VANGUARD RUSSELL 1000 VALUE (VONV) Institutional Shareholders
VANGUARD RUSSELL 1000 VALUE (VONV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $16.41B in VONV holdings during the latest filing period.
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 $3.67B, representing an estimated gain of +4.01% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% 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
603
Total Reported Value
$16.41B
Largest Holder
Ubs Group Ag
Largest Position
$3.53B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
59
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 | $3,671,352,348 | +$141,448,503 | +4.01% | |
| Lpl Financial Llc | 0.65% | 27,064,856 | $2,877,264,840 | $2,992,561,128 | +$115,296,288 | +4.01% | |
| Bank Of America Corp | 0.16% | 23,651,197 | $2,514,358,751 | $2,615,112,852 | +$100,754,101 | +4.01% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 2.19% | 5,977,896 | $635,510,169 | $660,975,961 | +$25,465,792 | +4.01% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.13% | 6,595,856 | $618,295,541 | $729,303,798 | +$111,008,257 | +17.95% | |
| Morgan Stanley | 0.03% | 5,685,502 | $604,425,899 | $628,645,956 | +$24,220,057 | +4.01% | |
| Phoenix Financial Ltd. | 2.21% | 3,039,300 | $323,107,983 | $336,055,401 | +$12,947,418 | +4.01% | |
| Envestnet Asset Management Inc | 0.06% | 2,396,918 | $254,772,819 | $265,027,223 | +$10,254,404 | +4.02% | |
| Openarc Corporate Advisory, Llc | 2.99% | 2,362,467 | $251,153,867 | $261,217,976 | +$10,064,109 | +4.01% | |
| Wells Fargo & Company/Mn | 0.03% | 1,822,306 | $193,729,363 | $201,492,374 | +$7,763,011 | +4.01% | |
| Janney Montgomery Scott Llc | 0.37% | 1,783,310 | $189,584,000 | $197,180,587 | +$7,596,587 | +4.01% | |
| Raymond James Financial Inc | 0.05% | 1,767,396 | $187,891,790 | $195,420,976 | +$7,529,186 | +4.01% | |
| Goldman Sachs Group Inc | 0.02% | 1,694,201 | $180,110,513 | $187,327,805 | +$7,217,292 | +4.01% | |
| Commonwealth Equity Services, Llc | 0.21% | 1,580,126 | $167,983,197 | $174,714,532 | +$6,731,335 | +4.01% | |
| Truist Financial Corp | 0.20% | 1,534,903 | $163,175,526 | $169,714,225 | +$6,538,699 | +4.01% | |
| Ameriprise Financial Inc | 0.03% | 1,235,609 | $131,374,256 | $136,621,287 | +$5,247,031 | +3.99% | |
| Citigroup Inc | 0.05% | 1,099,549 | $116,893,075 | $121,577,133 | +$4,684,058 | +4.01% | |
| Jpmorgan Chase & Co | 0.01% | 1,067,984 | $113,740,533 | $118,086,991 | +$4,346,458 | +3.82% | |
| Pathstone Holdings, Llc | 0.45% | 1,193,702 | $111,897,737 | $131,987,630 | +$20,089,893 | +17.95% | |
| Osaic Holdings, Inc. | 0.13% | 1,034,624 | $110,034,099 | $114,398,376 | +$4,364,277 | +3.97% | |
| Aaron Wealth Advisors Llc | 5.27% | 976,287 | $103,789,107 | $107,948,054 | +$4,158,947 | +4.01% | |
| Equitable Holdings, Inc. | 0.60% | 946,765 | $100,710,829 | $104,683,806 | +$3,972,977 | +3.94% | |
| Global Strategic Investment Solutions, Llc | 8.24% | 865,244 | $91,984,126 | $95,670,029 | +$3,685,903 | +4.01% | |
| Westhill Financial Advisors, Inc. | 13.57% | 749,559 | $79,685,656 | $82,878,739 | +$3,193,083 | +4.01% | |
| Royal Bank Of Canada | 0.01% | 703,924 | $74,834,000 | $77,832,877 | +$2,998,877 | +4.01% | |
| Pnc Financial Services Group, Inc. | 0.04% | 698,711 | $74,279,982 | $77,256,475 | +$2,976,493 | +4.01% | |
| Adventist Health System/ West | 11.54% | 692,800 | $73,651,568 | $76,602,896 | +$2,951,328 | +4.01% | |
| Jones Financial Companies Lllp | 0.03% | 656,471 | $69,841,992 | $72,585,998 | +$2,744,006 | +3.93% | |
| Hapanowicz & Associates Financial Services, Inc | 20.33% | 614,885 | $65,368,182 | $67,987,834 | +$2,619,652 | +4.01% | |
| Tiaa Trust, National Association | 3.53% | 561,004 | $59,640,336 | $62,030,212 | +$2,389,876 | +4.01% | |
| Silvercrest Asset Management Group Llc | 0.39% | 556,587 | $59,170,756 | $61,541,825 | +$2,371,069 | +4.01% | |
| Exchange Traded Concepts, Llc | 0.27% | 521,732 | $55,465,329 | $57,687,907 | +$2,222,578 | +4.01% | |
| Rockefeller Capital Management L.P. | 0.08% | 512,517 | $54,485,724 | $56,669,005 | +$2,183,281 | +4.01% | |
| Cambridge Associates Llc | 0.78% | 509,576 | $54,173,024 | $56,343,818 | +$2,170,794 | +4.01% | |
| Parkside Financial Bank & Trust | 3.02% | 416,228 | $44,249,215 | $46,022,330 | +$1,773,115 | +4.01% | |
| Beacon Pointe Advisors, Llc | 0.20% | 409,360 | $43,519,022 | $45,262,935 | +$1,743,913 | +4.01% | |
| Brio Consultants, Llc | 4.94% | 396,710 | $42,174,200 | $43,864,225 | +$1,690,025 | +4.01% | |
| Mml Investors Services, Llc | 0.08% | 380,971 | $40,501,060 | $42,123,963 | +$1,622,903 | +4.01% | |
| Condor Capital Management | 2.95% | 370,066 | $39,341,756 | $40,918,198 | +$1,576,442 | +4.01% | |
| Sequoia Financial Advisors | 0.19% | 361,452 | $38,425,920 | $39,965,748 | +$1,539,828 | +4.01% | |
| Fifth Third Bancorp | 0.06% | 352,163 | $37,438,439 | $38,938,663 | +$1,500,224 | +4.01% | |
| Bernardo Wealth Planning Llc | 6.21% | 341,766 | $36,333,185 | $37,789,067 | +$1,455,882 | +4.01% | |
| Cetera Investment Advisers | 0.03% | 339,628 | $36,105,961 | $37,552,668 | +$1,446,707 | +4.01% | |
| Wealth Dimensions Group, Ltd. | 6.32% | 331,956 | $35,290,282 | $36,704,375 | +$1,414,093 | +4.01% | |
| Captrust Financial Advisors | 0.05% | 328,544 | $34,927,500 | $36,327,110 | +$1,399,610 | +4.01% | |
| Focus Partners Wealth | 0.03% | 318,543 | $33,864,366 | $35,221,300 | +$1,356,934 | +4.01% | |
| Baird Financial Group, Inc. | 0.05% | 309,246 | $32,875,942 | $34,193,330 | +$1,317,388 | +4.01% | |
| Windward Private Wealth Management Inc. | 10.49% | 308,428 | $32,788,981 | $34,102,884 | +$1,313,903 | +4.01% | |
| Callan Family Office, Llc | 0.59% | 283,702 | $30,160,360 | $31,368,930 | +$1,208,570 | +4.01% | |
| Vestmark Advisory Solutions, Inc. | 0.28% | 280,477 | $29,817,479 | $31,012,342 | +$1,194,863 | +4.01% |
Frequently asked questions about VONV
Who owns the most VONV stock?
The largest holders of VONV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VANGUARD RUSSELL 1000 VALUE (VONV).
Is VONV widely held by superinvestors?
Many widely followed stocks like VONV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VONV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.