13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundMost-boughtAI cap-ex
VONV

VANGUARD RUSSELL 1000 VALUE

600 institutions still hold VANGUARD RUSSELL 1000 VALUE as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 92206C714·Exchange Traded Fund·600 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 8.5%
vs prior quarter
13F value held
$11.6B
75.0% inst. owned
of float
Holders
600
+8 QoQ
filers reporting
Activity
+97 / −7
+861 added · −891 reduced
this quarter
Concentration
25.21%
UBS Group AG #1
top holder share
AI Holders Summary · Q1 2026

600 institutions reported VONV in Q1 2026. UBS Group AG leads at 25.2% of the visible book. +8 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
UBS Group AG
CIK 0001610520
$2.9B31.3M0.44%Q1 202602
LPL Financial LLC
CIK 0001403438
$2.5B26.2M0.65%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2.2B23.0M0.16%Q1 202604
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$618M6.6M0.13%Q1 202605
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CIK 0000882928
$542M5.8M2.09%Q1 202606
MORGAN STANLEY
CIK 0000895421
$539M5.7M0.03%Q1 202607
Creative Planning
CIK 0001540235
$280M3.0M0.19%Q1 202608
SageView Advisory Group, LLC
CIK 0001914558
$273M3.0M9.22%Q4 202509
GOLDMAN SACHS GROUP INC
CIK 0000886982
$222M2.4M0.03%Q1 202610
Phoenix Financial Ltd.
CIK 0001679543
$221M2.4M2.10%Q1 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$210M2.2M0.06%Q1 202612
OpenArc Corporate Advisory, LLC
CIK 0002111345
$171M1.8M2.44%Q1 202613
WELLS FARGO & COMPANY/MN
CIK 0000072971
$147M1.6M0.03%Q1 202614
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$145M1.5M0.04%Q1 202615
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$140M1.5M0.20%Q1 202616
Equitable Holdings, Inc.
CIK 0001333986
$139M937K0.90%Q1 202617
TRUIST FINANCIAL CORP
CIK 0000092230
$128M1.4M0.17%Q1 202618
Pathstone Holdings, LLC
CIK 0002011612
$112M1.2M0.45%Q1 202619
AMERIPRISE FINANCIAL INC
CIK 0000820027
$110M1.2M0.03%Q1 202620
Aaron Wealth Advisors LLC
CIK 0001812198
$102M1.1M5.78%Q1 2026
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