SWAN Capital »

Vanguard Russell 1000 Value Et shares owned by SWAN Capital

Quarter-by-quarter ownership of Vanguard Russell 1000 Value Et (VONV) shares owned by SWAN Capital from 13F filings

Historical chart of SWAN Capital investment in Vanguard Russell 1000 Value Et

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Russell 1000 Value Et held by SWAN Capital consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Russell 1000 Value Et by SWAN Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.7M 75k 89.37
2025-06-30 $8.4M 99k 85.21
2025-03-31 $2.6M 31k 82.54
2024-12-31 $1.3M 16k 81.25

More positions owned by SWAN Capital

Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard World Inf Tech Etf (VGT)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Pfd And Incm Sec (PFF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard World Utilities Etf (VPU)
Vanguard World Energy Etf (VDE)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for SWAN Capital

Top funds holding Vanguard Russell 1000 Value Et

LPL Financial
Morgan Stanley
Wellington Management Company
Tiaa Trust, National Association
Phoenix Holdings
SageView Advisory Group
UBS Group
Envestnet Asset Management
Macquarie Group
Janney Montgomery Scott
Branch Banking & Trust Company
Raymond James Financial
Commonwealth Equity Services
Wells Fargo & Company
Pathstone Holdings

View all funds holding Vanguard Russell 1000 Value Et