VONE Institutional Ownership
Vanguard Russell 1000 ETF
1W: -0.2%
1M: +0.4%
3M: +2.1%
YTD: +12.2%
1Y: +14.5%
3Y: +84.6%
5Y: +78.0%
$347.62
+2.69 (+0.78%)
Weekly Expected Move ±1.5%
$337
$342
$348
$353
$358
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Institutional Ownership — VONE
429
Institutional Holders
+21 vs prior quarter
0.0%
Ownership
+0.00pp
5B
Total Invested
49
New Positions
121
Increased
138
Reduced
21
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (451 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,447,810 | $503M | +149,343 | +11.5% | 52Q | SEC ↗ |
| 2 | AMERIPRISE FINANCIAL INC | 834,987 | $290M | -75,378 | -8.3% | 16Q | SEC ↗ |
| 3 | FMR LLC | 727,608 | $253M | -21,151 | -2.8% | 32Q | SEC ↗ |
| 4 | UBS Group AG | 679,587 | $236M | -31,647 | -4.4% | 47Q | SEC ↗ |
| 5 | STIFEL FINANCIAL CORP | 519,135 | $180M | +30,740 | +6.3% | 37Q | SEC ↗ |
| 6 | RED CEDAR INVESTMENT MANAGEMENT, LLC | 507,403 | $176M | -9,613 | -1.9% | 25Q | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 483,139 | $168M | +4,023 | +0.8% | 29Q | SEC ↗ |
| 8 | BANK OF AMERICA CORP /DE | 472,836 | $164M | -82,562 | -14.9% | 15Q | SEC ↗ |
| 9 | CITIGROUP INC | 459,097 | $160M | -12 | -0.0% | 38Q | SEC ↗ |
| 10 | Jordan Park Group LLC | 432,391 | $150M | +24,727 | +6.1% | 5Q | SEC ↗ |
| 11 | Apella Capital, LLC | 359,515 | $125M | +28,912 | +8.7% | 7Q | SEC ↗ |
| 12 | RAYMOND JAMES FINANCIAL INC | 320,828 | $112M | +8,865 | +2.8% | 7Q | SEC ↗ |
| 13 | Waverly Advisors, LLC | 294,301 | $102M | -2,829 | -1.0% | 35Q | SEC ↗ |
| 14 | Cerity Partners LLC | 287,674 | $100M | -2,480 | -0.9% | 19Q | SEC ↗ |
| 15 | MAI Capital Management | 256,565 | $89M | +94,633 | +58.4% | 7Q | SEC ↗ |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 250,978 | $87M | +15,144 | +6.4% | 32Q | SEC ↗ |
| 17 | Flower City Capital | 244,063 | $85M | +3,311 | +1.4% | 16Q | SEC ↗ |
| 18 | WELLS FARGO & COMPANY/MN | 223,611 | $78M | -6,377 | -2.8% | 60Q | SEC ↗ |
| 19 | Summit Trail Advisors, LLC NEW | 212,940 | $74M | — | +0.0% | 1Q | SEC ↗ |
| 20 | Colter Lewis Investment Partners LLC NEW | 185,576 | $65M | — | +0.0% | 1Q | SEC ↗ |
| 21 | Beacon Pointe Advisors, LLC | 176,755 | $61M | +5,059 | +2.9% | 31Q | SEC ↗ |
| 22 | Sherrill & Hutchins Financial Advisory | 155,798 | $54M | -1,707 | -1.1% | 11Q | SEC ↗ |
| 23 | Heartwood Wealth Advisors LLC | 150,400 | $52M | +4,316 | +3.0% | 10Q | SEC ↗ |
| 24 | Hilltop Partners LLC | 138,127 | $48M | -112,775 | -44.9% | 15Q | SEC ↗ |
| 25 | JONES FINANCIAL COMPANIES LLLP | 126,472 | $44M | +27,772 | +28.1% | 15Q | SEC ↗ |
| 26 | GOLDMAN SACHS GROUP INC | 125,051 | $43M | +8,902 | +7.7% | 15Q | SEC ↗ |
| 27 | HighTower Advisors, LLC | 116,860 | $41M | -2,046 | -1.7% | 22Q | SEC ↗ |
| 28 | VANGUARD ADVISERS INC | 112,042 | $39M | -775 | -0.7% | 2Q | SEC ↗ |
| 29 | OLD NATIONAL BANCORP /IN | 111,935 | $39M | +6,158 | +5.8% | 10Q | SEC ↗ |
| 30 | Hirtle & Co., LLC | 105,694 | $37M | +11,163 | +11.8% | 20Q | SEC ↗ |
| 31 | Cetera Investment Advisers | 99,482 | $35M | +630 | +0.6% | 10Q | SEC ↗ |
| 32 | Pathstone Holdings, LLC | 96,431 | $34M | +28,946 | +42.9% | 11Q | SEC ↗ |
| 33 | KEYBANK NATIONAL ASSOCIATION/OH | 85,086 | $30M | -24,270 | -22.2% | 38Q | SEC ↗ |
| 34 | AQR CAPITAL MANAGEMENT LLC | 80,637 | $28M | +696 | +0.9% | 11Q | SEC ↗ |
| 35 | CHOREO, LLC | 77,331 | $27M | +3,072 | +4.1% | 13Q | SEC ↗ |
| 36 | MML INVESTORS SERVICES, LLC | 76,622 | $27M | +32,167 | +72.4% | 36Q | SEC ↗ |
| 37 | LPL Financial LLC | 76,260 | $27M | -31,886 | -29.5% | 54Q | SEC ↗ |
| 38 | CHERRYDALE WEALTH MANAGEMENT, LLC | 75,506 | $26M | +2,413 | +3.3% | 15Q | SEC ↗ |
| 39 | 1900 WEALTH MANAGEMENT LLC | 74,306 | $26M | +1,865 | +2.6% | 12Q | SEC ↗ |
| 40 | JPMORGAN CHASE & CO | 73,816 | $26M | +2,906 | +4.1% | 43Q | SEC ↗ |
| 41 | Zhang Financial LLC | 69,623 | $24M | +49,116 | +239.5% | 18Q | SEC ↗ |
| 42 | Parkside Financial Bank & Trust | 69,377 | $24M | +822 | +1.2% | 18Q | SEC ↗ |
| 43 | Stegner Investment Associates Inc. | 67,323 | $23M | +3 | +0.0% | 24Q | SEC ↗ |
| 44 | NICOLET BANKSHARES INC | 64,114 | $22M | +2,583 | +4.2% | 3Q | SEC ↗ |
| 45 | Opus Capital Group, LLC | 62,628 | $22M | -1,194 | -1.9% | 42Q | SEC ↗ |
| 46 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 62,305 | $22M | -1,474 | -2.3% | 26Q | SEC ↗ |
| 47 | MERCER GLOBAL ADVISORS INC /ADV | 60,641 | $21M | -4,446 | -6.8% | 22Q | SEC ↗ |
| 48 | Arbor Investment Advisors, LLC | 53,349 | $19M | +66 | +0.1% | 26Q | SEC ↗ |
| 49 | Modern Wealth Management, LLC | 50,499 | $18M | -7,902 | -13.5% | 9Q | SEC ↗ |
| 50 | Focus Partners Wealth | 45,225 | $16M | +7,029 | +18.4% | 11Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Summit Trail Advisors, LLC | 212,940 | $74M |
| Colter Lewis Investment Partners LL | 185,576 | $65M |
| Tradewinds, LLC. | 12,404 | $4M |
| Global Retirement Partners, LLC | 11,471 | $4M |
| RENAISSANCE TECHNOLOGIES LLC | 7,840 | $3M |
| Lotus Asset Management LLC | 7,198 | $3M |
| Royal Fund Management, LLC | 5,566 | $2M |
| Compass Wealth Management LLC | 3,125 | $1M |
| Accurate Wealth Management, LLC | 3,087 | $1M |
| FIDUCIENT ADVISORS LLC | 2,458 | $854K |
| Highland Financial Advisors, LLC | 2,050 | $713K |
| National Philanthropic Trust | 1,854 | $644K |
| McKinley Carter Wealth Services, In | 1,630 | $567K |
| Fortitude Family Office, LLC | 1,483 | $516K |
| CABOT WEALTH MANAGEMENT INC | 1,382 | $480K |
| Destiny Wealth Partners, LLC | 1,371 | $477K |
| BIP Wealth, LLC | 1,296 | $451K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 1,277 | $444K |
| TWO SIGMA SECURITIES, LLC | 1,209 | $420K |
| ZENITH SOLUTIONS, INC. | 1,090 | $379K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| EVOKE WEALTH, LLC | 90,192 | $31M |
| SAWGRASS ASSET MANAGEMENT LLC | 49,218 | $17M |
| Stratos Wealth Advisors, LLC | 25,520 | $9M |
| Topel & Distasi Wealth Management, | 8,247 | $3M |
| JANE STREET GROUP, LLC | 5,916 | $2M |
| TRITONPOINT WEALTH, LLC | 5,310 | $2M |
| Berkshire Money Management, Inc. | 5,295 | $2M |
| JIM SAULNIER & ASSOCIATES, LLC | 4,869 | $2M |
| Hershey Financial Advisers, LLC | 3,607 | $1M |
| YARGER WEALTH STRATEGIES, LLC | 3,200 | $1M |
| Capital Advantage, Inc. | 2,098 | $729K |
| ADVISORTRUST PARTNERS, LLC | 1,967 | $684K |
| Kingsview Wealth Management, LLC | 1,451 | $504K |
| Empirical Financial Services, LLC d | 1,080 | $375K |
| Circle Wealth Management, LLC | 945 | $329K |
| EARNED WEALTH ADVISORS, LLC | 925 | $322K |
| TIAA TRUST, NATIONAL ASSOCIATION | 916 | $318K |
| LODESTAR PRIVATE ASSET MANAGEMENT L | 913 | $317K |
| CITADEL ADVISORS LLC | 781 | $271K |
| Outlook Wealth Advisors, LLC | 733 | $255K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +149,343 | +11.5% | 1,447,810 |
| MAI Capital Management | +94,633 | +58.4% | 256,565 |
| Zhang Financial LLC | +49,116 | +239.5% | 69,623 |
| MML INVESTORS SERVICES, LLC | +32,167 | +72.4% | 76,622 |
| STIFEL FINANCIAL CORP | +30,740 | +6.3% | 519,135 |
| Pathstone Holdings, LLC | +28,946 | +42.9% | 96,431 |
| Apella Capital, LLC | +28,912 | +8.7% | 359,515 |
| JONES FINANCIAL COMPANIES LLLP | +27,772 | +28.1% | 126,472 |
| Jordan Park Group LLC | +24,727 | +6.1% | 432,391 |
| Savant Capital, LLC | +23,676 | +112.2% | 44,773 |
| ENVESTNET ASSET MANAGEMENT INC | +15,144 | +6.4% | 250,978 |
| OSAIC HOLDINGS, INC. | +11,345 | +208.5% | 16,786 |
| Hirtle & Co., LLC | +11,163 | +11.8% | 105,694 |
| GOLDMAN SACHS GROUP INC | +8,902 | +7.7% | 125,051 |
| RAYMOND JAMES FINANCIAL INC | +8,865 | +2.8% | 320,828 |
| CAPTRUST FINANCIAL ADVISORS | +7,446 | +33.1% | 29,929 |
| Focus Partners Wealth | +7,029 | +18.4% | 45,225 |
| OLD NATIONAL BANCORP /IN | +6,158 | +5.8% | 111,935 |
| Thrivent Financial for Lutherans | +5,579 | +23.6% | 29,211 |
| Beacon Pointe Advisors, LLC | +5,059 | +2.9% | 176,755 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Hilltop Partners LLC | -112,775 | -44.9% | 138,127 |
| BANK OF AMERICA CORP /DE | -82,562 | -14.9% | 472,836 |
| AMERIPRISE FINANCIAL INC | -75,378 | -8.3% | 834,987 |
| UBS AM, a distinct business unit of | -54,175 | -99.1% | 496 |
| BANK OF MONTREAL /CAN | -37,458 | -85.4% | 6,395 |
| LPL Financial LLC | -31,886 | -29.5% | 76,260 |
| UBS Group AG | -31,647 | -4.4% | 679,587 |
| KEYBANK NATIONAL ASSOCIATION/OH | -24,270 | -22.2% | 85,086 |
| FMR LLC | -21,151 | -2.8% | 727,608 |
| RED CEDAR INVESTMENT MANAGEMENT, LL | -9,613 | -1.9% | 507,403 |
| Modern Wealth Management, LLC | -7,902 | -13.5% | 50,499 |
| Integrated Wealth Concepts LLC | -6,424 | -62.6% | 3,838 |
| WELLS FARGO & COMPANY/MN | -6,377 | -2.8% | 223,611 |
| Aptus Capital Advisors, LLC | -5,282 | -66.1% | 2,714 |
| MERCER GLOBAL ADVISORS INC /ADV | -4,446 | -6.8% | 60,641 |
| Mariner, LLC | -3,697 | -9.9% | 33,698 |
| NewEdge Advisors, LLC | -3,594 | -37.3% | 6,043 |
| Arete Wealth Advisors, LLC | -3,053 | -23.2% | 10,126 |
| Waverly Advisors, LLC | -2,829 | -1.0% | 294,301 |
| Cerity Partners LLC | -2,480 | -0.9% | 287,674 |