VONE institutional holders

Vanguard Russell 1000 ETF · 418 reporting institutions · $4.8B reported value

Funds that can replace VONE · VONE return decomposition

Institutional holdings

Institutions reporting VONE, largest first
InstitutionReported positionAdvisors at firmReport period
Morgan Stanley$490.4M23,1852026-06-30
Ameriprise Financial Inc$282.8M02026-06-30
Fmr LLC$246.5M02026-06-30
UBS Group AG$230.2M02026-06-30
Stifel Financial Corp$175.8M02026-06-30
Red Cedar Investment Management, LLC$171.9M82026-06-30
Bank of New York Mellon Corp$163.6M02026-06-30
Bank of America Corp /de$160.2M02026-06-30
Citigroup Inc$155.5M02026-06-30
Jordan Park Group LLC$146.5M142026-06-30
Apella Capital, LLC$121.8M1042026-06-30
Raymond James Financial Inc$108.7M02026-06-30
Waverly Advisors, LLC$99.7M2312026-06-30
Cerity Partners LLC$97.4M7772026-06-30
Mai Capital Management$86.9M3082026-06-30
Envestnet Pmc$85M602026-06-30
Flower City Capital$82.7M62026-06-30
Wells Fargo & Company/mn$75.7M02026-06-30
Summit Trail Advisors, LLC$72.1M272026-06-30
Colter Lewis Investment Partners, LLC$62.9M42026-06-30
Beacon Pointe Advisors, LLC$59.9M4662026-06-30
Sherrill & Hutchins Financial Advisory, Inc$52.8M62026-06-30
Heartwood Wealth Advisors LLC$50.9M02026-06-30
Hilltop Partners LLC$46.8M82026-06-30
Goldman Sachs Group Inc$42.4M02026-06-30
Jones Financial Companies LLLP$41.8M02026-06-30
Austin Private Wealth, LLC$40.4M02025-12-31
Hightower Advisors, LLC$39.6M1,0462026-06-30
Vanguard Advisers Inc$38M2,4692026-06-30
Old National Bancorp /in$37.9M02026-06-30
Hirtle & Co., LLC$35.8M02026-06-30
Cetera Investment Advisers$33.7M10,3702026-06-30
Pathstone Holdings, LLC$32.7M02026-06-30
Keybank National Association/oh$28.8M02026-06-30
Aqr Capital Management LLC$27.3M12026-06-30
Choreo, LLC$26.2M1482026-06-30
MML Investors Services, LLC$26M5,1202026-06-30
Lpl Financial LLC$25.8M23,4582026-06-30
Cherrydale Wealth Management, LLC$25.6M12026-06-30
1900 Wealth$25.2M182026-06-30
Jpmorgan Chase & Co$24.8M02026-06-30
Vanguard Group Inc$24.3M02025-12-31
Zhang Financial LLC$23.6M202026-06-30
Stegner Investment Associates Inc.$22.8M02026-06-30
Nicolet Bankshares Inc$21.7M02026-06-30
Wealth Enhancement Advisory Services, LLC$21.3M1,0262026-06-30
Mercer Global Advisors Inc /adv$20.5M02026-06-30
Litman Gregory Wealth Management LLC$20.4M02025-12-31
Parkside Financial Bank & Trust$20.2M02026-03-31
Arbor Investment Advisors, LLC$18.1M52026-06-30
Modern Wealth Management, LLC$17.1M1612026-06-30
Focus Partners Wealth$15.3M1,0482026-06-30
Pitcairn Wealth Advisors LLC$14.5M402026-06-30
Savant Wealth Management$14.2M4052026-06-30
Northwestern Mutual Wealth Management Co$13.7M02026-06-30
Rhumbline Advisers$13.2M02026-06-30
Northern Trust Corp$11.4M02026-06-30
Mariner, LLC$11.4M02026-06-30
Creative Planning$11M1,1712026-06-30
Coldstream Capital Management Inc$10.7M1362026-06-30
M&T Bank Corp$10.5M02026-06-30
Royal Bank of Canada$10.4M02026-06-30
Thrive Wealth Management, LLC$10.4M122026-06-30
Founders Capital Management, LLC$10.2M42026-06-30
Halbert Hargrove Global Advisors, LLC$10.2M432026-06-30
Captrust Financial Advisors$10.1M9622026-06-30
Rialto Wealth Management, LLC$10.1M82026-06-30
Owl Creek Wealth Partners$10M32026-06-30
Fourthought Financial Partners, LLC$9.7M112026-06-30
Crusonia Wealth Advisors LLC$9.3M172026-06-30
Commerce Bank$9.3M02026-06-30
Nova R Wealth, Inc.$9M52026-06-30
Fort Washington Investment Advisors Inc /oh$9M02026-06-30
Navigate Wealth Management, LLC$8.9M72026-06-30
Commonwealth Equity Services, LLC$8.7M2,8632026-06-30
Fifth Third Bancorp$8.6M02026-06-30
Comerica Bank$8.3M02025-12-31
Capstone Financial Advisors, Inc.$7.7M182026-06-30
Alesco Advisors, LLC, An Esl Company$7.5M142026-06-30
Allworth Financial, LP$7.4M3172026-06-30
Precedent Wealth Partners, LLC$7.4M182026-06-30
Hapanowicz Financial$7.3M62026-06-30
Note Advisors, LLC$7.2M62026-06-30
Brown Financial Advisory$7.2M62026-06-30
Southstate Bank Corp$6.9M02026-06-30
Brooklyn Fi, LLC$6.6M152026-06-30
Napier Financial$6.5M92026-06-30
Aaron Wealth Advisors LLC$6M102026-06-30
First Manhattan Co. Llc.$6M662026-06-30
Arax Advisory Partners$5.9M2322026-06-30
Gotham Asset Management, LLC$5.9M52026-06-30
Osaic Holdings, Inc.$5.7M02026-06-30
Logan Park Wealth Management$5.7M32026-06-30
Francis Financial, Inc.$5.5M102026-06-30
Truist Financial Corp$5.2M02026-06-30
Baird Financial Group, Inc.$5.2M02026-06-30
Cbiz Investment Advisory Services, LLC$5.2M892026-06-30
Cmh Wealth Management LLC$5.2M62026-06-30
Regions Financial Corp$5.1M02026-06-30
Nicolet Wealth Management$5.1M462025-12-31
Keystone Financial Group$4.8M342026-06-30
Glenmede Trust Co NA$4.7M62026-06-30
Cambridge Associates LLC /ma/ /adv$4.7M02026-06-30
Sapient Capital LLC$4.5M372026-06-30
Clearstead; Clearstead Advisory Solutions$4.3M642026-06-30
Nadler Financial Group, Inc.$4M162026-06-30
Global Retirement Partners LLC$3.9M4912026-06-30
Sigma Planning Corp$3.5M4742026-06-30
Parallel Advisors, LLC$3.5M752026-06-30
Arete Wealth Advisors, LLC$3.4M1462026-06-30
Brio Consultants, LLC$3.4M162026-06-30
Envestnet Portfolio Solutions, Inc.$3.3M32026-06-30
Sachem Hill LLC$3.3M42026-06-30
Kestra Advisory Services, LLC$3.2M1,4792026-06-30
Amg National Trust Bank$3.2M02026-06-30
Rehmann Capital Advisory Group$3.1M422026-06-30
Enclave Advisors, LLC$3.1M32026-06-30
Fifth Third Wealth Advisors LLC$3M662026-06-30
Vigilare Wealth Management LLC$3M42026-06-30
Jfs Wealth Advisors, LLC$2.9M332026-06-30
Quantum Capital Management, LLC / NJ$2.9M12026-06-30
Ballast Rock Private Wealth LLC$2.8M102026-06-30
Arsenal Capital Advisors LLC$2.8M22026-06-30
Carroll Advisory Group, LLC$2.8M42026-06-30
Wealthspire Advisors, LLC$2.8M2372026-06-30
Renaissance Technologies LLC$2.7M02026-06-30
PNC Financial Services Group, Inc.$2.7M02026-06-30
Rockefeller Capital Management LP$2.5M3462026-06-30
Retirement Planning Group, LLC / NY$2.5M02026-06-30
Pgim Custom Harvest LLC$2.5M02026-06-30
Blair William & Co/il$2.5M3292026-06-30
Formulate Financial LLC$2.5M12026-06-30
Vanguard National Trust Co$2.5M02026-06-30
Landmark Wealth Management, LLC$2.4M02026-06-30
Flagship Harbor Advisors, LLC$2.4M602026-06-30
Wealthcare Advisory Partners LLC$2.3M1702026-06-30
Advisornet Wealth Partners$2.3M582026-06-30
Integrated Wealth Concepts LLC$2.3M4802026-06-30
Bank of Montreal /can$2.2M02026-06-30
TD Private Client Wealth LLC$2.1M5352026-06-30
Mitchell McLeod Pugh & Williams Inc$2.1M102026-06-30
Newedge Advisors$2M6012026-06-30
Private Advisor Group, LLC$2M9272026-06-30
Neuberger Berman Group LLC$2M02026-06-30
Verus Wealth Management, LLC$1.9M12026-06-30
Parsons Capital Management Inc/ri$1.9M142026-06-30
Royal Fund Management, LLC$1.9M832026-06-30
Twin Focus Capital Partners, LLC$1.9M192026-06-30
Indivisible Partners$1.8M342026-06-30
Concurrent Investment Advisors, LLC$1.8M3492026-06-30
Bragg Financial Advisors Inc$1.8M152026-06-30
Etf Portfolio Partners, Inc.$1.8M42026-06-30
Smartleaf Asset Management LLC$1.7M92026-06-30
Shelton Capital Management$1.7M152026-06-30
O'Shaughnessy Asset Management, LLC$1.7M582026-06-30
Mutual Advisors, LLC$1.7M1532026-06-30
Mgo One Seven LLC$1.6M1182026-06-30
Vise Technologies, Inc.$1.6M02026-06-30
CIBC Bancorp USA Inc.$1.6M02026-06-30
Ep Wealth Advisors, LLC$1.6M3382026-06-30
Anson Capital, Inc.$1.6M32026-06-30
Atria Investments, Inc$1.6M62026-06-30
Corient Private Wealth LP$1.5M6742026-06-30
Blackston Financial Advisory Group, LLC$1.5M62026-06-30
Curi Capital, LLC$1.4M942026-06-30
American Investment Services, Inc.$1.4M62026-06-30
Private Family Wealth Advisors$1.4M22026-06-30
Welch Group, LLC$1.4M282026-06-30
Endeavor Private Wealth, Inc.$1.4M122026-06-30
Indiana Trust & Investment Management Co$1.4M02026-06-30
Compass Financial Group, Inc/sd$1.4M72026-06-30
Continuum Advisory, LLC$1.3M402026-06-30
Wick Capital Partners, LLC$1.3M112026-06-30
Ae Wealth Management LLC$1.2M4712026-06-30
Advyzon Investment Management, LLC$1.2M22026-06-30
Golden Road Advisors LLC$1.2M42026-06-30
Becker Capital Management Inc$1.2M232026-06-30
Crane & Associates Wealth Management$1.2M32026-06-30
Segment Wealth Management, LLC$1.2M32026-06-30
Clarius Group, LLC$1.2M02025-12-31
Sanctuary Advisors, LLC$1.1M4012026-06-30
Daymark Wealth Partners, LLC$1.1M372026-06-30
Studio Investment Management LLC$1.1M42026-06-30
Mairs & Power Inc$1.1M162026-06-30
Bawa N Mallick Trust$1.1M02026-06-30
River's Edge Wealth Management, LLC$1.1M42026-06-30
Pinnacle Financial Partners, Inc.$1.1M02026-06-30
Sequoia Financial Group, LLC$1.1M2582026-06-30
Compass Wealth Management LLC$1.1M62026-06-30
Accurate Wealth Management, LLC$1.1M492026-06-30
Certuity, LLC$1.1M242026-06-30
Blue Trust, Inc.$1M02026-06-30
Pinnacle Financial Partners Inc$998.1K02025-09-30
U.S. Capital Wealth Advisors, LLC$963.6K02026-03-31
Citizens Financial Group Inc/ri$947.1K02026-06-30
Midwest Trust Co$947.1K02026-06-30
Ameritas Investment Partners, Inc.$940.1K72026-06-30
&partners$937.7K5552026-06-30
Composition Wealth, LLC$934.2K762026-06-30
Aptus Capital Advisors, LLC$919.3K212026-06-30
Bxm Wealth LLC$916.9K52026-06-30
Twin Peaks Wealth Advisors, LLC$911.8K102026-06-30
Heartland Bank & Trust Co$909.1K02026-06-30
Downshift Financial, LLC$891.9K32026-06-30
Ethos Financial Group, LLC$880K02026-06-30
Retirement Income Solutions, Inc$847K162026-06-30
Retirement Financial Solutions, LLC$844.5K152026-06-30
Michels Family Financial, LLC$843.2K22026-06-30
US Bancorp$839.7K02026-06-30
Fiducient Advisors LLC$832.6K692026-06-30
Johnson Investment Counsel Inc$814.6K652026-06-30
Modera Wealth Management, LLC$813K1352026-06-30
Kestra Private Wealth Services, LLC$795.3K2062026-06-30
Madden Advisory Services, Inc.$794.8K22026-06-30
Wealthshield Partners, LLC$776K02026-06-30
Chicago Partners Investment Group LLC$766.1K572026-06-30
Hb Wealth Management, LLC$748.9K1692026-06-30
Leo Wealth, LLC$725.1K152026-03-31
Avior Wealth Management, LLC$712.3K692026-06-30
Next Level Wealth Planning, LLC$711.3K52026-06-30
Highland Financial Advisors, LLC$694.4K82026-06-30
Operose Advisors LLC$691.1K142026-06-30
Spectrum Asset Management, Inc. (nb/ca)$680.5K02026-06-30
Independent Wealth Network Inc.$673.4K342026-06-30
Hbk Sorce Advisory LLC$656.3K732026-06-30
Ullmann Wealth Partners Group, LLC$653.7K82026-06-30
Retirement Planning Group, LLC$647K02026-06-30
Base Wealth Management$644.8K72026-06-30
Quantinno Capital Management LP$629.3K02026-06-30
Monograph Wealth Advisors, LLC$628.3K102026-06-30
National Philanthropic Trust$628K02026-06-30
Steward Partners Investment Advisory, LLC$620.9K4812026-06-30
Sovereign Financial Group, Inc.$582.3K232026-06-30
Astoria Portfolio Advisors Llc.$580.6K122026-06-30
Tritonpoint Partners, LLC$578.9K102026-06-30
Sageview Advisory Group, LLC$561.6K942026-06-30
Mayflower Advisors$561.3K272026-06-30
Focus Partners Advisor Solutions, LLC$556.8K422026-06-30
McKinley Carter Wealth Services, Inc.$552.1K252026-06-30
Fulton Bank, N.A.$547.4K02026-06-30
Glassman Wealth Services$537.8K142026-06-30
Narwhal Capital Management$531.1K112026-06-30
Vermillion & White Wealth Management Group, LLC$523K52026-06-30
Osborne Partners Capital Management, LLC$512.8K112026-06-30
Brown Advisory Inc$505.7K02026-06-30
Fortitude Family Office, LLC$502.3K142026-06-30
Harbour Investments, Inc.$500.6K2472026-06-30
B. Riley Wealth Advisors, Inc.$497.4K1702026-06-30
Moneta Group Investment Advisors LLC$495.5K2562026-06-30
Snider Financial Group$487.8K92026-06-30

The 250 largest of 418 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30