ubs Group Ag is currently the largest disclosed institutional shareholder of VONV tracked by InsiderSet, reporting ownership valued at approximately $3.53B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $3.77B, representing an estimated gain of +6.70% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed VONV value among the investors covered in this analysis. Major shareholders include Ubs Group Ag, Lpl Financial Llc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in VANGUARD RUSSELL 1000 VALUE (VONV).
This page ranks the largest institutional VONV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
618
Total Reported Value
$16.76B
Largest Holder
Ubs Group Ag
Largest Position
$3.53B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
46
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ubs Group Ag | 0.56% | 33,203,874 | $3,529,903,845 | $3,766,315,428 | +$236,411,583 | +6.70% | |
| Lpl Financial Llc | 0.65% | 27,064,856 | $2,877,264,840 | $3,069,966,616 | +$192,701,776 | +6.70% | |
| Bank Of America Corp | 0.16% | 23,651,197 | $2,514,358,751 | $2,682,755,276 | +$168,396,525 | +6.70% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 2.19% | 5,977,896 | $635,510,169 | $678,072,743 | +$42,562,574 | +6.70% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.13% | 6,595,856 | $618,295,541 | $748,167,946 | +$129,872,405 | +21.00% | |
| Morgan Stanley | 0.03% | 5,685,502 | $604,425,899 | $644,906,492 | +$40,480,593 | +6.70% | |
| Phoenix Financial Ltd. | 2.21% | 3,039,300 | $323,107,983 | $344,747,799 | +$21,639,816 | +6.70% | |
| Creative Planning | 0.15% | 2,463,448 | $267,776,839 | $279,428,907 | +$11,652,068 | +4.35% | |
| Openarc Corporate Advisory, Llc | 2.90% | 2,360,639 | $256,601,457 | $267,767,282 | +$11,165,825 | +4.35% | |
| Envestnet Asset Management Inc | 0.06% | 2,396,918 | $254,772,819 | $271,882,409 | +$17,109,590 | +6.72% | |
| Wells Fargo & Company/Mn | 0.03% | 1,822,306 | $193,729,363 | $206,704,170 | +$12,974,807 | +6.70% | |
| Janney Montgomery Scott Llc | 0.37% | 1,783,310 | $189,584,000 | $202,280,853 | +$12,696,853 | +6.70% | |
| Raymond James Financial Inc | 0.05% | 1,767,396 | $187,891,790 | $200,475,728 | +$12,583,938 | +6.70% | |
| Goldman Sachs Group Inc | 0.02% | 1,694,201 | $180,110,513 | $192,173,219 | +$12,062,706 | +6.70% | |
| Truist Financial Corp | 0.21% | 1,610,797 | $175,093,634 | $182,712,704 | +$7,619,070 | +4.35% | |
| Commonwealth Equity Services, Llc | 0.22% | 1,581,283 | $171,885,408 | $179,364,931 | +$7,479,523 | +4.35% | |
| Ameriprise Financial Inc | 0.03% | 1,235,609 | $131,374,256 | $140,155,129 | +$8,780,873 | +6.68% | |
| Citigroup Inc | 0.05% | 1,099,549 | $116,893,075 | $124,721,843 | +$7,828,768 | +6.70% | |
| Jpmorgan Chase & Co | 0.01% | 1,067,984 | $113,740,533 | $121,141,425 | +$7,400,892 | +6.51% | |
| Pathstone Holdings, Llc | 0.45% | 1,193,702 | $111,897,737 | $135,401,618 | +$23,503,881 | +21.00% | |
| Osaic Holdings, Inc. | 0.13% | 1,034,624 | $110,034,099 | $117,357,400 | +$7,323,301 | +6.66% | |
| Aaron Wealth Advisors Llc | 4.93% | 927,117 | $100,777,660 | $105,162,881 | +$4,385,221 | +4.35% | |
| Equitable Holdings, Inc. | 0.60% | 946,765 | $100,710,829 | $107,391,554 | +$6,680,725 | +6.63% | |
| Global Strategic Investment Solutions, Llc | 8.23% | 854,396 | $92,872,858 | $96,914,138 | +$4,041,280 | +4.35% | |
| Westhill Financial Advisors, Inc. | 13.10% | 719,036 | $78,159,232 | $81,560,253 | +$3,401,021 | +4.35% | |
| Royal Bank Of Canada | 0.01% | 703,924 | $74,834,000 | $79,846,099 | +$5,012,099 | +6.70% | |
| Pnc Financial Services Group, Inc. | 0.04% | 698,711 | $74,279,982 | $79,254,789 | +$4,974,807 | +6.70% | |
| Adventist Health System/ West | 11.54% | 692,800 | $73,651,568 | $78,584,304 | +$4,932,736 | +6.70% | |
| Bernardo Wealth Planning Llc | 5.91% | 643,322 | $69,929,100 | $72,972,014 | +$3,042,914 | +4.35% | |
| Jones Financial Companies Lllp | 0.03% | 656,471 | $69,841,992 | $74,463,506 | +$4,621,514 | +6.62% | |
| Hapanowicz & Associates Financial Services, Inc | 20.58% | 614,958 | $66,845,517 | $69,754,686 | +$2,909,169 | +4.35% | |
| Exchange Traded Concepts, Llc | 0.27% | 562,192 | $61,110,270 | $63,769,439 | +$2,659,169 | +4.35% | |
| Tiaa Trust, National Association | 3.53% | 561,004 | $59,640,336 | $63,634,684 | +$3,994,348 | +6.70% | |
| Silvercrest Asset Management Group Llc | 0.39% | 556,587 | $59,170,756 | $63,133,663 | +$3,962,907 | +6.70% | |
| Rockefeller Capital Management L.P. | 0.08% | 512,517 | $54,485,724 | $58,134,803 | +$3,649,079 | +6.70% | |
| Cambridge Associates Llc | 0.78% | 509,576 | $54,173,024 | $57,801,206 | +$3,628,182 | +6.70% | |
| Parkside Financial Bank & Trust | 3.00% | 416,645 | $45,289,276 | $47,260,042 | +$1,970,766 | +4.35% | |
| Beacon Pointe Advisors, Llc | 0.20% | 409,360 | $43,519,022 | $46,433,705 | +$2,914,683 | +6.70% | |
| Brio Consultants, Llc | 4.94% | 396,710 | $42,174,200 | $44,998,815 | +$2,824,615 | +6.70% | |
| Mml Investors Services, Llc | 0.08% | 380,971 | $40,501,060 | $43,213,541 | +$2,712,481 | +6.70% | |
| Condor Capital Management | 2.95% | 370,066 | $39,341,756 | $41,976,586 | +$2,634,830 | +6.70% | |
| Sequoia Financial Advisors | 0.19% | 361,452 | $38,425,920 | $40,999,500 | +$2,573,580 | +6.70% | |
| Wealth Dimensions Group, Ltd. | 6.36% | 345,026 | $37,504,305 | $39,136,299 | +$1,631,994 | +4.35% | |
| Fifth Third Bancorp | 0.06% | 352,163 | $37,438,439 | $39,945,849 | +$2,507,410 | +6.70% | |
| Cetera Investment Advisers | 0.03% | 339,628 | $36,105,961 | $38,524,004 | +$2,418,043 | +6.70% | |
| Captrust Financial Advisors | 0.05% | 328,544 | $34,927,500 | $37,266,746 | +$2,339,246 | +6.70% | |
| Focus Partners Wealth | 0.03% | 318,543 | $33,864,366 | $36,132,332 | +$2,267,966 | +6.70% | |
| Baird Financial Group, Inc. | 0.05% | 309,246 | $32,875,942 | $35,077,774 | +$2,201,832 | +6.70% | |
| Windward Private Wealth Management Inc. | 10.49% | 308,428 | $32,788,981 | $34,984,988 | +$2,196,007 | +6.70% | |
| Callan Family Office, Llc | 0.59% | 283,702 | $30,160,360 | $32,180,318 | +$2,019,958 | +6.70% |
Frequently asked questions about VONV
Who are the largest institutional holders of VONV?
The largest institutional holders of VONV reported in the latest SEC Form 13F filings include Ubs Group Ag, Lpl Financial Llc, Bank Of America Corp, Tiaa-Cref Individual & Institutional Services, Llc, and Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc. InsiderSet ranks institutional holders by their latest reported VONV position.
What is VONV institutional ownership?
This page tracks VONV positions reported by institutional investment managers through SEC Form 13F. VANGUARD RUSSELL 1000 VALUE (VONV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VONV?
InsiderSet currently tracks 618 institutional managers reporting VONV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VONV shareholders.
How much VONV stock do institutions own?
Institutional investment managers disclosed approximately $16.76B in VONV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VONV institutional ownership last updated?
The latest VONV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VONV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VONV position after the reporting date.
Are institutions buying or selling VONV?
Institutional buying and selling can be analyzed by comparing VONV positions across consecutive 13F reporting periods. InsiderSet's VONV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VONV ownership changes.
How has VONV institutional ownership changed over time?
InsiderSet tracks VONV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.