Security record · archived quarter
VONE
Vanguard Russell 1000 ETF · Financial Services · Asset Management - Global
61Tracked holders
+2Δ holders
8.13MShares held
$2.40BReported value
+3New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +3.4% ·
share flow -0.6% ·
net new positions +3.3%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 66.74K | $23.32M | n/a | −1 |
| Q2 2026 | 60 | +1 | 7.97M | $2.70B | +4 | −4 |
| Q1 2026 | 61 | +2 | 8.13M | $2.40B | +3 | −1 |
| Q4 2025 | 59 | 0 | 8.26M | $2.55B | n/a | n/a |
| Q3 2025 | 10 | 0 | 2.26M | $684.36M | n/a | n/a |
| Q2 2025 | 7 | +2 | 954.95K | $268.21M | +2 | n/a |
| Q1 2025 | 2 | -1 | 21.31K | $5.41M | n/a | −1 |
| Q4 2024 | 3 | 0 | 36.79K | $9.81M | +1 | −1 |
| Q3 2024 | 3 | +1 | 28.16K | $7.32M | +1 | n/a |
| Q2 2024 | 2 | n/a | 13.82K | $3.40M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.30M | +8.1% | $383.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Ameriprise Financial Inc | 910.37K | +12.6% | $268.68M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Fidelity (FMR) ✦ | 748.76K | +1.0% | $220.97M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 4 | UBS Group AG | 711.23K | -10.3% | $209.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | Bank Of America Corp /De/ | 555.40K | -28.6% | $163.91M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | Stifel Financial Corp | 488.39K | +5.7% | $144.14M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 7 | Bank of New York Mellon Corp | 479.12K | -1.1% | $141.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 8 | Citigroup Inc | 459.11K | +0.1% | $135.49M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 311.96K | +4.3% | $92.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Cerity Partners LLC | 290.15K | +75.9% | $85.63M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Envestnet Asset Management Inc | 235.83K | +6.6% | $69.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 229.99K | +2.6% | $67.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | HighTower Advisors, LLC | 118.91K | -0.1% | $35.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 116.15K | +6.3% | $34.28M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | LPL Financial LLC | 108.15K | -7.7% | $31.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Cetera Investment Advisers | 98.85K | +5.0% | $29.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 98.70K | +20.7% | $28.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 79.94K | +63.8% | $23.59M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 19 | JPMorgan Chase ✦ | 70.91K | +3.0% | $20.33M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 20 | Mercer Global Advisors Inc /Adv | 65.09K | -1.0% | $19.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 63.78K | -34.6% | $18.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | UBS AM, a distinct business unit of… | 54.67K | +264.8% | $16.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 44.45K | -39.5% | $13.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Bank Of Montreal /Can/ | 43.85K | -81.0% | $12.94M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 25 | Rhumbline Advisers | 40.73K | +214.2% | $12.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 40.15K | -18.8% | $11.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Focus Partners Wealth | 38.20K | -24.2% | $11.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Mariner, LLC | 37.40K | +33.0% | $11.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 29 | Northern Trust Corp | 33.69K | +0.1% | $9.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Royal Bank Of Canada | 30.69K | +3.2% | $9.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 31 | Creative Planning | 30.33K | +8.4% | $8.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | Fifth Third Bancorp | 25.59K | +1493.1% | $7.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Commonwealth Equity Services, Llc | 24.65K | -3.9% | $7.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Captrust Financial Advisors | 22.48K | +33.7% | $6.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | First Manhattan Co. Llc. | 17.87K | +2.8% | $5.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Gotham Asset Management ✦ | 17.41K | -13.2% | $5.14M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 37 | Baird Financial Group, Inc. | 15.49K | -3.5% | $4.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Truist Financial Corp | 14.97K | +9.1% | $4.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 39 | Pnc Financial Services Group, Inc. | 9.15K | -2.2% | $2.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 40 | Corient Private Wealth LP | 6.69K | -48.7% | $1.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 6.07K | +13.5% | $1.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 42 | Jane Street Group, Llc | 5.92K | New | $1.75M | 0.0% | New | 1 | SEC ↗ |
| 43 | Neuberger Berman Group LLC | 5.82K | 0.0% | $1.72M | 0.0% | Held | 2 | SEC ↗ ×2 |
| 44 | Osaic Holdings, Inc. | 5.44K | -55.2% | $1.61M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 45 | Blair William & Co/Il | 5.29K | +13.8% | $1.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | CIBC Bancorp USA Inc. | 2.88K | n/a | $849,393 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 47 | BlackRock ✦ (passive) | 2.16K | +2.0% | $637,755 | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 48 | Quantinno Capital Management LP | 1.19K | +60.8% | $351,193 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Brown Advisory Inc | 824 | +3.0% | $243,179 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Citadel Advisors ✦ | 781 | -91.8% | $230,489 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 51 | Assetmark, Inc | 775 | -31.1% | $228,718 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Alliancebernstein L.P. | 687 | New | $212,310 | 0.0% | New | 1 | SEC ↗ |
| 53 | Chevy Chase Trust Holdings, LLC | 705 | 0.0% | $208,060 | 0.0% | Held | 2 | SEC ↗ |
| 54 | Lido Advisors, LLC | 691 | -37.5% | $204,102 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Us Bancorp \De\ | 687 | -21.0% | $202,747 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | TD Waterhouse Canada Inc. | 572 | -6.1% | $169,804 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Franklin Resources Inc | 350 | 0.0% | $103,292 | 0.0% | Held | 2 | SEC ↗ |
| 58 | National Bank Of Canada /Fi/ | 100 | 0.0% | $29,500 | 0.0% | Held | 2 | SEC ↗ |
| 59 | Qube Research & Technologies Ltd | 83 | -70.4% | $24,495 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Cwm, Llc | 66 | New | $19,478 | 0.0% | New | 1 | SEC ↗ |
| 61 | Russell Investments Group, Ltd. | 26 | 0.0% | $7,684 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $1.75M | 0.0% |
| Alliancebernstein L.P. | $212,310 | 0.0% |
| Cwm, Llc | $19,478 | 0.0% |
Exited
| Renaissance Technologies | $2.32M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 381 holders, 13.55M shares, $3.95B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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