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Get Institutions for : 
Vanguard Russell 1000 Etf (VONE)  
$239.27 0.05 (0.02%) as of 4:30 Mon 6/3


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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  : 
36.68 (18.11%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   UBS Group AG 388 - 2024-03-31 565,485 $134,766,000 -63,752
   DAIDO LIFE INSURANCE CO 4 - 2024-03-31 372,383 $88,746,000 -111,599
   Austin Private Wealth LLC 2 - 2024-03-31 330,064 $78,034,000 -19,676
   BANK OF AMERICA CORP /DE/ 1084 - 2024-03-31 303,587 $72,351,000 -260,017
   GOLDMAN SACHS GROUP INC/ 883 - 2024-03-31 258,473 $61,599,000 -40,461
   HPM Partners LLC 136 - 2024-03-31 247,258 $58,927,000 -65,088
   PRIVATE CAPITAL MANAGEMENT LLC 1 - 2024-03-31 239,594 $57,100,000 -2,478
   Sherrill & Hutchins Financial Advisory Inc 1 - 2024-03-31 183,903 $43,828,000 -3,882
   RAYMOND JAMES & ASSOCIATES 488 - 2024-03-31 162,362 $38,694,000 -8,341
   Beacon Pointe Advisors LLC 58 - 2024-03-31 133,276 $31,762,000 -3,393
   LPL FINANCIAL CORP 790 - 2024-03-31 117,017 $27,888,000 -6,153
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 271 - 2024-03-31 110,296 $26,286,000 -1,463
   HIRTLE CALLAGHAN & CO INC 14 - 2024-03-31 107,165 $25,540,000 -1,878
   Atria Wealth Solutions Inc. 71 - 2024-03-31 104,401 $24,881,000 -1,508
   LITMAN GREGORY ASSET MANAGEMENT LLC 17 - 2024-03-31 70,280 $16,749,000 -696
   SigFig Wealth Management LLC 28 - 2024-03-31 66,585 $15,869,000 -26,204
   Strategic Financial Group LLC - 2023-12-31 71,523 $15,516,000 -36
   OPUS CAPITAL GROUP LLC 15 - 2024-03-31 58,588 $13,963,000 -4,076
   Royal Fund Management LLC 11 - 2024-03-31 49,650 $11,837,000 -2,279
   HALBERT, HARGROVE/RUSSELL LLC 16 - 2024-03-31 48,784 $11,626,000 -4,357
   Blackston Financial Advisory Group LLC 7 - 2024-03-31 42,820 $10,205,000 -1,832
   MML INVESTORS SERVICES LLC 417 - 2024-03-31 41,317 $9,847,000 -2,499
   COLDSTREAM CAPITAL MANAGEMENT INC 57 - 2024-03-31 38,802 $9,247,000 -385
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 441 - 2024-03-31 37,332 $8,897,000 -1,350
   COZAD ASSET MANAGEMENT INC 31 - 2024-03-31 35,124 $8,371,000 -425
   Thrive Wealth Management LLC 8 - 2024-03-31 34,091 $8,125,000 -2,660
   CREATIVE PLANNING 501 - 2024-03-31 30,027 $7,156,000 -5
   FINANCIAL NETWORK 508 - 2024-03-31 28,508 $6,794,000 -1,178
   COLONY GROUP LLC 183 - 2023-09-30 34,851 $6,784,000 -5
   Wealth CMT 3 - 2023-06-30 33,554 $6,763,000 -994
   MARINER WEALTH ADVISORS, LLC 647 - 2024-03-31 26,648 $6,351,000 -1,041
   FIRST MANHATTAN CO 207 - 2024-03-31 21,016 $5,009,000 -590
   ALESCO ADVISORS LLC 40 - 2024-03-31 20,240 $4,824,000 -115
   Capstone Financial Advisors Inc. 27 - 2024-03-31 20,133 $4,798,000 -293
   CBIZ Investment Advisory Services LLC 17 - 2024-03-31 19,447 $4,615,000 -43,272
   Vigilare Wealth Management 8 - 2024-03-31 18,634 $4,441,000 -13,664
   HANSON MCCLAIN, INC. 211 - 2024-03-31 18,233 $4,345,000 -87
   CMH Wealth Management LLC 40 - 2024-03-31 17,420 $4,152,000 -353
   COMMONWEALTH EQUITY SERVICES LLC. 1292 - 2024-03-31 17,318 $4,127,000 -5,928
   FOSTER & MOTLEY INC 101 - 2024-03-31 17,185 $4,096,000 -100
   Waypoint Capital Advisors LLC 28 - 2024-03-31 16,846 $4,015,000 -3,689
   Hartland & Co. LLC 94 - 2024-03-31 16,220 $3,842,000 -16,835
   Brown Financial Advisory 7 - 2024-03-31 12,597 $3,002,000 -495
   Anson Capital Inc. 6 - 2024-03-31 11,566 $2,756,000 -291
   SAVANT CAPITAL MANAGEMENT INC 281 - 2024-03-31 11,503 $2,741,000 -1,156
   PFW Advisors LLC 26 - 2024-03-31 10,647 $2,537,000 -3
   Bridgeworth LLC - 2023-12-31 11,499 $2,495,000 -51
   VCI Wealth Management LLC 16 - 2024-03-31 10,159 $2,421,000 -2,125
   NEUBERGER BERMAN GROUP LLC 1063 - 2024-03-31 10,089 $2,404,000 -857
   BB&T CORP 1188 - 2024-03-31 9,935 $2,368,000 -942
   Integrated Wealth Concepts LLC 476 - 2024-03-31 9,462 $2,255,000 -562
   Wealthcare Advisory Partners LLC 214 - 2024-03-31 9,228 $2,199,000 -479
   Spectrum Asset Management Inc. (NB/CA) 40 - 2024-03-31 9,204 $2,193,000 -28,066
   RENAISSANCE TECHNOLOGIES LLC 2010 - 2024-03-31 8,700 $2,073,000 -1,600
   ETF Portfolio Partners Inc. 20 - 2024-03-31 8,636 $2,058,000 -138
   MITCHELL MCLEOD PUGH & WILLIAMS INC 60 - 2024-03-31 7,026 $1,674,000 -42
   FourThought Financial Partners LLC 109 - 2024-03-31 6,252 $1,490,000 -636
   Landmark Wealth Management LLC 39 - 2024-03-31 5,821 $1,387,000 -360
   COMERICA SECURITIESINC. 176 - 2023-09-30 6,833 $1,330,000 -338
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 884 - 2023-09-30 6,742 $1,312,000 -1,050
   Strategic Financial Concepts LLC 80 - 2024-03-31 4,874 $1,162,000 -62
   Ethos Financial Group LLC 66 - 2024-03-31 4,876 $1,162,000 -713
   ATRIA INVESTMENTS LLC 924 - 2024-03-31 4,506 $1,074,000 -660
   WELCH GROUP, LLC 83 - 2024-03-31 4,369 $1,041,000 -125
   Sequoia Financial Advisors LLC 483 - 2024-03-31 4,037 $962,000 -1,123
   RAYMOND JAMES TRUST CO 513 - 2024-03-31 3,535 $842,000 -3,040
   Wick Capital Partners LLC 19 - 2024-03-31 3,378 $805,000 -200
   GELLER FAMILY OFFICE SERVICES LLC 98 - 2024-03-31 3,080 $734,000 -222
   SUMMIT INVESTMENT ADVISORS INC 703 - 2024-03-31 3,024 $721,000 -120
   Retirement Income Solutions Inc 66 - 2024-03-31 2,870 $684,000 -56
   Private Advisor Group LLC 1499 - 2024-03-31 2,140 $510,000 -76
   Pensionmark Financial Group LLC 213 - 2024-03-31 2,134 $509,000 -253
   TD Waterhouse Canada Inc. 661 - 2024-03-31 1,587 $387,000 -10
   PROSPERA FINANCIAL SERVICES 749 - 2023-12-31 1,737 $377,000 -384
   RETIREMENT CAPITAL STRATEGIES 55 - 2024-03-31 1,563 $373,000 -186
   OXBOW ADVISORS, LLC 162 - 2024-03-31 1,478 $352,000 -10
   THRIVENT FINANCIAL FOR LUTHERANS 2260 - 2024-03-31 1,446 $345,000 -3,012
   GOELZER INVESTMENT MANAGEMENT, INC. 213 - 2024-03-31 1,389 $331,000 -102
   Aveo Capital Partners LLC 290 - 2024-03-31 1,308 $304,000 -204
   Argent Trust Co 530 - 2024-03-31 1,250 $298,000 -149
   DELAP WEALTH ADVISORY LLC 174 - 2024-03-31 1,130 $269,000 -1,130
   Betterment LLC 325 - 2024-03-31 1,101 $262,000 -1,223
   TIAA TRUST NATIONAL ASSOCIATION 550 - 2024-03-31 1,042 $248,000 -329
   CAPTRUST FINANCIAL ADVISORS 1881 - 2024-03-31 1,030 $246,000 -13,917
   Intrua Financial LLC 283 - 2023-03-31 1,316 $246,000 -72
   Qube Research & Technologies Ltd 2825 - 2024-03-31 411 $98,000 -539
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1254 - 2024-03-31 109 $26,000 -548
   Financial Gravity Wealth Inc. 338 - 2024-03-31 80 $19,000 -1,991
   Newbridge Financial Services Group Inc. 888 - 2024-03-31 21 $5,000 -20
  89 Records found
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