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Get Institutions for : 
Vangard Russell 3000 (VTHR)  
$234.60 0.07 (0.03%) as of 4:30 Tue 5/28


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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  : 
36.44 (18.39%)  




 
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
   HIGHTOWER ADVISORS, LLC 382 - 2024-03-31 123,067 $28,676,000 -1,933
   COMMERCE BANK N A/MO 206 - 2024-03-31 44,497 $10,366,000 -120
   UBS Group AG 1609 - 2024-03-31 42,718 $9,952,000 -1,148
   Family Firm Inc. 8 - 2024-03-31 39,235 $9,140,000 -1,005
   MARINER WEALTH ADVISORS, LLC 575 - 2024-03-31 34,398 $8,013,000 -202
   LINSCOMB & WILLIAMS INC 61 - 2024-03-31 33,869 $7,890,000 -33
   J P MORGAN CHASE & CO 2236 - 2024-03-31 31,439 $7,324,000 -1,905
   PITCAIRN CO 38 - 2024-03-31 30,647 $7,140,000 -5,940
   EVENSKY & KATZ INC 26 - 2024-03-31 22,256 $5,185,000 -9,239
   DB Fitzpatrick & Co Inc 2 - 2024-03-31 18,040 $4,203,000 -463
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 848 - 2024-03-31 17,740 $4,133,000 -136
   Rockefeller Capital Management L.P. 800 - 2024-03-31 15,149 $3,529,000 -228
   ROYAL BANK OF CANADA 2236 - 2024-03-31 13,046 $3,038,000 -31,518
   CAPTRUST FINANCIAL ADVISORS 668 - 2024-03-31 12,365 $2,881,000 -576
   SMITHFIELD TRUST CO 91 - 2024-03-31 10,377 $2,416,000 -559
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 130 - 2024-03-31 9,511 $2,216,000 -185
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1618 - 2024-03-31 8,738 $2,036,000 -210
   KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. 28 - 2024-03-31 7,527 $1,753,000 -260
   ENVESTNET ASSET MANAGEMENT INC 2946 - 2024-03-31 4,716 $1,099,000 -119
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2490 - 2024-03-31 4,510 $1,051,000 -6,889
   BAKER AVENUE ASSET MANAGEMENT, LP 210 - 2024-03-31 4,367 $1,017,000 -56
   Pensionmark Financial Group LLC 147 - 2024-03-31 3,904 $909,000 -2,409
   CREATIVE PLANNING 1442 - 2024-03-31 3,640 $848,000 -170
   Carmichael Hill & Associates Inc. 70 - 2024-03-31 3,124 $728,000 -237
   Advisor Group Holdings Inc. 2622 - 2024-03-31 3,108 $724,000 -773
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1305 - 2024-03-31 1,721 $401,000 -114
   Wealth CMT 10 - 2023-06-30 2,007 $396,000 -5
   MILESTONE GROUP INC 142 - 2024-03-31 1,668 $389,000 -272
   MERCER GLOBAL ADVISORS INC /ADV 1448 - 2024-03-31 1,566 $365,000 -36
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1457 - 2023-09-30 1,626 $310,000 -206
   COLDSTREAM CAPITAL MANAGEMENT INC 761 - 2024-03-31 1,297 $302,000 -5,012
   BRIGHTON JONES LLC 491 - 2024-03-31 1,172 $273,000 -545
   BRYN MAWR TRUST CO/PA 325 - 2024-03-31 1,050 $245,000 -250
   AA Financial Advisors LLC 141 - 2024-03-31 1,052 $245,000 -123
   MULTIFINANCIAL SECURITIES CORP 2156 - 2024-03-31 926 $216,000 -18
   HOWE & RUSLING INC 280 - 2024-03-31 322 $75,000 -55
   BLAIR WILLIAM & CO/IL 1551 - 2024-03-31 302 $70,000 -816
   Qube Research & Technologies Ltd 3083 - 2024-03-31 152 $35,000 -567
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1475 - 2024-03-31 20 $5,000 -114

  39 Records found
  1    
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