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Get Institutions for : 
Vanguard Russell 1000 Etf (VONE)  
$238.05 1.16 (0.49%) as of 4:30 Tue 5/14


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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  : 
35.46 (17.5%)  




 
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
   AMERIPRISE FINANCIAL INC 368 - 2023-12-31 762,971 $165,516,000 -6,245
   DAIDO LIFE INSURANCE CO 4 - 2024-03-31 372,383 $88,746,000 -111,599
   Austin Private Wealth LLC 2 - 2024-03-31 330,064 $78,034,000 -19,676
   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
   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 & ASSOCIATES 488 - 2024-03-31 162,362 $38,694,000 -8,341
   Beacon Pointe Advisors LLC 56 - 2023-12-31 136,669 $29,649,000 -2,735
   LPL FINANCIAL CORP 790 - 2024-03-31 117,017 $27,888,000 -6,153
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 271 - 2024-03-31 110,296 $26,286,000 -1,463
   HIRTLE CALLAGHAN & CO INC 14 - 2024-03-31 107,165 $25,540,000 -1,878
   Atria Wealth Solutions Inc. 70 - 2023-12-31 105,909 $22,976,000 -5,154
   MERCER GLOBAL ADVISORS INC /ADV 186 - 2023-12-31 96,731 $20,985,000 -14,755
   LITMAN GREGORY ASSET MANAGEMENT LLC 17 - 2024-03-31 70,280 $16,749,000 -696
   SigFig Wealth Management LLC 28 - 2024-03-31 66,585 $15,869,000 -26,204
   Strategic Financial Group LLC - 2023-12-31 71,523 $15,516,000 -36
   KEYBANK NATIONAL ASSOCIATION/OH 187 - 2023-12-31 70,216 $15,233,000 -15,064
   OPUS CAPITAL GROUP LLC 15 - 2024-03-31 58,588 $13,963,000 -4,076
   CBIZ Investment Advisory Services LLC 14 - 2023-12-31 62,719 $13,136,000 -3,548
   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
   COZAD ASSET MANAGEMENT INC 31 - 2024-03-31 35,124 $8,371,000 -425
   Thrive Wealth Management LLC 8 - 2024-03-31 34,091 $8,125,000 -2,660
   NORTHERN TRUST CORP 2269 - 2023-12-31 33,795 $7,331,000 -1,506
   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
   FINANCIAL NETWORK 467 - 2023-12-31 29,686 $6,440,000 -1,774
   MARINER WEALTH ADVISORS, LLC 625 - 2023-12-31 27,689 $6,007,000 -2,252
   ALESCO ADVISORS LLC 40 - 2024-03-31 20,240 $4,824,000 -115
   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
   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
   COMMONWEALTH EQUITY SERVICES LLC. 1292 - 2024-03-31 17,318 $4,127,000 -5,928
   FOSTER & MOTLEY INC 101 - 2024-03-31 17,185 $4,096,000 -100
   Waypoint Capital Advisors LLC 28 - 2024-03-31 16,846 $4,015,000 -3,689
   US FINANCIAL ADVISORS LLC 22 - 2023-12-31 16,920 $3,671,000 -59
   CAPTRUST FINANCIAL ADVISORS 713 - 2023-12-31 14,947 $3,243,000 -410
   Brown Financial Advisory 7 - 2024-03-31 12,597 $3,002,000 -495
   Anson Capital Inc. 6 - 2024-03-31 11,566 $2,756,000 -291
   SAVANT CAPITAL MANAGEMENT INC 281 - 2024-03-31 11,503 $2,741,000 -1,156
   PFW Advisors LLC 26 - 2024-03-31 10,647 $2,537,000 -3
   Bridgeworth LLC - 2023-12-31 11,499 $2,495,000 -51
   VCI Wealth Management LLC 16 - 2024-03-31 10,159 $2,421,000 -2,125
   NEUBERGER BERMAN GROUP LLC 1068 - 2023-12-31 10,946 $2,375,000 -1,300
   Wealthcare Advisory Partners LLC 214 - 2024-03-31 9,228 $2,199,000 -479
   Spectrum Asset Management Inc. (NB/CA) 40 - 2024-03-31 9,204 $2,193,000 -28,066
   Integrated Wealth Concepts LLC 442 - 2023-12-31 10,024 $2,175,000 -812
   ETF Portfolio Partners Inc. 20 - 2024-03-31 8,636 $2,058,000 -138
   NATIONAL ASSET MANAGEMENT, INC. 374 - 2023-12-31 8,813 $1,912,000 -1,313
   MITCHELL MCLEOD PUGH & WILLIAMS INC 60 - 2024-03-31 7,026 $1,674,000 -42
   Landmark Wealth Management LLC 39 - 2024-03-31 5,821 $1,387,000 -360
   COMERICA SECURITIESINC. 176 - 2023-09-30 6,833 $1,330,000 -338
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 884 - 2023-09-30 6,742 $1,312,000 -1,050
   Strategic Financial Concepts LLC 80 - 2024-03-31 4,874 $1,162,000 -62
   Ethos Financial Group LLC 66 - 2024-03-31 4,876 $1,162,000 -713
   ATRIA INVESTMENTS LLC 845 - 2023-12-31 5,166 $1,121,000 -74
   WELCH GROUP, LLC 83 - 2024-03-31 4,369 $1,041,000 -125
   THRIVENT FINANCIAL FOR LUTHERANS 1787 - 2023-12-31 4,458 $967,000 -113
   Sequoia Financial Advisors LLC 483 - 2024-03-31 4,037 $962,000 -1,123
   RAYMOND JAMES TRUST CO 513 - 2024-03-31 3,535 $842,000 -3,040
   GELLER FAMILY OFFICE SERVICES LLC 88 - 2023-12-31 3,302 $716,000 -13
   Retirement Income Solutions Inc 66 - 2024-03-31 2,870 $684,000 -56
   SUMMIT INVESTMENT ADVISORS INC 704 - 2023-12-31 3,144 $682,000 -1
   Pensionmark Financial Group LLC 214 - 2023-12-31 2,387 $518,000 -302
   Private Advisor Group LLC 1499 - 2024-03-31 2,140 $510,000 -76
   TD Waterhouse Canada Inc. 661 - 2024-03-31 1,587 $387,000 -10
   PROSPERA FINANCIAL SERVICES 749 - 2023-12-31 1,737 $377,000 -384
   OXBOW ADVISORS, LLC 162 - 2024-03-31 1,478 $352,000 -10
   GOELZER INVESTMENT MANAGEMENT, INC. 213 - 2024-03-31 1,389 $331,000 -102
   Aveo Capital Partners LLC 290 - 2024-03-31 1,308 $304,000 -204
   Green Harvest Asset Management LLC 155 - 2023-12-31 1,384 $300,000 -171
   Argent Trust Co 530 - 2024-03-31 1,250 $298,000 -149
   Betterment LLC 325 - 2024-03-31 1,101 $262,000 -1,223
   TIAA TRUST NATIONAL ASSOCIATION 550 - 2024-03-31 1,042 $248,000 -329
   Intrua Financial LLC 283 - 2023-03-31 1,316 $246,000 -72
   Qube Research & Technologies Ltd 2404 - 2023-12-31 950 $206,000 -743
   ANCORA ADVISORS, LLC 650 - 2023-12-31 845 $183,000 -6
   Rockbridge Investment Management LCC 245 - 2023-12-31 216 $47,000 -34,944
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1254 - 2024-03-31 109 $26,000 -548
   Aptus Capital Advisors LLC 754 - 2023-12-31 76 $16,000 -25
   Newbridge Financial Services Group Inc. 888 - 2024-03-31 21 $5,000 -20
  86 Records found
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