Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Vanguard Russell 2000 Etf (VTWO)  
$83.07 0.89 (1.08%) as of 4:30 Fri 5/24


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 432    25
Total shares held : 
 56,289,212  
% of shares held : 
 83.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   93  
Amount of shares held : 
 1,073,727  
% of shares held change : 
   1.59%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $70.37  
Last Quarter's Ending Price : 
 $81.10  
Last Quarter's Average Price : 
 $72.43  
Change from last quarter's     
avg. price to the last closing  : 
10.64 (14.69%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
49
 1,322,623
 2.35%
 
Increased Positions :
181
 4,442,885
 7.89%
 
Unchanged Positions :
89
 1,015,480
 1.8%
 
Decreased Positions :
113
-4,450,891
-7.91%
 
Closed Positions :
24
-240,890
-0.43%
 
Guru Positions :
1
5,374
 0.01%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 116 - 2024-03-31 21,874,064 $1,860,608,000 7,183,536
   MORGAN STANLEY 398 - 2024-03-31 6,703,855 $570,230,000 9,360
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 10 - 2024-03-31 6,409,425 $449,173,000 2,137,708
   NATIXIS ASSET MANAGEMENT ADVISORS LP 18 - 2024-03-31 3,601,343 $306,330,000 551,599
   JONES FINANCIAL COMPANIES LLLP 39 - 2024-03-31 1,741,374 $148,121,000 33,357
   UBS Group AG 360 - 2024-03-31 1,694,000 $144,092,000 160,628
   GOLDMAN SACHS GROUP INC/ 578 - 2024-03-31 1,459,397 $124,136,000 259,814
   WELLS FARGO & CO/MN 642 - 2024-03-31 730,279 $62,118,000 83,602
   ROYAL BANK OF CANADA 643 - 2024-03-31 726,318 $61,780,000 234,677
   Envestnet Portfolio Solutions Inc. 63 - 2024-03-31 693,818 $59,016,000 56,273
   AMERIPRISE FINANCIAL INC 746 - 2024-03-31 672,354 $57,173,000 57,039
   Venturi Wealth Management LLC 5 - 2024-03-31 661,203 $56,242,000 6,775
   FIRST CITIZENS BANK & TRUST CO 16 - 2024-03-31 603,232 $51,311,000 60,129
   EVOKE WEALTH LLC 21 - 2024-03-31 517,799 $44,044,000 24,166
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 179 - 2023-09-30 588,572 $42,048,000 47,657
   RED CEDAR INVESTMENT MANAGEMENT LLC 3 - 2024-03-31 455,224 $38,721,000 97,392
   Sargent Bickham Lagudis LLC 6 - 2022-12-31 507,223 $35,693,000 72,771
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 110 - 2024-03-31 340,107 $28,930,000 101,487
   CSM Advisors LLC 11 - 2024-03-31 334,541 $28,456,000 63,550
   RAYMOND JAMES & ASSOCIATES 673 - 2024-03-31 296,090 $25,185,000 39,761
   Rockefeller Capital Management L.P. 328 - 2024-03-31 232,632 $19,788,000 81,308
   HPM Partners LLC 308 - 2024-03-31 222,237 $18,903,000 37,135
   Foster Group Inc. 26 - 2024-03-31 204,235 $17,372,000 9,106
   SCHRODER INVESTMENT MANAGEMENT GROUP 517 - 2024-03-31 204,949 $17,371,000 27,733
   BB&T CORP 464 - 2024-03-31 203,472 $17,307,000 13,155
   CITIGROUP INC 682 - 2024-03-31 199,705 $16,999,000 199,705
   CIBC WORLD MARKETS INC. 208 - 2024-03-31 180,390 $15,344,000 69,216
   Cetera Investment Advisers 497 - 2024-03-31 175,868 $14,959,000 91,754
   LBMC INVESTMENT ADVISORS, LLC 14 - 2024-03-31 154,949 $13,180,000 76
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 383 - 2024-03-31 140,962 $11,990,000 4,027
   LVW Advisors LLC 9 - 2024-03-31 139,200 $11,840,000 170
   Atria Wealth Solutions Inc. 165 - 2024-03-31 137,594 $11,704,000 5,059
   MARINER WEALTH ADVISORS, LLC 467 - 2024-03-31 137,500 $11,696,000 6,151
   Pathstone Holdings LLC 294 - 2024-03-31 121,709 $10,353,000 28,485
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 24 - 2024-03-31 94,763 $8,061,000 5,716
   Fusion Capital LLC 10 - 2024-03-31 90,773 $7,721,000 2,034
   BP WEALTH MANAGEMENT LLC 132 - 2024-03-31 89,984 $7,654,000 46,726
   FINANCIAL NETWORK 481 - 2024-03-31 85,518 $7,274,000 1,608
   COMMONWEALTH EQUITY SERVICES LLC. 970 - 2024-03-31 80,261 $6,827,000 5,124
   Vise Technologies Inc. 17 - 2024-03-31 80,079 $6,811,000 2,502
   9258 Wealth Management LLC 20 - 2024-03-31 77,497 $6,592,000 2,483
   SCOTIA CAPITAL INC. 232 - 2024-03-31 69,824 $5,939,000 52,337
   PNC FINANCIAL SERVICES GROUP INC 618 - 2024-03-31 69,535 $5,915,000 1,157
   PATHSTONE FAMILY OFFICE, LLC 250 - 2023-09-30 77,897 $5,565,000 37,050
   Kiely Wealth Advisory Group Inc. 5 - 2024-03-31 66,918 $5,404,000 5,419
   Prosperity Consulting Group LLC 38 - 2024-03-31 63,302 $5,384,000 50,325
   ASSET MANAGEMENT INVESTORS LLC 40 - 2024-03-31 61,754 $5,253,000 6,754
   Baird Financial Group Inc. 652 - 2024-03-31 60,370 $5,135,000 7,735
   DAVIDSON D A & CO 302 - 2024-03-31 57,471 $4,889,000 5,791
   Financial & Tax Architects LLC 33 - 2024-03-31 56,343 $4,793,000 98
   Windward Private Wealth Management Inc. 10 - 2024-03-31 52,116 $4,433,000 14
   MONTICELLO WEALTH MANAGEMENT LLC 48 - 2024-03-31 50,686 $4,311,000 4,715
   Brooklyn FI LLC 19 - 2024-03-31 50,463 $4,292,000 359
   LINCOLN NATIONAL CORP 178 - 2024-03-31 49,535 $4,213,000 8,066
   Capstone Financial Advisors Inc. 30 - 2024-03-31 48,536 $4,128,000 447
   Global Financial Private Client LLC 9 - 2024-03-31 42,133 $3,549,000 2,257
   Edge Capital Group LLC 107 - 2024-03-31 40,953 $3,483,000 2,727
   Kestra Advisory Services LLC 673 - 2024-03-31 38,342 $3,261,000 17,957
   Ridgepath Capital Management LLC 9 - 2024-03-31 37,120 $3,157,000 179
   PARKSIDE FINANCIAL BANK & TRUST 38 - 2024-03-31 36,471 $3,102,000 4,268
   RE Dickinson Investment Advisors LLC 15 - 2024-03-31 35,465 $3,017,000 30,206
   CREATIVE PLANNING 805 - 2024-03-31 34,907 $2,969,000 818
   Kingdom Financial Group LLC. 14 - 2024-03-31 34,703 $2,952,000 10,158
   GELLER FAMILY OFFICE SERVICES LLC 30 - 2024-03-31 34,455 $2,931,000 769
   FORESIGHT CAPITAL MANAGEMENT ADVISORS INC. 16 - 2024-03-31 32,280 $2,746,000 1,886
   Brookstone Capital Management 311 - 2024-03-31 31,339 $2,666,000 2,199
   HIGHTOWER ADVISORS, LLC 1263 - 2024-03-31 31,042 $2,648,000 2,660
   RSM US WEALTH MANAGEMENT LLC 154 - 2024-03-31 29,836 $2,538,000 5,428
   PFW Advisors LLC 27 - 2024-03-31 29,726 $2,528,000 119
   Arete Wealth Advisors LLC 108 - 2024-03-31 28,100 $2,390,000 11,477
   RATHBONE BROTHERS PLC 251 - 2024-03-31 27,574 $2,345,000 3,424
   We Are One Seven LLC 198 - 2024-03-31 26,312 $2,238,000 12,258
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 897 - 2024-03-31 26,190 $2,228,000 502
   BANK OF NEW YORK MELLON CORP 2703 - 2024-03-31 26,166 $2,226,000 1,006
   Private Advisor Group LLC 765 - 2024-03-31 25,675 $2,184,000 1,945
   Wealthfront Advisers LLC 475 - 2024-03-31 24,968 $2,124,000 4,877
   PRAIRIEVIEW WEALTH PARTNERS LLC 12 - 2024-03-31 23,906 $2,033,000 11,591
   Main Street Financial Solutions LLC 100 - 2024-03-31 23,326 $1,984,000 17,351
   PAUL A. VIOLICH INC 50 - 2024-03-31 22,500 $1,914,000 17,500
   Arbor Investment Advisors LLC 31 - 2024-03-31 20,908 $1,778,000 243
   PARK AVENUE SECURITIES LLC 461 - 2024-03-31 19,942 $1,696,000 1,633
   Gainplan LLC 17 - 2024-03-31 18,649 $1,586,000 598
   Meridian Wealth Advisors LLC 62 - 2024-03-31 18,632 $1,585,000 1,126
   Wakefield Asset Management LLLP 60 - 2024-03-31 18,424 $1,567,000 900
   McLean Asset Management Corp 33 - 2024-03-31 17,269 $1,441,000 1,945
   Fifth Third Securities Inc. 142 - 2024-03-31 15,108 $1,285,000 113
   180 WEALTH ADVISORS LLC 103 - 2024-03-31 15,034 $1,279,000 3,286
   LAKE STREET ADVISORS GROUP LLC 194 - 2024-03-31 14,584 $1,241,000 14,584
   MARBLE HARBOR INVESTMENT COUNSEL LLC 80 - 2024-03-31 14,525 $1,235,000 250
   Taddei Ludwig & Associates Inc. 25 - 2024-03-31 13,905 $1,183,000 470
   DORSEY & WHITNEY TRUST CO LLC 203 - 2024-03-31 13,611 $1,158,000 173
   DEUTSCHE BANK AG 1879 - 2024-03-31 13,547 $1,152,000 869
   INTL FCSTONE INC. 149 - 2024-03-31 13,353 $1,136,000 260
   SIGNATUREFD, LLC 277 - 2024-03-31 13,272 $1,129,000 868
   M HOLDINGS SECURITIES, INC. 74 - 2024-03-31 13,212 $1,124,000 1,211
   Fairman Group LLC 15 - 2024-03-31 12,554 $1,068,000 23
   GOLDEN ROAD ADVISORS LLC 14 - 2024-03-31 12,346 $1,050,000 628
   Mutual Advisors LLC 459 - 2024-03-31 12,058 $1,026,000 186
   WHITTIER TRUST CO 365 - 2024-03-31 11,360 $966,000 10,860
   Sowell Financial Services LLC 348 - 2024-03-31 11,276 $959,000 85
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us