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Get Institutions for : 
Vanguard Russell 2000 Value Etf (VTWV)  
$131.34 2.23 (1.67%) as of 4:30 Fri 6/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 145    0
Total shares held : 
 2,629,584  
% of shares held : 
 67.43%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 43,501  
% of shares held change : 
   1.12%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $135.96  
Last Quarter's Ending Price : 
 $139.82  
Last Quarter's Average Price : 
 $133.13  
Change from last quarter's     
avg. price to the last closing  : 
1.79 (1.34%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 62,950
 2.39%
 
Increased Positions :
46
 183,347
 6.97%
 
Unchanged Positions :
45
 169,035
 6.43%
 
Decreased Positions :
44
-169,498
-6.45%
 
Closed Positions :
10
-33,298
-1.27%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 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/ 1119 - 2024-03-31 480,473 $67,180,000 -1,634
   MORGAN STANLEY 1969 - 2024-03-31 282,087 $39,441,000 -34,624
   AMERIPRISE FINANCIAL INC 1272 - 2024-03-31 147,231 $20,585,000 -21,130
   BRAGG FINANCIAL ADVISORS INC 78 - 2024-03-31 88,813 $12,418,000 -471
   Virtue Capital Management LLC 14 - 2024-03-31 61,987 $8,254,000 -25,176
   J P MORGAN CHASE & CO 2196 - 2024-03-31 56,302 $7,872,000 -9,844
   SAVANT CAPITAL MANAGEMENT INC 148 - 2024-03-31 53,321 $7,455,000 -248
   UBS Group AG 2072 - 2024-03-31 40,426 $5,652,000 -1,600
   GOLDMAN SACHS GROUP INC/ 2503 - 2024-03-31 38,032 $5,318,000 -924
   RED CEDAR INVESTMENT MANAGEMENT LLC 22 - 2024-03-31 37,624 $5,261,000 -651
   Kestra Advisory Services LLC 527 - 2024-03-31 35,240 $4,927,000 -344
   HIGHTOWER ADVISORS, LLC 1109 - 2024-03-31 25,212 $3,524,000 -2,447
   WELLS FARGO & CO/MN 2222 - 2024-03-31 23,902 $3,342,000 -10,164
   BARTLETT & CO. WEALTH MANAGEMENT LLC 162 - 2024-03-31 21,655 $3,028,000 -550
   Rodgers & Associates LTD 39 - 2024-03-31 17,786 $2,487,000 -60
   Relaxing Retirement Coach 22 - 2023-06-30 18,679 $2,310,000 -287
   Wealth Dimensions Group Ltd. 32 - 2024-03-31 14,365 $2,008,000 -132
   SILVERCREST ASSET MANAGEMENT GROUP LLC 519 - 2024-03-31 13,338 $1,865,000 -8,361
   Baird Financial Group Inc. 982 - 2024-03-31 13,138 $1,837,000 -772
   Fifth Third Securities Inc. 126 - 2024-03-31 11,395 $1,593,000 -102
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 111 - 2024-03-31 10,956 $1,532,000 -5
   ROYAL BANK OF CANADA 2767 - 2024-03-31 9,639 $1,348,000 -8,767
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1568 - 2024-03-31 8,973 $1,255,000 -237
   COMMERCE BANK N A/MO 575 - 2024-03-31 8,840 $1,236,000 -1,520
   IVC Wealth Advisors LLC 35 - 2024-03-31 8,713 $1,218,000 -292
   Plancorp LLC 113 - 2024-03-31 8,251 $1,154,000 -197
   MONTICELLO WEALTH MANAGEMENT LLC 104 - 2024-03-31 7,501 $1,049,000 -2,517
   Miracle Mile Advisors LLC 272 - 2024-03-31 7,195 $1,006,000 -1,625
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2632 - 2024-03-31 6,742 $943,000 -27,017
   FourThought Financial Partners LLC 145 - 2024-03-31 6,337 $886,000 -90
   EQIS CAPITAL MANAGEMENT, INC. 289 - 2024-03-31 6,090 $852,000 -87
   Envestnet Portfolio Solutions Inc. 960 - 2024-03-31 5,298 $741,000 -8,847
   Advisor Group Holdings Inc. 2631 - 2024-03-31 5,095 $713,000 -1,590
   CI Private Wealth LLC 1490 - 2024-03-31 4,673 $653,000 -2,757
   JANNEY MONTGOMERY SCOTT LLC 1781 - 2024-03-31 4,572 $639,000 -606
   Atria Wealth Solutions Inc. 1185 - 2024-03-31 4,138 $579,000 -1,325
   Allegheny Financial Group LTD 117 - 2024-03-31 3,693 $516,000 -1,414
   MARINER WEALTH ADVISORS, LLC 2089 - 2024-03-31 3,278 $458,000 -144
   MML INVESTORS SERVICES LLC 1903 - 2024-03-31 2,939 $411,000 -196
   Stordahl Capital Management Inc. 39 - 2024-03-31 2,936 $411,000 -52
   Kiely Wealth Advisory Group Inc. 24 - 2024-03-31 2,801 $375,000 -1,825
   Beacon Pointe Advisors LLC 1022 - 2024-03-31 2,577 $360,000 -10
   Lido Advisors LLC 901 - 2024-03-31 2,536 $355,000 -537
   Cornerstone Wealth Management LLC 411 - 2024-03-31 2,427 $339,000 -377
   COMERICA BANK 2066 - 2024-03-31 2,380 $333,000 -6
   MONETA GROUP INVESTMENT ADVISORS INC 425 - 2023-12-31 2,425 $331,000 -229
   PRUDENTIAL FINANCIAL INC 2319 - 2024-03-31 2,237 $313,000 -35
   H D Vest Advisory Services 1322 - 2024-03-31 2,026 $283,000 -165
   TRUE Private Wealth Advisors 265 - 2024-03-31 1,575 $220,000 -75
   NATIONAL BANK OF CANADA /FI/ 1382 - 2024-03-31 700 $96,000 -15
   PNC FINANCIAL SERVICES GROUP INC 3840 - 2024-03-31 42 $6,000 -5
  51 Records found
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