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 $14.18B 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 $2.94B in its March 31, 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 $3.46B, representing an estimated gain of +17.79% 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
583
Total Reported Value
$14.18B
Largest Holder
Ubs Group Ag
Largest Position
$2.94B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
49
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ubs Group Ag | 0.52% | 31,311,151 | $2,935,107,295 | $3,457,377,293 | +$522,269,998 | +17.79% | |
| Lpl Financial Llc | 0.65% | 26,151,759 | $2,451,465,831 | $2,887,677,229 | +$436,211,398 | +17.79% | |
| Bank Of America Corp | 0.16% | 22,989,192 | $2,155,006,861 | $2,538,466,581 | +$383,459,720 | +17.79% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.13% | 6,595,856 | $618,295,541 | $728,314,420 | +$110,018,879 | +17.79% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 2.09% | 5,784,848 | $542,271,692 | $638,762,916 | +$96,491,224 | +17.79% | |
| Morgan Stanley | 0.03% | 5,745,624 | $538,594,876 | $634,431,802 | +$95,836,926 | +17.79% | |
| Creative Planning | 0.19% | 2,989,279 | $280,214,974 | $330,076,187 | +$49,861,213 | +17.79% | |
| Goldman Sachs Group Inc | 0.03% | 2,369,013 | $222,071,279 | $261,586,415 | +$39,515,136 | +17.79% | |
| Phoenix Financial Ltd. | 2.10% | 2,362,300 | $221,442,002 | $260,845,166 | +$39,403,164 | +17.79% | |
| Envestnet Asset Management Inc | 0.06% | 2,242,978 | $210,256,800 | $247,669,631 | +$37,412,831 | +17.79% | |
| Openarc Corporate Advisory, Llc | 2.44% | 1,821,200 | $170,719,288 | $201,096,904 | +$30,377,616 | +17.79% | |
| Commonwealth Equity Services, Llc | 0.21% | 1,580,126 | $167,983,197 | $174,477,513 | +$6,494,316 | +3.87% | |
| Truist Financial Corp | 0.20% | 1,534,903 | $163,175,526 | $169,483,989 | +$6,308,463 | +3.87% | |
| Wells Fargo & Company/Mn | 0.03% | 1,569,045 | $147,082,302 | $173,253,949 | +$26,171,647 | +17.79% | |
| Raymond James Financial Inc | 0.04% | 1,548,170 | $145,125,433 | $170,948,931 | +$25,823,498 | +17.79% | |
| Equitable Holdings, Inc. | 0.90% | 937,175 | $139,405,418 | $103,482,864 | -$35,922,555 | -25.77% | |
| Pathstone Holdings, Llc | 0.45% | 1,193,702 | $111,897,737 | $131,808,575 | +$19,910,838 | +17.79% | |
| Ameriprise Financial Inc | 0.03% | 1,176,058 | $110,260,880 | $129,860,324 | +$19,599,444 | +17.78% | |
| Aaron Wealth Advisors Llc | 5.27% | 976,287 | $103,789,107 | $107,801,611 | +$4,012,504 | +3.87% | |
| Citigroup Inc | 0.06% | 1,044,856 | $97,944,808 | $115,373,000 | +$17,428,192 | +17.79% | |
| Osaic Holdings, Inc. | 0.13% | 963,518 | $90,357,066 | $106,391,658 | +$16,034,592 | +17.75% | |
| Global Strategic Investment Solutions, Llc | 8.44% | 915,963 | $85,862,327 | $101,140,634 | +$15,278,307 | +17.79% | |
| Westhill Financial Advisors, Inc. | 13.57% | 749,559 | $79,685,656 | $82,766,305 | +$3,080,649 | +3.87% | |
| Pnc Financial Services Group, Inc. | 0.04% | 724,515 | $67,916,049 | $80,000,946 | +$12,084,897 | +17.79% | |
| Royal Bank Of Canada | 0.01% | 708,137 | $66,379,000 | $78,192,488 | +$11,813,488 | +17.80% | |
| Hapanowicz & Associates Financial Services, Inc | 20.33% | 614,885 | $65,368,182 | $67,895,602 | +$2,527,420 | +3.87% | |
| Adventist Health System/ West | 11.52% | 692,800 | $64,943,072 | $76,498,976 | +$11,555,904 | +17.79% | |
| Exchange Traded Concepts, Llc | 0.27% | 521,732 | $55,465,329 | $57,609,647 | +$2,144,318 | +3.87% | |
| Jones Financial Companies Lllp | 0.03% | 566,284 | $52,177,425 | $62,529,079 | +$10,351,654 | +19.84% | |
| Rockefeller Capital Management L.P. | 0.09% | 550,370 | $51,591,705 | $60,771,855 | +$9,180,150 | +17.79% | |
| Tiaa Trust, National Association | 3.10% | 543,867 | $50,982,093 | $60,053,794 | +$9,071,701 | +17.79% | |
| Silvercrest Asset Management Group Llc | 0.36% | 533,338 | $49,995,088 | $58,891,182 | +$8,896,094 | +17.79% | |
| Cambridge Associates Llc | 0.76% | 512,009 | $47,995,723 | $56,536,034 | +$8,540,311 | +17.79% | |
| Hightower Advisors, Llc | 0.05% | 505,856 | $47,418,518 | $55,856,620 | +$8,438,102 | +17.79% | |
| Wellington Management Group Llp | 0.01% | 453,813 | $42,540,430 | $50,110,031 | +$7,569,601 | +17.79% | |
| Brio Consultants, Llc | 4.82% | 387,183 | $39,426,858 | $42,752,747 | +$3,325,889 | +8.44% | |
| Sequoia Financial Advisors | 0.19% | 361,452 | $38,425,920 | $39,911,530 | +$1,485,610 | +3.87% | |
| Parkside Financial Bank & Trust | 2.87% | 398,463 | $37,351,949 | $43,998,284 | +$6,646,335 | +17.79% | |
| Bernardo Wealth Planning Llc | 6.21% | 341,766 | $36,333,185 | $37,737,802 | +$1,404,617 | +3.87% | |
| Wealth Dimensions Group, Ltd. | 6.32% | 331,956 | $35,290,282 | $36,654,582 | +$1,364,300 | +3.87% | |
| Condor Capital Management | 2.94% | 375,902 | $35,237,137 | $41,507,099 | +$6,269,962 | +17.79% | |
| Fifth Third Bancorp | 0.06% | 357,336 | $33,496,660 | $39,457,041 | +$5,960,381 | +17.79% | |
| Mml Investors Services, Llc | 0.09% | 353,420 | $33,129,589 | $39,024,636 | +$5,895,047 | +17.79% | |
| Captrust Financial Advisors | 0.06% | 339,962 | $31,863,919 | $37,538,604 | +$5,674,685 | +17.81% | |
| Focus Partners Wealth | 0.03% | 327,013 | $30,654,253 | $36,108,775 | +$5,454,522 | +17.79% | |
| Cetera Investment Advisers | 0.03% | 312,240 | $29,269,422 | $34,477,541 | +$5,208,119 | +17.79% | |
| Baird Financial Group, Inc. | 0.05% | 307,467 | $28,821,957 | $33,950,506 | +$5,128,549 | +17.79% | |
| Windward Private Wealth Management Inc. | 9.91% | 305,776 | $28,663,442 | $33,763,786 | +$5,100,344 | +17.79% | |
| Verdence Capital Advisors Llc | 1.49% | 266,193 | $28,298,987 | $29,393,031 | +$1,094,044 | +3.87% | |
| Callan Family Office, Llc | 0.60% | 283,781 | $26,601,631 | $31,335,098 | +$4,733,467 | +17.79% |
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.