13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
VONV

VANGUARD RUSSELL 1000 VALUE

654 institutions still hold VANGUARD RUSSELL 1000 VALUE as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 92206C714·Exchange Traded Fund·654 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$13.6B
visible holders
Holders
654
filers reporting
Concentration
25.91%
UBS Group AG #1
top holder share
AI Holders Summary · Q2 2026

654 institutions reported VONV in Q2 2026. UBS Group AG leads at 25.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
UBS Group AG
CIK 0001610520
$3.5B33.2M0.45%Q2 202602
LPL Financial LLC
CIK 0001403438
$2.9B27.1M0.65%Q2 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2.5B23.7M0.16%Q2 202604
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CIK 0000882928
$636M6.0M2.19%Q2 202605
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$608M5.7M0.11%Q2 202606
MORGAN STANLEY
CIK 0000895421
$604M5.7M0.03%Q2 202607
Phoenix Financial Ltd.
CIK 0001679543
$323M3.0M2.21%Q2 202608
Creative Planning
CIK 0001540235
$294M2.8M0.17%Q2 202609
SageView Advisory Group, LLC
CIK 0001914558
$294M2.8M9.63%Q2 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$255M2.4M0.06%Q2 202611
OpenArc Corporate Advisory, LLC
CIK 0002111345
$251M2.4M2.99%Q2 202612
WELLS FARGO & COMPANY/MN
CIK 0000072971
$194M1.8M0.03%Q2 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$188M1.8M0.05%Q2 202614
GOLDMAN SACHS GROUP INC
CIK 0000886982
$180M1.7M0.02%Q2 202615
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$168M1.6M0.21%Q2 202616
TRUIST FINANCIAL CORP
CIK 0000092230
$163M1.5M0.20%Q2 202617
Janney Montgomery Scott LLC
CIK 0001329948
$161M1.7M0.40%Q1 202618
Pathstone Holdings, LLC
CIK 0002011612
$132M1.2M0.39%Q2 202619
AMERIPRISE FINANCIAL INC
CIK 0000820027
$131M1.2M0.03%Q2 202620
CITIGROUP INC
CIK 0000831001
$117M1.1M0.04%Q2 2026
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