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Get Institutions for : 
Vanguard Russell 1000 Etf (VONE)  
$241.42 0.46 (0.19%) as of 4:30 Tue 5/21


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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  : 
38.83 (19.17%)  




 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   SAWGRASS ASSET MANAGEMENT LLC 36 - 2024-03-31 40,488 $9,649,000 0
   NORTHERN TRUST CORP 2179 - 2024-03-31 33,795 $8,054,000 0
   FOUNDERS CAPITAL MANAGEMENT LLC 21 - 2024-03-31 30,204 $7,198,000 0
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 32 - 2024-03-31 20,387 $4,859,000 0
   Baird Financial Group Inc. 777 - 2024-03-31 14,916 $3,555,000 0
   Topel & Distasi Wealth Management LLC 26 - 2024-03-31 12,409 $2,957,000 0
   SAPIENT CAPITAL LLC 123 - 2024-03-31 11,306 $2,694,000 0
   Parallel Advisors LLC 208 - 2024-03-31 9,635 $2,296,000 0
   BECKER CAPITAL MANAGEMENT INC 126 - 2024-03-31 9,405 $2,241,000 0
   Relative Value Partners Group LLC 113 - 2024-03-31 7,731 $1,699,000 0
   GLENMEDE TRUST CO NA 609 - 2024-03-31 6,880 $1,640,000 0
   AJ WEALTH STRATEGIES LLC 108 - 2023-06-30 7,319 $1,475,000 0
   Sawtooth Asset Management Inc. 369 - 2023-12-31 6,467 $1,403,000 0
   RESOURCE CONSULTING GROUP INC 24 - 2023-12-31 6,404 $1,389,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 44 - 2024-03-31 5,355 $1,276,000 0
   Mutual Advisors LLC 427 - 2024-03-31 4,953 $1,180,000 0
   Abacus Planning Group Inc. 66 - 2024-03-31 4,535 $1,081,000 0
   AMERICAN INVESTMENT SERVICES INC. 78 - 2024-03-31 4,246 $1,012,000 0
   Compass Financial Group INC/SD 33 - 2024-03-31 4,069 $970,000 0
   Clarius Group LLC 133 - 2024-03-31 3,741 $892,000 0
   GOLDEN ROAD ADVISORS LLC 15 - 2024-03-31 3,520 $839,000 0
   Crane Advisory LLC 20 - 2024-03-31 3,529 $824,000 0
   Compass Wealth Management LLC 99 - 2024-03-31 3,125 $745,000 0
   Twin Peaks Wealth Advisors LLC 57 - 2024-03-31 2,765 $659,000 0
   TIAA FSB 391 - 2023-06-30 3,011 $607,000 0
   Ronald Blue Trust Inc. 250 - 2024-03-31 2,508 $598,000 0
   Lehman & Derafelo Financial Resources LLC 59 - 2022-12-31 3,230 $563,000 0
   CI Private Wealth LLC 1574 - 2024-03-31 2,333 $556,000 0
   HBK SORCE ADVISORY LLC 315 - 2024-03-31 2,294 $547,000 0
   TLWM 64 - 2024-03-31 1,920 $458,000 0
   RETIREMENT PLANNING GROUP 145 - 2024-03-31 1,910 $455,000 0
   Glassman Wealth Services 36 - 2024-03-31 1,813 $432,000 0
   JFS WEALTH ADVISORS, LLC 174 - 2024-03-31 1,627 $388,000 0
   CITIGROUP INC 2863 - 2024-03-31 1,613 $384,000 0
   FIFTH THIRD BANCORP 831 - 2024-03-31 1,600 $381,000 0
   Coury Firm Asset Management LLC 21 - 2023-09-30 1,918 $373,000 0
   PROVENCE WEALTH MANAGEMENT GROUP 106 - 2023-12-31 1,684 $365,000 0
   Mill Creek Capital Advisors LLC 174 - 2024-03-31 1,533 $365,000 0
   Hardy Reed LLC 81 - 2024-03-31 1,495 $356,000 0
   AA Financial Advisors LLC 113 - 2024-03-31 1,386 $330,000 0
   Green Harvest Asset Management LLC 160 - 2024-03-31 1,384 $330,000 0
   Tranquility Partners LLC 165 - 2024-03-31 1,340 $319,000 0
   Lido Advisors LLC 979 - 2024-03-31 1,246 $297,000 0
   EP WEALTH ADVISORS, INC. 642 - 2024-03-31 1,188 $283,000 0
   Kingsview Wealth Management LLC 845 - 2024-03-31 1,153 $275,000 0
   Cyndeo Wealth Partners LLC 338 - 2024-03-31 1,087 $259,000 0
   Aurum Wealth Management Group LLC 304 - 2024-03-31 1,049 $250,000 0
   CAROLINAS WEALTH CONSULTING LLC 151 - 2024-03-31 1,044 $249,000 0
   NARWHAL CAPITAL MANAGEMENT 148 - 2024-03-31 1,011 $241,000 0
   HERITAGE WEALTH MANAGEMENT LLC 152 - 2024-03-31 1,002 $239,000 0
   AQR CAPITAL MANAGEMENT LLC 2209 - 2024-03-31 980 $234,000 0
   AFFINIA FINANCIAL GROUP LLC 31 - 2023-06-30 1,140 $234,000 0
   Financial Insights Inc. 154 - 2024-03-31 956 $228,000 0
   HAZLETT BURT & WATSON INC. 159 - 2024-03-31 911 $217,000 0
   MATHER GROUP, INC. 513 - 2024-03-31 970 $210,000 0
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 141 - 2024-03-31 864 $206,000 0
   BLAIR WILLIAM & CO/IL 1432 - 2024-03-31 700 $167,000 0
   PNC FINANCIAL SERVICES GROUP INC 2507 - 2024-03-31 500 $119,000 0
   M&R CAPITAL MANAGEMENT INC 167 - 2024-03-31 480 $114,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1119 - 2024-03-31 376 $90,000 0
   Beacon Capital Management LLC 291 - 2024-03-31 219 $52,000 0
   West Branch Capital LLC 167 - 2024-03-31 179 $43,000 0
   IAG Wealth Partners LLC 187 - 2024-03-31 158 $38,000 0
   NATIONAL BANK OF CANADA /FI/ 1699 - 2024-03-31 140 $33,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 496 - 2024-03-31 100 $24,000 0
   City State Bank 391 - 2024-03-31 100 $24,000 0
   AMUNDI 1786 - 2024-03-31 101 $23,000 0
   TCTC HOLDINGS, LLC 377 - 2024-03-31 93 $22,000 0
   HOWE & RUSLING INC 319 - 2024-03-31 80 $19,000 0
   Aptus Capital Advisors LLC 969 - 2024-03-31 76 $18,000 0
   CWM LLC 3142 - 2024-03-31 56 $13,000 0
   KISTLERTIFFANY COMPANIES, LLC 722 - 2023-06-30 41 $8,000 0
   Russell Investments Group Ltd. 2849 - 2024-03-31 21 $5,000 0
   Householder Group Estate & Retirement Specialist L 979 - 2024-03-31 13 $3,000 0
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1834 - 2024-03-31 3 $1,000 0
   PROEQUITIES INC. 8660 - 2024-03-31 0 $0 0
   EnRich Financial Partners LLC 205 *New 2024-03-31 0 $0 0

  77 Records found
  1    
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