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Get Institutions for : 
Vanguard Russell 2000 Etf (VTWO)  
$83.07 0.89 (1.08%) as of 4:30 Fri 5/24


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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   J P MORGAN CHASE & CO 822 - 2024-03-31 1,324,127 $112,630,000 -223,591
   MACQUARIE GROUP LTD 220 - 2024-03-31 1,296,628 $110,291,000 -112,868
   STIFEL FINANCIAL CORP 194 - 2024-03-31 1,110,644 $94,473,000 -498,302
   LPL FINANCIAL CORP 547 - 2024-03-31 590,705 $50,245,000 -18,884
   FRANKLIN RESOURCES INC 555 - 2024-03-31 560,503 $47,676,000 -35,762
   ENVESTNET ASSET MANAGEMENT INC 789 - 2024-03-31 439,176 $37,356,000 -44,671
   JANNEY MONTGOMERY SCOTT LLC 215 - 2024-03-31 375,522 $31,942,000 -34,065
   Lido Advisors LLC 58 - 2024-03-31 334,088 $28,418,000 -26,594
   AE Wealth Management LLC 118 - 2024-03-31 229,788 $19,546,000 -265,000
   LITMAN GREGORY ASSET MANAGEMENT LLC 15 - 2024-03-31 212,916 $18,111,000 -586
   S. R. Schill & Associates 4 - 2024-03-31 184,543 $15,697,000 -6,584
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 631 - 2024-03-31 169,416 $14,411,000 -3,869
   PARTNERS CAPITAL INVESTMENT GROUP LLP 37 - 2024-03-31 154,863 $13,173,000 -179,973
   WARREN AVERETT ASSET MANAGEMENT, LLC 66 - 2024-03-31 146,065 $12,424,000 -1,460
   Global Strategic Investment Solutions LLC 21 - 2024-03-31 140,537 $11,954,000 -39,386
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 441 - 2024-03-31 123,797 $10,530,000 -28,645
   Advisor Group Holdings Inc. 683 - 2024-03-31 118,672 $10,095,000 -9,534
   MOODY NATIONAL BANK TRUST DIVISION 11 - 2024-03-31 103,527 $8,806,000 -95
   LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 38 - 2024-03-31 100,000 $8,506,000 -10,000
   Austin Private Wealth LLC 24 - 2024-03-31 100,260 $8,342,000 -2,287
   COMERICA BANK 506 - 2024-03-31 91,373 $7,772,000 -10,575
   SigFig Wealth Management LLC 38 - 2024-03-31 89,059 $7,575,000 -35,764
   MML INVESTORS SERVICES LLC 499 - 2024-03-31 87,073 $7,406,000 -155
   Phoenix Holdings Ltd. 99 - 2024-03-31 84,335 $7,175,000 -20,005
   INDEPENDENT ORDER OF FORESTERS 3 - 2024-03-31 84,357 $7,175,000 -7,676
   Cetera Investment Advisers 234 - 2024-03-31 81,846 $6,962,000 -2,268
   NORTHERN TRUST CORP 2276 - 2024-03-31 81,336 $6,918,000 -19,057
   NUVEEN ASSET MANAGEMENT, LLC 1793 - 2024-03-31 79,030 $6,722,000 -2,560
   First Citizens Asset Management Inc. 10 - 2024-03-31 76,664 $6,521,000 -61,158
   Pegasus Partners Ltd. 26 - 2024-03-31 71,994 $6,124,000 -8,625
   FIRST WESTERN TRUST BANK 35 - 2024-03-31 70,454 $5,993,000 -2,900
   THRIVENT FINANCIAL FOR LUTHERANS 774 - 2024-03-31 68,195 $5,800,000 -29,954
   H D Vest Advisory Services 326 - 2024-03-31 52,934 $4,503,000 -28,343
   Allegiance Financial Group Advisory Services LLC 17 - 2024-03-31 48,188 $4,099,000 -35
   BROWN ADVISORY HOLDINGS INC 524 - 2024-03-31 47,050 $4,002,000 -71,542
   HERBST GROUP LLC 13 - 2024-03-31 45,515 $3,872,000 -3,800
   EisnerAmper Wealth Management Corporate Benefits L 20 - 2023-12-31 47,264 $3,833,000 -2,100
   COLDSTREAM CAPITAL MANAGEMENT INC 124 - 2024-03-31 44,095 $3,751,000 -807
   Vista Wealth Management Group LLC 39 - 2024-03-31 40,866 $3,476,000 -899
   Simplicity WealthLLC 251 - 2024-03-31 38,646 $3,287,000 -3,725
   GTS SECURITIES LLC 237 - 2024-03-31 38,446 $3,272,000 -186,532
   Heritage Investment Group Inc. 19 - 2024-03-31 36,113 $3,072,000 -572
   HALBERT, HARGROVE/RUSSELL LLC 27 - 2024-03-31 36,065 $3,068,000 -3,049
   COUNTRY CLUB BANK /GFN 113 - 2024-03-31 34,652 $2,947,000 -9,667
   Koshinski Asset Management Inc. 78 - 2024-03-31 33,187 $2,823,000 -20,214
   Wealth Dimensions Group Ltd. 20 - 2024-03-31 31,085 $2,644,000 -178
   CI Private Wealth LLC 907 - 2024-03-31 31,040 $2,623,000 -3,050
   Curtis Advisory Group LLC 25 - 2024-03-31 30,467 $2,592,000 -66
   COMERICA SECURITIESINC. 111 - 2023-09-30 34,950 $2,497,000 -335
   MERCER GLOBAL ADVISORS INC /ADV 675 - 2024-03-31 28,338 $2,410,000 -196
   PRINCIPAL FINANCIAL GROUP INC 1753 - 2024-03-31 27,291 $2,321,000 -724
   FIRST HAWAIIAN BANK 214 - 2024-03-31 26,999 $2,297,000 -28
   Beacon Bridge Wealth Partners LLC 28 - 2024-03-31 26,250 $2,233,000 -6,468
   BLAIR WILLIAM & CO/IL 669 - 2024-03-31 24,159 $2,055,000 -40,328
   Kovitz Investment Group Partners LLC 310 - 2024-03-31 20,591 $1,752,000 -14,822
   RAYMOND JAMES TRUST CO 352 - 2024-03-31 19,326 $1,644,000 -2,652
   OLD NATIONAL BANCORP /IN/ 239 - 2024-03-31 19,096 $1,624,000 -25,726
   FIRST MANHATTAN CO 321 - 2024-03-31 18,706 $1,591,000 -2,558
   NATIONAL ASSET MANAGEMENT, INC. 423 - 2024-03-31 20,542 $1,468,000 -9,028
   FINEMARK NATIONAL BANK & TRUST 173 - 2024-03-31 16,831 $1,432,000 -207
   GIRARD PARTNERS LTD. 124 - 2024-03-31 16,116 $1,371,000 -60,737
   CAPTRUST FINANCIAL ADVISORS 967 - 2024-03-31 16,047 $1,365,000 -20,450
   InterOcean Capital Group LLC 186 - 2024-03-31 14,216 $1,209,000 -7
   Wealth CMT 9 - 2023-06-30 15,541 $1,175,000 -65
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 66 - 2024-03-31 12,904 $1,098,000 -396
   BIDWELL C M & ASSOCIATES LTD/ 37 - 2024-03-31 10,818 $920,000 -81
   Y.D. More Investments Ltd 91 - 2024-03-31 10,420 $886,000 -17,755
   FULTON BREAKEFIELD BROENNIMAN LLC 91 - 2024-03-31 8,884 $756,000 -11,882
   Stordahl Capital Management Inc. 32 - 2024-03-31 8,533 $726,000 -200
   INSIGNEO ADVISORY SERVICES LLC 199 - 2024-03-31 8,536 $726,000 -645
   Coombe Bender & Co LLC 46 - 2024-03-31 8,128 $691,000 -680
   Cordatus Wealth Management LLC 36 - 2024-03-31 7,513 $639,000 -353
   Parallel Advisors LLC 485 - 2024-03-31 6,814 $580,000 -5
   Rehmann Capital Advisory Group 294 - 2024-03-31 6,716 $571,000 -336
   Global Wealth Management Investment Advisory Inc. 106 - 2024-03-31 6,650 $566,000 -828
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 452 - 2024-03-31 6,074 $517,000 -123
   Sage Mountain Advisors LLC 159 - 2024-03-31 5,985 $509,000 -319
   Stratos Wealth Partners LTD. 871 - 2024-03-31 5,985 $509,000 -532
   BLUE CREEK INVESTMENT PARTNERS LLC 201 - 2024-03-31 5,826 $496,000 -202
   Braun-Bostich & Associates Inc. 64 - 2024-03-31 5,799 $493,000 -193
   Stratos Wealth Advisors LLC 468 - 2024-03-31 5,542 $471,000 -33,129
   TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC 114 - 2024-03-31 5,424 $461,000 -440
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 783 - 2024-03-31 5,374 $457,000 -1,484
   Relative Value Partners Group LLC 202 - 2024-03-31 5,734 $447,000 -800
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 125 - 2024-03-31 4,987 $424,000 -92
   Perigon Wealth Management LLC 582 - 2024-03-31 4,909 $418,000 -2,690
   GEM Asset Management LLC 49 - 2024-03-31 5,232 $408,000 -1,015
   US BANCORP 1621 - 2024-03-31 4,710 $401,000 -1,747
   DARK FOREST CAPITAL MANAGEMENT LP 365 - 2024-03-31 4,712 $401,000 -521
   Financial Advisors Network Inc. 107 - 2023-12-31 4,850 $393,000 -122
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 1044 - 2024-03-31 4,300 $366,000 -1,000
   ARTHUR M. COHEN & ASSOCIATES LLC 97 - 2024-03-31 4,260 $362,000 -1,167
   Main Street Group LTD 58 - 2024-03-31 4,272 $361,000 -6,728
   Arcadia Wealth Management LLC 44 - 2024-03-31 4,235 $360,000 -117
   HFG Advisors Inc. 68 - 2024-03-31 4,083 $347,000 -102
   SIGNATURE SECURITIES GROUP CORPORATION 152 - 2024-03-31 3,963 $337,000 -104
   Cribstone Capital Management LLC 88 - 2022-12-31 4,757 $335,000 -432
   ZRC WEALTH MANAGEMENT LLC 85 - 2024-03-31 3,791 $322,000 -18,174
   Resources Investment Advisors Inc. 897 - 2024-03-31 3,634 $309,000 -10,042
   Olistico Wealth LLC 83 - 2024-03-31 3,615 $307,000 -106
  100 Records found
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