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Get Institutions for : 
Vanguard Russell 1000 Etf (VONE)  
$228.26 3.76 (1.62%) as of 4:30 Tue 4/30


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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  : 
25.67 (12.67%)  




 
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
   FMR LLC 667 - 2023-12-31 1,134,151 $246,043,000 -51,574
   RED CEDAR INVESTMENT MANAGEMENT LLC 1 - 2024-03-31 739,201 $176,166,000 5,992
   AMERIPRISE FINANCIAL INC 368 - 2023-12-31 762,971 $165,516,000 -6,245
   UBS Group AG 335 - 2023-12-31 629,237 $136,507,000 51,770
   BANK OF AMERICA CORP /DE/ 755 - 2023-12-31 563,604 $122,268,000 253,642
   DAIDO LIFE INSURANCE CO 4 - 2023-12-31 483,982 $104,995,000 0
   MORGAN STANLEY 1135 - 2023-12-31 469,827 $101,925,000 72,806
   Austin Private Wealth LLC 2 - 2024-03-31 330,064 $78,034,000 -19,676
   HPM Partners LLC - 2023-12-31 312,346 $67,761,000 6,410
   GOLDMAN SACHS GROUP INC/ 846 - 2023-12-31 298,934 $64,851,000 52,943
   WARREN AVERETT ASSET MANAGEMENT, LLC 9 - 2023-12-31 282,429 $61,270,000 -273
   PRIVATE CAPITAL MANAGEMENT LLC 1 - 2024-03-31 239,594 $57,100,000 -2,478
   BANK OF NEW YORK MELLON CORP 1012 - 2024-03-31 219,307 $52,265,000 5,897
   STIFEL FINANCIAL CORP 285 - 2023-12-31 231,041 $50,125,000 43,513
   Flower City Capital 1 - 2024-03-31 193,243 $46,054,000 20,472
   Hilltop Partners LLC 1 - 2023-12-31 211,402 $45,862,000 66,468
   Sherrill & Hutchins Financial Advisory Inc 1 - 2024-03-31 183,903 $43,828,000 -3,882
   ENVESTNET ASSET MANAGEMENT INC 672 - 2023-12-31 198,193 $42,996,000 -19,734
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 291 - 2024-03-31 177,091 $42,204,000 55,879
   RAYMOND JAMES & ASSOCIATES 488 - 2024-03-31 162,362 $38,694,000 -8,341
   WELLS FARGO & CO/MN 839 - 2023-12-31 153,724 $33,349,000 -8,316
   Heartwood Wealth Advisors LLC 8 *New 2024-03-31 128,065 $30,520,000 128,065
   Beacon Pointe Advisors LLC 56 - 2023-12-31 136,669 $29,649,000 -2,735
   LPL FINANCIAL CORP 744 - 2023-12-31 123,170 $26,720,000 -491
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 271 - 2024-03-31 110,296 $26,286,000 -1,463
   MCCORMACK ADVISORS INTERNATIONAL 65 - 2023-12-31 116,361 $25,243,000 1,452
   HIRTLE CALLAGHAN & CO INC 17 - 2023-12-31 109,043 $23,656,000 8,333
   Atria Wealth Solutions Inc. 70 - 2023-12-31 105,909 $22,976,000 -5,154
   EVOKE WEALTH LLC 31 - 2023-12-31 104,423 $22,654,000 0
   MERCER GLOBAL ADVISORS INC /ADV 186 - 2023-12-31 96,731 $20,985,000 -14,755
   SigFig Wealth Management LLC 22 - 2023-12-31 92,789 $20,130,000 -33,611
   HIGHTOWER ADVISORS, LLC 488 - 2023-12-31 84,287 $18,287,000 1,419
   Strategic Financial Group LLC - 2023-12-31 71,523 $15,516,000 -36
   LITMAN GREGORY ASSET MANAGEMENT LLC 16 - 2023-12-31 70,976 $15,398,000 -499
   KEYBANK NATIONAL ASSOCIATION/OH 187 - 2023-12-31 70,216 $15,233,000 -15,064
   Stegner Investment Associates Inc. 3 - 2024-03-31 62,283 $14,843,000 207
   OLD NATIONAL BANCORP /IN/ 70 *New 2024-03-31 60,948 $14,525,000 60,948
   Pathstone Holdings LLC 190 - 2023-12-31 66,535 $14,434,000 0
   OPUS CAPITAL GROUP LLC 15 - 2024-03-31 58,588 $13,963,000 -4,076
   Arbor Investment Advisors LLC 12 - 2024-03-31 56,165 $13,385,000 3,450
   CBIZ Investment Advisory Services LLC 14 - 2023-12-31 62,719 $13,136,000 -3,548
   PATHSTONE FAMILY OFFICE, LLC 138 - 2023-09-30 66,823 $13,008,000 60,845
   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 - 2023-12-31 44,652 $9,687,000 -3,285
   MML INVESTORS SERVICES LLC 386 - 2023-12-31 43,816 $9,505,000 -3,068
   Global Retirement Partners LLC 60 - 2024-03-31 39,744 $9,472,000 3,796
   SAWGRASS ASSET MANAGEMENT LLC 43 - 2023-12-31 40,488 $8,783,000 3,388
   COLDSTREAM CAPITAL MANAGEMENT INC 58 - 2023-12-31 39,187 $8,501,000 3,021
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 424 - 2023-12-31 38,682 $8,392,000 3,555
   Thrive Wealth Management LLC 8 - 2024-03-31 34,091 $8,125,000 -2,660
   COZAD ASSET MANAGEMENT INC 27 - 2023-12-31 35,549 $7,712,000 -262
   NORTHERN TRUST CORP 2269 - 2023-12-31 33,795 $7,331,000 -1,506
   FOUNDERS CAPITAL MANAGEMENT LLC 21 - 2024-03-31 30,204 $7,198,000 0
   VANGUARD GROUP INC 3131 - 2023-12-31 33,159 $7,193,000 20,000
   Hartland & Co. LLC 52 - 2023-12-31 33,055 $7,171,000 0
   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
   PARKSIDE FINANCIAL BANK & TRUST 16 - 2023-12-31 30,534 $6,624,000 4,814
   CREATIVE PLANNING 496 - 2023-12-31 30,032 $6,515,000 92
   CHERRYDALE WEALTH MANAGEMENT LLC 8 - 2024-03-31 27,116 $6,462,000 10,810
   FINANCIAL NETWORK 467 - 2023-12-31 29,686 $6,440,000 -1,774
   COMERICA BANK 560 - 2023-12-31 29,529 $6,406,000 77
   Aaron Wealth Advisors 18 - 2024-03-31 25,227 $6,012,000 1,487
   MARINER WEALTH ADVISORS, LLC 625 - 2023-12-31 27,689 $6,007,000 -2,252
   ROYAL BANK OF CANADA 1783 - 2023-12-31 27,259 $5,913,000 1,327
   H D Vest Advisory Services 278 - 2023-12-31 23,697 $5,141,000 -847
   COMMONWEALTH EQUITY SERVICES LLC. 1069 - 2023-12-31 23,246 $5,043,000 5,954
   J P MORGAN CHASE & CO 2469 - 2023-12-31 22,022 $4,778,000 8,220
   Stratos Wealth Advisors LLC 87 - 2024-03-31 19,902 $4,743,000 21
   FIRST MANHATTAN CO 219 - 2023-12-31 21,606 $4,687,000 1,161
   RSM US WEALTH MANAGEMENT LLC 108 - 2023-12-31 21,471 $4,658,000 6,598
   LPWM LLC 13 - 2024-03-31 19,638 $4,597,000 774
   M&T BANK CORP 432 - 2023-12-31 20,961 $4,547,000 226
   MULTIFINANCIAL SECURITIES CORP 303 - 2023-12-31 20,914 $4,537,000 17,066
   Waypoint Capital Advisors LLC - 2023-12-31 20,535 $4,455,000 -1,911
   Vigilare Wealth Management 8 - 2024-03-31 18,634 $4,441,000 -13,664
   Capstone Financial Advisors Inc. 26 - 2023-12-31 20,426 $4,431,000 -662
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 37 - 2023-12-31 20,387 $4,423,000 0
   ALESCO ADVISORS LLC 40 - 2023-12-31 20,355 $4,416,000 0
   Nova R Wealth Inc. 14 - 2024-03-31 18,446 $4,396,000 1,114
   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
   CITADEL ADVISORS LLC 1707 *New 2023-12-31 18,885 $4,097,000 18,885
   FOSTER & MOTLEY INC 101 - 2024-03-31 17,185 $4,096,000 -100
   REGIONS FINANCIAL CORP 262 - 2024-03-31 16,698 $3,979,000 2,861
   AE Wealth Management LLC 682 - 2023-12-31 16,780 $3,724,000 684
   Zhang Financial LLC 51 - 2024-03-31 15,467 $3,686,000 2,351
   US FINANCIAL ADVISORS LLC 22 - 2023-12-31 16,920 $3,671,000 -59
   Hapanowicz & Associates Financial Services Inc 8 - 2023-12-31 16,796 $3,644,000 -22
   CAPTRUST FINANCIAL ADVISORS 713 - 2023-12-31 14,947 $3,243,000 -410
   Baird Financial Group Inc. 795 - 2023-12-31 14,916 $3,236,000 13,414
   Envestnet Portfolio Solutions Inc. 470 - 2023-12-31 14,241 $3,089,000 96
   Brown Financial Advisory 7 - 2024-03-31 12,597 $3,002,000 -495
   M HOLDINGS SECURITIES, INC. 60 *New 2023-12-31 13,344 $2,895,000 13,344
   SAVANT CAPITAL MANAGEMENT INC 238 - 2023-12-31 12,659 $2,746,000 -1,443
   SAPIENT CAPITAL LLC 123 - 2024-03-31 11,306 $2,694,000 0
   Topel & Distasi Wealth Management LLC 27 - 2023-12-31 12,409 $2,692,000 0
   VCI Wealth Management LLC 15 - 2023-12-31 12,284 $2,665,000 0
   Anson Capital Inc. 5 - 2023-12-31 11,857 $2,572,000 1,658
  100 Records found
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