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Get Institutions for : 
Vanguard Russell 1000 Etf (VONE)  
$240.30 0.03 (0.01%) as of 4:30 Tue 5/28


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 253    18
Total shares held : 
 11,390,136  
% of shares held : 
 10.57%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   36  
Amount of shares held : 
 469,190  
% of shares held change : 
   0.44%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $194.37  
Last Quarter's Ending Price : 
 $216.94  
Last Quarter's Average Price : 
 $202.59  
Change from last quarter's     
avg. price to the last closing  : 
37.71 (18.61%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
26
 114,672
 1.01%
 
Increased Positions :
94
 832,113
 7.31%
 
Unchanged Positions :
57
 1,097,084
 9.63%
 
Decreased Positions :
76
-317,939
-2.79%
 
Closed Positions :
8
-159,656
-1.4%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Heartwood Wealth Advisors LLC 8 *New 2024-03-31 128,065 $30,520,000 128,065
   OLD NATIONAL BANCORP /IN/ 70 *New 2024-03-31 60,948 $14,525,000 60,948
   Cetera Investment Advisers 593 *New 2024-03-31 51,155 $12,191,000 51,155
   Sowell Financial Services LLC 119 *New 2024-03-31 18,461 $4,400,000 18,461
   Petix & Botte Co 44 *New 2024-03-31 12,409 $2,957,000 12,409
   Simplicity WealthLLC 382 *New 2024-03-31 7,137 $1,701,000 7,137
   DAYMARK WEALTH PARTNERS LLC 219 *New 2024-03-31 3,358 $800,000 3,358
   GTS SECURITIES LLC 768 *New 2024-03-31 2,237 $533,000 2,237
   Portfolio Strategies Inc. 81 *New 2024-03-31 1,495 $356,000 1,495
   We Are One Seven LLC 734 *New 2024-03-31 1,234 $294,000 1,234
   CITIZENS FINANCIAL GROUP INC/RI 353 *New 2024-03-31 1,133 $270,000 1,133
   PITCAIRN CO 618 *New 2024-03-31 1,107 $264,000 1,107
   PRUDENTIAL FINANCIAL INC 2398 *New 2024-03-31 1,056 $252,000 1,056
   Redhawk Wealth Advisors Inc. 290 *New 2024-03-31 900 $214,000 900
   Integrys Wealth Advisors LLC 138 *New 2024-03-31 887 $211,000 887
   STRATEGIC INVESTMENT ADVISORS, INC 124 *New 2024-03-31 850 $203,000 850
   Atlantic Trust Group LLC 1624 *New 2024-03-31 236 $56,000 236
   Rice Partnership LLC 110 *New 2024-03-31 219 $52,000 219
   Geneos Wealth Management Inc. 1193 *New 2024-03-31 145 $35,000 145
   MITCHELL SINKLER & STARR/PA 179 *New 2024-03-31 100 $24,000 100
   ZRC WEALTH MANAGEMENT LLC 324 *New 2024-03-31 59 $14,000 59
   MASSMUTUAL TRUST CO FSB/ADV 973 *New 2024-03-31 51 $12,000 51
   Vermillion & White Wealth Management Group LLC 216 *New 2024-03-31 48 $11,000 48
   Penserra Capital Management LLC 1017 *New 2024-03-31 32 $7,000 32
   EnRich Financial Partners LLC 205 *New 2024-03-31 0 $0 0
  25 Records found
  1    
  Page 1 of 1
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