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Get Institutions for : 
Vangard Russell 3000 (VTHR)  
$234.67 1.62 (0.7%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 142    9
Total shares held : 
 2,624,075  
% of shares held : 
 56.68%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   20  
Amount of shares held : 
 351,221  
% of shares held change : 
   7.59%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $190.01  
Last Quarter's Ending Price : 
 $212.83  
Last Quarter's Average Price : 
 $198.16  
Change from last quarter's     
avg. price to the last closing  : 
36.51 (18.42%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
14
 136,910
 5.22%
 
Increased Positions :
46
 414,502
 15.8%
 
Unchanged Positions :
47
 183,565
 7%
 
Decreased Positions :
35
-193,010
-7.36%
 
Closed Positions :
5
-7,181
-0.27%
 
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
   Gratus Capital LLC 7 *New 2024-03-31 190,488 $44,376,000 190,488
   NATIXIS ASSET MANAGEMENT ADVISORS LP 456 *New 2024-03-31 69,250 $16,132,000 69,250
   WEDBUSH MORGAN SECURITIES INC 172 *New 2024-03-31 10,170 $2,369,000 10,170
   WARREN AVERETT ASSET MANAGEMENT, LLC 252 *New 2024-03-31 8,925 $2,079,000 8,925
   Portfolio Strategies Inc. 33 *New 2024-03-31 8,183 $1,906,000 8,183
   GOTHAM ASSET MANAGEMENT, LLC 802 *New 2024-03-31 5,021 $1,170,000 5,021
   CNB Bank 68 *New 2024-03-31 3,777 $880,000 3,777
   Investment Advisory Group LLC 59 *New 2024-03-31 3,712 $865,000 3,712
   PATHSTONE FAMILY OFFICE, LLC 828 *New 2023-09-30 3,995 $762,000 3,995
   Cresset Asset Management LLC 1130 *New 2024-03-31 3,113 $725,000 3,113
   Nilsine Partners LLC 267 *New 2024-03-31 1,378 $321,000 1,378
   Silver Coast Investments LLC 61 *New 2024-03-31 1,332 $310,000 1,332
   Atria Wealth Solutions Inc. 1561 *New 2024-03-31 1,241 $289,000 1,241
   AMERICAN INVESTMENT SERVICES INC. 139 *New 2024-03-31 1,123 $262,000 1,123
   PRECEDENT WEALTH PARTNERS LLC 124 *New 2024-03-31 1,044 $243,000 1,044
   BCJ Capital Management LLC 366 *New 2024-03-31 930 $217,000 930
   Oakmont Partners LLC 664 *New 2024-03-31 903 $210,000 903
   Rehmann Capital Advisory Group 552 *New 2024-03-31 872 $203,000 872
   TOWER RESEARCH CAPITAL LLC 2635 *New 2024-03-31 133 $31,000 133
   Capital Analysts Inc. 919 *New 2024-03-31 40 $9,000 40
   Penserra Capital Management LLC 1004 *New 2024-03-31 33 $7,000 33
   AYRSHIRE ASSOCIATES INC 535 *New 2024-03-31 9 $2,000 9
  22 Records found
  1    
  Page 1 of 1
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