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Who Owns VONE

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in VONE.

Who crossed 5% of VONE →
Managers holding
14
as of 2026-09-30
Reported value
$225.5M
summed across filings
Shares held
646K
Added vs trimmed
2 / 5
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Apella Capital, LLCVNG RUS1000IDX474K shadded$166.3M
Heartwood Wealth Advisors LLCETF149.7K shtrimmed$51.5M
SAPIENT CAPITAL LLCVNG RUS1000IDX11.3K shtrimmed$3.9M
PFW Advisors LLCVNG RUS1000IDX4.1K shtrimmed$1.4M
TLWMVNG RUS1000IDX1.2K shtrimmed$425.5K
Williams & Novak Wealth Management, LLCVNG RUS1000IDX1.1K shtrimmed$391.2K
Farther Finance Advisors, LLCETF1.1K shheld$372.2K
CoreCap Advisors, LLCETF915 shadded$314.9K
Emergent Wealth Advisors, LLCVNG RUS1000IDX865 shheld$297.6K
INSPIRION WEALTH ADVISORS, LLCVNG RUS1000IDX787 shheld$270.7K
S.E.E.D. Planning Group LLCVNG RUS1000IDX772 sh—$265.6K
ELEVATION WEALTH PARTNERS, LLCVNG RUS1000IDX61 shheld$21K
Central Pacific Bank - Trust DivisionVNG RUS1000IDX31 shheld$10.7K
Trust CoETF13 sh—$4.5K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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