Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Vangard Russell 3000 (VTHR)  
$231.51 0.24 (0.1%) as of 4:30 Mon 5/13


Download
     
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  : 
33.35 (16.83%)  




 
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  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   AMERIPRISE FINANCIAL INC 458 - 2023-12-31 556,520 $118,519,000 -21,838
   HIGHTOWER ADVISORS, LLC 382 - 2024-03-31 123,067 $28,676,000 -1,933
   COMMERCE BANK N A/MO 206 - 2024-03-31 44,497 $10,366,000 -120
   Family Firm Inc. 8 - 2024-03-31 39,235 $9,140,000 -1,005
   PITCAIRN CO 32 - 2023-12-31 36,587 $7,787,000 -177
   J P MORGAN CHASE & CO 2236 - 2024-03-31 31,439 $7,324,000 -1,905
   LINSCOMB & WILLIAMS INC 63 - 2023-12-31 33,902 $7,215,000 -1,004
   EVENSKY & KATZ INC 26 - 2024-03-31 22,256 $5,185,000 -9,239
   DB Fitzpatrick & Co Inc 2 - 2024-03-31 18,040 $4,203,000 -463
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 848 - 2024-03-31 17,740 $4,133,000 -136
   Steward Partners Investment Advisory LLC 390 - 2023-12-31 14,406 $3,066,000 -75
   SMITHFIELD TRUST CO 91 - 2024-03-31 10,377 $2,416,000 -559
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 130 - 2024-03-31 9,511 $2,216,000 -185
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1618 - 2024-03-31 8,738 $2,036,000 -210
   KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. 28 - 2024-03-31 7,527 $1,753,000 -260
   Pensionmark Financial Group LLC 111 - 2023-12-31 6,313 $1,344,000 -48,554
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2490 - 2024-03-31 4,510 $1,051,000 -6,889
   ENVESTNET ASSET MANAGEMENT INC 2907 - 2023-12-31 4,835 $1,029,000 -1,178
   NEUBERGER BERMAN GROUP LLC 1281 - 2023-12-31 4,398 $936,000 -1,812
   Carmichael Hill & Associates Inc. 70 - 2024-03-31 3,124 $728,000 -237
   Advisor Group Holdings Inc. 2622 - 2024-03-31 3,108 $724,000 -773
   Green Square Asset Management LLC 104 - 2023-12-31 2,624 $558,000 -2,624
   ARS Wealth Advisors Group LLC 103 - 2023-12-31 1,893 $403,000 -108
   Wealth CMT 10 - 2023-06-30 2,007 $396,000 -5
   MILESTONE GROUP INC 142 - 2024-03-31 1,668 $389,000 -272
   MERCER GLOBAL ADVISORS INC /ADV 1524 - 2023-12-31 1,602 $341,000 -46
   CITADEL ADVISORS LLC 4044 - 2023-12-31 1,478 $315,000 -13,199
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1457 - 2023-09-30 1,626 $310,000 -206
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 877 - 2023-12-31 1,360 $289,000 -1,090
   BRIGHTON JONES LLC 491 - 2024-03-31 1,172 $273,000 -545
   AA Financial Advisors LLC 141 - 2024-03-31 1,052 $245,000 -123
   BLAIR WILLIAM & CO/IL 1551 - 2024-03-31 302 $70,000 -816
   QUADRANT CAPITAL GROUP LLC 1847 - 2023-12-31 87 $19,000 -23
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1475 - 2024-03-31 20 $5,000 -114

  34 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results