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Get Institutions for : 
Vangard Russell 2000 Growth (VTWG)  
$191.89 0.83 (0.43%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 138    2
Total shares held : 
 2,319,129  
% of shares held : 
 2.58%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   27  
Amount of shares held : 
 -344,362  
% of shares held change : 
   -0.38%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $161.13  
Last Quarter's Ending Price : 
 $183.55  
Last Quarter's Average Price : 
 $164.01  
Change from last quarter's     
avg. price to the last closing  : 
27.88 (17%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 46,206
 1.99%
 
Increased Positions :
59
 308,285
 13.29%
 
Unchanged Positions :
32
 42,939
 1.85%
 
Decreased Positions :
34
-679,165
-29.29%
 
Closed Positions :
11
-19,688
-0.85%
 
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
   WESTWOOD HOLDINGS GROUP INC 71 - 2024-03-31 350,763 $69,135,000 12,196
   BANK OF AMERICA CORP /DE/ 1229 - 2024-03-31 283,432 $55,864,000 -10,670
   Crestone Asset Management LLC 4 - 2024-03-31 170,106 $33,528,000 4,816
   Cetera Investment Advisers 313 - 2024-03-31 130,023 $25,628,000 17,704
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 196 - 2024-03-31 119,538 $23,561,000 10,337
   MULTIFINANCIAL SECURITIES CORP 110 - 2024-03-31 117,459 $23,151,000 114,884
   MORGAN STANLEY 2848 - 2024-03-31 86,264 $17,003,000 -38,664
   AMERIPRISE FINANCIAL INC 1630 - 2024-03-31 59,339 $11,697,000 -16,518
   Congress Wealth Management LLC / DE / 158 - 2024-03-31 56,141 $11,065,000 136
   SILVERCREST ASSET MANAGEMENT GROUP LLC 249 - 2024-03-31 54,522 $10,746,000 -386
   LPL FINANCIAL CORP 1287 - 2024-03-31 54,200 $10,683,000 -853
   Advisor Group Holdings Inc. 705 - 2024-03-31 49,387 $9,741,000 -7,129
   Virtue Capital Management LLC 13 - 2024-03-31 48,837 $9,143,000 -708
   WELLS FARGO & CO/MN 1672 - 2024-03-31 41,139 $8,109,000 -11,080
   HIGHTOWER ADVISORS, LLC 779 - 2024-03-31 39,581 $7,801,000 -6,142
   Taddei Ludwig & Associates Inc. 11 - 2024-03-31 38,698 $7,627,000 1,117
   ENVESTNET ASSET MANAGEMENT INC 1699 - 2024-03-31 38,264 $7,542,000 -63
   Rockefeller Capital Management L.P. 578 - 2024-03-31 36,939 $7,281,000 -333
   Kestra Advisory Services LLC 436 - 2024-03-31 32,949 $6,494,000 2,671
   UBS Group AG 1976 - 2024-03-31 31,960 $6,299,000 2,127
   RIVERSEDGE ADVISORS LLC 19 - 2024-03-31 26,933 $5,309,000 158
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1216 - 2024-03-31 21,656 $4,268,000 -462
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 852 - 2024-03-31 20,913 $4,122,000 559
   ROYAL BANK OF CANADA 2209 - 2024-03-31 16,095 $3,172,000 128
   Fifth Third Securities Inc. 83 - 2024-03-31 15,813 $3,117,000 -316
   CWM LLC 530 - 2024-03-31 14,858 $2,929,000 41
   BB&T CORP 1107 - 2024-03-31 14,518 $2,861,000 -149
   TD Waterhouse Canada Inc. 346 *New 2024-03-31 14,744 $2,839,000 14,744
   IVC Wealth Advisors LLC 12 - 2024-03-31 13,725 $2,705,000 788
   DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 89 - 2024-03-31 13,600 $2,681,000 -1,665
   Adviser Investments LLC 205 - 2024-03-31 13,440 $2,649,000 -132
   RAYMOND JAMES & ASSOCIATES 2009 - 2024-03-31 12,710 $2,505,000 -247
   SAVANT CAPITAL MANAGEMENT INC 315 - 2024-03-31 12,280 $2,420,000 -400
   Allegheny Financial Group LTD 21 - 2024-03-31 12,074 $2,380,000 -3,512
   Relaxing Retirement Coach 20 - 2023-06-30 13,305 $2,348,000 -127
   FINANCIAL NETWORK 946 - 2024-03-31 11,692 $2,304,000 862
   J P MORGAN CHASE & CO 2930 - 2024-03-31 10,988 $2,166,000 714
   COMMONWEALTH EQUITY SERVICES LLC. 1722 - 2024-03-31 10,861 $2,141,000 299
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1697 - 2024-03-31 10,654 $2,100,000 10,654
   ZIEGLER CAPITAL MANAGEMENT LLC 214 - 2024-03-31 10,118 $1,994,000 0
   AdvisorNet Financial Inc 134 - 2024-03-31 9,370 $1,847,000 1,149
   BRAGG FINANCIAL ADVISORS INC 172 - 2024-03-31 9,355 $1,844,000 327
   Equitable Holdings Inc. 495 - 2024-03-31 8,493 $1,674,000 -302
   CREATIVE PLANNING 1053 - 2024-03-31 8,321 $1,640,000 345
   COMMERCE BANK N A/MO 513 - 2024-03-31 8,275 $1,631,000 -190
   Gladstone Institutional Advisory LLC 245 - 2024-03-31 8,117 $1,600,000 -3,535
   GOLDMAN SACHS GROUP INC/ 3297 - 2024-03-31 8,038 $1,584,000 0
   AMERIVEST INVESTMENT MANAGEMENT LLC 100 - 2023-06-30 8,483 $1,497,000 -1,244
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 858 - 2023-09-30 8,721 $1,422,000 14
   OPPENHEIMER ASSET MANAGEMENT INC 607 - 2024-03-31 6,798 $1,340,000 -530
   Concurrent Investment Advisors LLC 333 *New 2024-03-31 6,424 $1,266,000 6,424
   JANNEY MONTGOMERY SCOTT LLC 1390 - 2024-03-31 6,330 $1,248,000 -254
   BROWN ADVISORY HOLDINGS INC 742 - 2024-03-31 5,971 $1,177,000 -2,321
   FLOW TRADERS U.S. LLC 293 *New 2024-03-31 5,453 $1,075,000 5,453
   Stratos Wealth Partners LTD. 653 - 2024-03-31 4,836 $953,000 -4
   STIFEL FINANCIAL CORP 2235 - 2024-03-31 4,593 $905,000 401
   LBJ Family Wealth Advisors Ltd. 18 - 2024-03-31 4,565 $900,000 124
   FourThought Financial Partners LLC 148 - 2024-03-31 4,412 $870,000 -612
   PARKSIDE FINANCIAL BANK & TRUST 122 - 2024-03-31 4,410 $869,000 336
   Private Advisor Group LLC 1222 - 2024-03-31 4,378 $863,000 2
   MONTICELLO WEALTH MANAGEMENT LLC 115 - 2024-03-31 4,302 $848,000 -1,197
   RDL FINANCIAL INC 70 - 2024-03-31 4,656 $822,000 0
   MATHER GROUP, INC. 257 - 2024-03-31 4,326 $794,000 0
   COMERICA BANK 1677 - 2024-03-31 3,871 $763,000 -1,090
   Grey Fox Wealth Advisors LLC 44 - 2024-03-31 3,840 $757,000 3
   EQIS CAPITAL MANAGEMENT, INC. 325 - 2024-03-31 3,821 $753,000 40
   CAROLINAS WEALTH CONSULTING LLC 73 - 2024-03-31 3,785 $746,000 -157
   PRUDENTIAL FINANCIAL INC 2034 - 2024-03-31 3,404 $671,000 -557
   OPPENHEIMER & CO INC 899 - 2024-03-31 3,324 $655,000 65
   Waldron LP 204 - 2024-03-31 3,315 $653,000 -1,593
   HC Advisors LLC 51 - 2024-03-31 3,273 $645,000 75
   RMB CAPITAL MANAGEMENT LLC 419 - 2024-03-31 2,921 $576,000 0
   Goss Wealth Management LLC 1276 - 2024-03-31 2,809 $554,000 1,609
   Envestnet Portfolio Solutions Inc. 1093 - 2024-03-31 2,731 $538,000 -120
   First Citizens Asset Management Inc. 25 - 2024-03-31 2,720 $536,000 -131
   Chicago Partners Investment Group LLC 426 - 2024-03-31 2,888 $530,000 80
   MidWestOne Financial Group Inc. 210 *New 2024-03-31 2,550 $503,000 2,550
   COMERICA SECURITIESINC. 285 - 2023-09-30 2,840 $463,000 0
   HIRTLE CALLAGHAN & CO INC 57 - 2024-03-31 2,324 $458,000 224
   MML INVESTORS SERVICES LLC 1844 - 2024-03-31 2,295 $452,000 -310
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1289 - 2024-03-31 2,174 $428,000 -29
   ROFFMAN MILLER ASSOCIATES INC /PA/ 75 - 2024-03-31 2,141 $422,000 -85
   CAPTRUST FINANCIAL ADVISORS 1571 - 2024-03-31 2,123 $418,000 -1,086
   VANCE WEALTH INC. 59 - 2024-03-31 2,092 $412,000 -118
   FF AdvisorsLLC 59 - 2024-03-31 2,065 $407,000 0
   COLONY GROUP LLC 586 - 2023-09-30 2,465 $402,000 5
   MODERA WEALTH MANAGEMENT, LLC 428 - 2024-03-31 2,004 $395,000 3
   Compass Ion Advisors LLC 166 - 2024-03-31 1,788 $352,000 0
   Kuhn & Co Investment Counsel 99 - 2024-03-31 1,683 $332,000 2
   PROFESSIONAL ADVISORY SERVICES INC 62 - 2024-03-31 1,675 $330,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1854 - 2024-03-31 1,637 $323,000 266
   MONETA GROUP INVESTMENT ADVISORS INC 432 - 2023-12-31 1,739 $319,000 1
   Embree Financial Group 150 *New 2024-03-31 1,538 $303,000 1,538
   SageView Advisory Group LLC 414 *New 2024-03-31 6,547 $299,000 6,547
   BANK OF NEW YORK MELLON CORP 3684 - 2024-03-31 1,441 $284,000 -2
   Hyperion Partners LLC 49 - 2024-03-31 1,413 $279,000 2
   Kiely Wealth Advisory Group Inc. 32 - 2024-03-31 1,496 $278,000 -259
   Cornerstone Wealth Management LLC 452 - 2024-03-31 1,356 $267,000 124
   SUTTON PLACE INVESTORS LLC 130 - 2024-03-31 1,300 $256,000 0
   High Net Worth Advisory Group LLC 179 - 2024-03-31 1,300 $256,000 0
  100 Records found
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