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Get Institutions for : 
Vangard Russell 3000 (VTHR)  
$231.27 0.02 (0.01%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 142    9
Total shares held : 
 2,624,075  
% of shares held : 
 56.68%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   20  
Amount of shares held : 
 351,221  
% of shares held change : 
   7.59%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $190.01  
Last Quarter's Ending Price : 
 $212.83  
Last Quarter's Average Price : 
 $198.16  
Change from last quarter's     
avg. price to the last closing  : 
33.11 (16.71%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
14
 136,910
 5.22%
 
Increased Positions :
46
 414,502
 15.8%
 
Unchanged Positions :
47
 183,565
 7%
 
Decreased Positions :
35
-193,010
-7.36%
 
Closed Positions :
5
-7,181
-0.27%
 
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
   BP WEALTH MANAGEMENT LLC 59 *New 2023-12-31 80,362 $17,103,000 80,362
   NATIXIS ASSET MANAGEMENT ADVISORS LP 456 *New 2024-03-31 69,250 $16,132,000 69,250
   Cetera Investment Advisers 565 *New 2023-12-31 16,633 $3,540,000 16,633
   COLONY GROUP, LLC 276 *New 2023-12-31 16,129 $3,433,000 16,129
   Portfolio Strategies Inc. 33 *New 2024-03-31 8,183 $1,906,000 8,183
   CNB Bank 68 *New 2024-03-31 3,777 $880,000 3,777
   Investment Advisory Group LLC 59 *New 2024-03-31 3,712 $865,000 3,712
   PATHSTONE FAMILY OFFICE, LLC 828 *New 2023-09-30 3,995 $762,000 3,995
   Nilsine Partners LLC 267 *New 2024-03-31 1,378 $321,000 1,378
   Capital Planning Advisors LLC 114 *New 2023-12-31 1,441 $307,000 1,441
   PRECEDENT WEALTH PARTNERS LLC 124 *New 2024-03-31 1,044 $243,000 1,044
   Oakmont Partners LLC 664 *New 2024-03-31 903 $210,000 903
   Snowden Capital Advisors LLC 1050 *New 2023-12-31 977 $208,000 977
   Rehmann Capital Advisory Group 552 *New 2024-03-31 872 $203,000 872
   MULTIFINANCIAL SECURITIES CORP 1636 *New 2023-12-31 944 $201,000 944
   EverSource Wealth Advisors LLC 1122 *New 2023-12-31 120 $26,000 120
  16 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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