Vanguard Russell 1000 Value (VONV) Institutional Ownership

$76.21
-0.01 (-0.01%)
(As of 04/24/2024 ET)

Institutional Ownership Changes (13F Filings) for Vanguard Russell 1000 Value (NASDAQ:VONV)

Number of
Institutional Buyers
(last 12 months)
216
Total
Institutional Inflows
(last 12 months)
$1.21B
Number of
Institutional Sellers
(last 12 months)
152
Total
Institutional Outflows
(last 12 months)
$1.24B
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VONV Institutional Buying and Selling by Quarter

Vanguard Russell 1000 Value Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2024Simplicity Wealth LLC5,196$409K0.0%N/A0.005%
4/23/2024 Bfsg LLC1,506$118K0.0%N/A0.001%
4/23/2024 Global Retirement Partners LLC259,565$20.41M0.8%+9.8%0.242%
4/23/2024 Fifth Third Bancorp824$65K0.0%-70.9%0.001%
4/23/2024 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA3,806$288K0.0%-12.5%0.004%
4/23/2024 Raymond James Financial Services Advisors Inc.142,517$11.21M0.0%+23.7%0.133%
4/23/2024 Sapient Capital LLC5,892$463K0.0%+16.1%0.005%
4/22/2024 Raymond James & Associates669,084$52.62M0.0%+64.7%0.624%
4/19/2024 Legacy Wealth Asset Management LLC2,728$215K0.1%N/A0.003%
4/18/2024 Verum Partners LLC22,538$1.77M0.6%-28.0%0.021%
4/18/2024 Allspring Global Investments Holdings LLC1,266$100K0.0%-98.6%0.001%
4/18/2024 Congress Wealth Management LLC DE 386,008$30.36M0.5%-0.7%0.360%
4/18/2024 Golden Road Advisors LLC51,572$4.06M3.4%+2.6%0.048%
4/18/2024 Fifth Third Securities Inc.137,914$10.85M1.1%-0.8%0.129%
4/18/2024 Optas LLC114,455$9.00M2.5%+1.9%0.107%
4/16/2024 Moisand Fitzgerald Tamayo LLC3,896$306K0.0%-33.4%0.004%
4/16/2024 Financial Management Professionals Inc.851$67K0.0%N/A0.001%
4/16/2024 Indiana Trust & Investment Management CO9,407$740K0.3%-2.8%0.009%
4/16/2024 Wealth Enhancement Advisory Services LLC253,602$19.94M0.1%+3.0%0.237%
4/16/2024 Advocacy Wealth Management Services LLC26,855$2.11M0.2%-80.9%0.025%
4/15/2024 Cairn Investment Group Inc.29,717$2.34M1.3%+8.5%0.028%
4/15/2024 Hillman Co.131,536$10.34M4.8%+136.8%0.123%
4/15/2024 Wealthcare Capital Management LLC8,893$699K0.1%-25.8%0.008%
4/15/2024 Wealthcare Advisory Partners LLC68,597$5.39M0.2%+12.7%0.064%
4/15/2024 Corundum Group Inc.41,304$3.25M1.6%+42.8%0.039%
4/15/2024 RFG Holdings Inc.6,014$474K0.2%-46.1%0.006%
4/15/2024 Lpwm LLC22,369$1.72M0.6%-0.7%0.021%
4/15/2024 Kingswood Wealth Advisors LLC11,933$938K0.1%+5.5%0.011%
4/12/2024 Financial Synergies Wealth Advisors Inc.238,031$18.72M2.5%-8.9%0.222%
4/12/2024 Global Assets Advisory LLC19,548$1.54M0.0%N/A0.018%
4/12/2024 Steph & Co.523$41K0.0%-53.6%0.000%
4/11/2024 SignalPoint Asset Management LLC4,225$332K0.1%+8.6%0.004%
4/11/2024 RFG Advisory LLC21,781$1.71M0.1%N/A0.020%
4/10/2024 Marcum Wealth LLC10,378$816K0.1%-1.5%0.010%
4/10/2024 Bromfield Sneider Wealth Advisors20,374$1.60M1.0%+20.5%0.019%
4/10/2024 Ridgewood Investments LLC28,661$2.25M1.2%+4.1%0.027%
4/10/2024 Wedmont Private Capital29,296$2.28M0.2%-1.0%0.027%
4/9/2024 Deane Retirement Strategies Inc.328$26K0.0%N/A0.000%
4/2/2024 LBJ Family Wealth Advisors Ltd.22,363$1.76M1.1%+4.2%0.020%
3/22/2024PNC Financial Services Group Inc.934,859$67.82M0.1%+3.0%0.852%
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3/19/2024M3 Advisory Group LLC21,003$1.52M1.8%N/A0.019%
3/15/2024B. Riley Wealth Advisors Inc.18,952$1.38M0.0%-2.6%0.017%
3/14/2024 Golden Road Advisors LLC50,277$3.65M3.5%N/A0.046%
3/1/2024Goldman Sachs Group Inc.682,372$49.50M0.0%-7.2%0.622%
2/23/2024Regal Wealth Group Inc.4,596$331K0.2%N/A0.004%
2/21/2024Garde Capital Inc.1,478$107K0.0%N/A0.001%
2/20/2024Wellington Wealth Strategies LLC.4,604$334K0.3%N/A0.004%
2/15/2024Comerica Bank428,636$31.09M0.1%+2.0%0.391%
2/14/2024Elevate Wealth Advisory Inc.379$27K0.0%N/A0.000%
2/14/2024Cullen Capital Management LLC14,000$1.02M0.0%N/A0.013%
2/14/2024 Cairn Investment Group Inc.27,392$1.99M1.2%-7.8%0.025%
2/14/2024Personal CFO Solutions LLC10,973$796K0.1%N/A0.010%
2/14/2024Westwood Holdings Group Inc.84,335$6.12M0.1%-18.4%0.077%
2/14/2024Stonehage Fleming Financial Services Holdings Ltd41,693$3.02M0.2%+164.0%0.038%
2/13/2024Envestnet Asset Management Inc.2,242,132$162.64M0.1%+2.7%2.043%
2/13/2024Cetera Advisor Networks LLC202,954$14.72M0.1%+1.3%0.185%
2/13/2024Tower Research Capital LLC TRC1,201$87K0.0%+353.2%0.001%
2/13/2024Edge Capital Group LLC33,940$2.46M0.1%-27.8%0.031%
2/13/2024Hirtle Callaghan & Co LLC8,302$602K0.0%N/A0.008%
2/13/2024Jones Financial Companies Lllp1,646$119K0.0%N/A0.002%
2/13/2024Carolinas Wealth Consulting LLC269,681$19.56M3.1%+10.0%0.246%
2/12/2024Condor Capital Management378,705$27.47M2.9%-0.3%0.345%
2/12/2024New Republic Capital LLC718$52K0.0%-52.9%0.001%
2/12/2024Elevatus Welath Management7,417$538K0.2%-50.0%0.007%
2/12/2024Steward Partners Investment Advisory LLC4,784$347K0.0%+11.2%0.004%
2/12/2024Pine Valley Investments Ltd Liability Co6,393$464K0.0%-6.5%0.006%
2/12/2024Hsbc Holdings PLC48,059$3.49M0.0%+48.2%0.044%
2/9/2024 Congress Wealth Management LLC DE 388,550$28.19M0.5%-0.6%0.354%
2/9/2024Advisory Services Network LLC5,605$407K0.0%-5.4%0.005%
2/9/2024Commerce Bank116,010$8.42M0.1%+40.5%0.106%
2/9/2024Cambridge Investment Research Advisors Inc.30,524$2.21M0.0%+11.5%0.028%
2/9/2024Wealth Dimensions Group Ltd.244,262$17.72M5.6%+0.1%0.223%
2/9/2024CreativeOne Wealth LLC6,788$492K0.0%+11.5%0.006%
2/9/2024Corient Private Wealth LLC24,321$1.76M0.0%-5.4%0.022%
2/9/2024D.A. Davidson & CO.24,863$1.80M0.0%-5.7%0.023%
2/9/2024Wells Fargo & Company MN904,300$65.60M0.0%-0.9%0.824%
2/9/2024UBS Group AG2,616,087$189.77M0.1%+27.2%2.384%
2/9/2024PNC Financial Services Group Inc.934,859$67.82M0.1%+3.0%0.852%
2/8/2024Brown Advisory Inc.100,196$7.27M0.0%+9.3%0.091%
2/8/2024Level Four Advisory Services LLC6,798$493K0.0%+8.6%0.006%
2/8/2024NorthRock Partners LLC13,435$975K0.1%-1.0%0.012%
2/8/2024Beacon Pointe Advisors LLC102,170$7.41M0.1%-12.4%0.093%
2/8/2024Savvy Advisors Inc.5,389$391K0.4%N/A0.005%
2/8/2024Empire Life Investments Inc.22,491$1.63M0.1%-68.3%0.020%
2/8/2024 Wealthcare Capital Management LLC11,983$869K0.1%-50.7%0.011%
2/8/2024Janney Montgomery Scott LLC1,737,071$126.01M0.4%+1.6%1.583%
2/7/2024Avantax Advisory Services Inc.11,247$816K0.0%+6.8%0.010%
2/7/2024McKinley Carter Wealth Services Inc.5,961$432K0.0%-92.5%0.005%
2/7/2024Principal Financial Group Inc.62,519$4.54M0.0%-5.3%0.057%
2/7/2024Envestnet Portfolio Solutions Inc.41,566$3.02M0.0%+2.7%0.038%
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2/7/2024One Capital Management LLC52,186$3.79M0.1%+1.1%0.048%
2/7/2024QRG Capital Management Inc.5,464$396K0.0%+70.1%0.005%
2/7/2024Collaborative Wealth Managment Inc.5,736$416K0.2%-4.4%0.005%
2/7/2024Dana Investment Advisors Inc.10,295$747K0.0%-5.5%0.009%
2/7/2024MESIROW FINANCIAL INVESTMENT MANAGEMENT Fixed Income99,849$7.24M10.8%-3.0%0.091%
2/7/2024Principal Street Partners LLC8,548$620K0.1%-50.0%0.008%
2/7/2024Principal Securities Inc.739$54K0.0%N/A0.001%
2/7/2024Wealthspire Advisors LLC16,313$1.18M0.0%+3.9%0.015%
2/7/2024Pinnacle Wealth Management Advisory Group LLC6,727$488K0.1%N/A0.006%
2/6/2024 RMR Wealth Builders5,529$401K0.1%+6.0%0.005%
(Data available from 1/1/2016 forward)

VONV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VONV shares?

During the previous two years, 360 institutional investors and hedge funds held shares of Vanguard Russell 1000 Value. The most heavily invested institutionals were Aspire Private Capital LLC ($48.38B), Bank of America Corp DE ($1.05B), Morgan Stanley ($250.31M), TIAA Trust National Association ($245.34M), TIAA FSB ($223.48M), UBS Group AG ($189.77M), and Envestnet Asset Management Inc. ($162.64M).Learn more on VONV's institutional investors.

Which institutional investors have been buying Vanguard Russell 1000 Value stock?

Of the 313 institutional investors that purchased Vanguard Russell 1000 Value stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Aaron Wealth Advisors LLC ($33.73M), Bank of America Corp DE ($4.62M), TIAA Trust National Association ($3.38M), Citigroup Inc. ($1.56M), LPL Financial LLC ($1.09M), UBS Group AG ($1.06M), and Advocacy Wealth Management Services LLC ($816.66K).

How much institutional buying is happening at Vanguard Russell 1000 Value?

Institutional investors have bought a total of 62,338,157 shares in the last 24 months. This purchase volume represents approximately $8.03B in transactions.

Which Vanguard Russell 1000 Value major shareholders have been selling company stock?

Of the 194 institutional investors that sold Vanguard Russell 1000 Value stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Aaron Wealth Advisors LLC ($33.45M), Bank of America Corp DE ($5.00M), Balentine LLC ($3.20M), TIAA FSB ($1.30M), Advocacy Wealth Management Services LLC ($916.34K), Citigroup Inc. ($900.12K), and Allworth Financial LP ($592.80K).

How much institutional selling is happening at Vanguard Russell 1000 Value?

Institutional investors have sold a total of 52,915,926 shares in the last 24 months. This volume of shares sold represents approximately $6.50B in transactions.


This page (NASDAQ:VONV) was last updated on 4/24/2024 by MarketBeat.com Staff

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