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Get Institutions for : 
Vangard Russell 2000 Growth (VTWG)  
$181.86 0.79 (0.43%) as of 4:30 Thu 4/25


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 138    2
Total shares held : 
 2,319,129  
% of shares held : 
 2.58%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   27  
Amount of shares held : 
 -344,362  
% of shares held change : 
   -0.38%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $161.13  
Last Quarter's Ending Price : 
 $183.55  
Last Quarter's Average Price : 
 $164.01  
Change from last quarter's     
avg. price to the last closing  : 
17.85 (10.88%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 46,206
 1.99%
 
Increased Positions :
59
 308,285
 13.29%
 
Unchanged Positions :
32
 42,939
 1.85%
 
Decreased Positions :
34
-679,165
-29.29%
 
Closed Positions :
11
-19,688
-0.85%
 
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
   WESTWOOD HOLDINGS GROUP INC 87 - 2023-12-31 338,567 $62,144,000 105,719
   BANK OF AMERICA CORP /DE/ 1122 - 2023-12-31 294,102 $53,982,000 48,497
   Crestone Asset Management LLC 6 - 2023-12-31 165,290 $30,339,000 -12,242
   MORGAN STANLEY 2543 - 2023-12-31 124,928 $22,931,000 20,907
   Cetera Investment Advisers 120 - 2023-12-31 112,319 $20,616,000 63,682
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 207 - 2023-12-31 109,201 $20,044,000 -2,624
   AMERIPRISE FINANCIAL INC 1480 - 2023-12-31 75,857 $13,923,000 2,869
   Congress Wealth Management LLC / DE / 158 - 2024-03-31 56,141 $11,065,000 136
   Advisor Group Holdings Inc. 785 - 2023-12-31 56,516 $10,382,000 -41,291
   LPL FINANCIAL CORP 1237 - 2023-12-31 55,053 $10,105,000 4,472
   SILVERCREST ASSET MANAGEMENT GROUP LLC 246 - 2023-12-31 54,908 $10,078,000 9,650
   LJI Wealth Management LLC 11 - 2023-12-31 54,773 $10,054,000 1,057
   WELLS FARGO & CO/MN 1524 - 2023-12-31 52,219 $9,585,000 1,888
   Virtue Capital Management LLC 7 - 2023-12-31 49,545 $8,714,000 -6,171
   HIGHTOWER ADVISORS, LLC 739 - 2023-12-31 45,723 $8,393,000 8,163
   ENVESTNET ASSET MANAGEMENT INC 1657 - 2023-12-31 38,327 $7,035,000 -494
   Taddei Ludwig & Associates Inc. 13 - 2023-12-31 37,581 $6,898,000 708
   Rockefeller Capital Management L.P. 553 - 2023-12-31 37,272 $6,841,000 1,015
   Kestra Advisory Services LLC 417 - 2023-12-31 30,278 $5,558,000 -17
   UBS Group AG 1923 - 2023-12-31 29,833 $5,476,000 -4,369
   RIVERSEDGE ADVISORS LLC 19 - 2023-12-31 26,775 $4,914,000 1,253
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1182 - 2023-12-31 22,118 $4,060,000 -900
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 842 *New 2023-12-31 20,354 $3,736,000 20,354
   Fifth Third Securities Inc. 83 - 2024-03-31 15,813 $3,117,000 -316
   ROYAL BANK OF CANADA 2268 - 2023-12-31 15,967 $2,931,000 492
   CWM LLC 530 - 2024-03-31 14,858 $2,929,000 41
   Allegheny Financial Group LTD 17 - 2023-12-31 15,586 $2,861,000 990
   DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 86 - 2023-12-31 15,265 $2,802,000 1,120
   IVC Wealth Advisors LLC 12 - 2024-03-31 13,725 $2,705,000 788
   BB&T CORP 1100 - 2023-12-31 14,667 $2,692,000 -196
   Adviser Investments LLC 202 *New 2023-12-31 13,572 $2,491,000 13,572
   MERCER GLOBAL ADVISORS INC /ADV 670 - 2023-12-31 13,367 $2,454,000 -5
   RAYMOND JAMES & ASSOCIATES 1988 - 2023-12-31 12,957 $2,378,000 154
   Relaxing Retirement Coach 20 - 2023-06-30 13,305 $2,348,000 -127
   SAVANT CAPITAL MANAGEMENT INC 263 - 2023-12-31 12,680 $2,327,000 -33
   Gladstone Institutional Advisory LLC 196 - 2023-12-31 11,652 $2,139,000 -2,513
   FINANCIAL NETWORK 961 - 2023-12-31 10,830 $1,988,000 2,043
   COMMONWEALTH EQUITY SERVICES LLC. 1690 - 2023-12-31 10,562 $1,939,000 1,153
   J P MORGAN CHASE & CO 2992 - 2023-12-31 10,274 $1,886,000 9,909
   ZIEGLER CAPITAL MANAGEMENT LLC 229 - 2023-12-31 10,118 $1,857,000 0
   AdvisorNet Financial Inc 134 - 2024-03-31 9,370 $1,847,000 1,149
   BRAGG FINANCIAL ADVISORS INC 173 - 2023-12-31 9,028 $1,657,000 -524
   Equitable Holdings Inc. 465 - 2023-12-31 8,795 $1,614,000 834
   COMMERCE BANK N A/MO 503 - 2023-12-31 8,465 $1,554,000 130
   BROWN ADVISORY HOLDINGS INC 676 - 2023-12-31 8,292 $1,522,000 2,524
   AMERIVEST INVESTMENT MANAGEMENT LLC 100 - 2023-06-30 8,483 $1,497,000 -1,244
   GOLDMAN SACHS GROUP INC/ 3324 - 2023-12-31 8,038 $1,475,000 0
   CREATIVE PLANNING 1045 - 2023-12-31 7,976 $1,464,000 1,701
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 858 - 2023-09-30 8,721 $1,422,000 14
   OPPENHEIMER ASSET MANAGEMENT INC 627 - 2023-12-31 7,328 $1,345,000 902
   JANNEY MONTGOMERY SCOTT LLC 1335 - 2023-12-31 6,584 $1,208,000 -667
   MONTICELLO WEALTH MANAGEMENT LLC 141 - 2023-12-31 5,499 $1,009,000 -9,468
   Stratos Wealth Partners LTD. 653 - 2024-03-31 4,836 $953,000 -4
   FourThought Financial Partners LLC 134 - 2023-12-31 5,024 $922,000 213
   COMERICA BANK 1571 - 2023-12-31 4,961 $911,000 -156
   Waldron LP 160 - 2023-12-31 4,908 $900,000 -83
   LBJ Family Wealth Advisors Ltd. 18 - 2024-03-31 4,565 $900,000 124
   RDL FINANCIAL INC - 2023-12-31 4,656 $822,000 138
   Private Advisor Group LLC 1223 - 2023-12-31 4,376 $803,000 2,751
   MATHER GROUP, INC. 257 - 2024-03-31 4,326 $794,000 0
   STIFEL FINANCIAL CORP 2291 - 2023-12-31 4,192 $769,000 -6,766
   Grey Fox Wealth Advisors LLC 44 - 2024-03-31 3,840 $757,000 3
   PARKSIDE FINANCIAL BANK & TRUST 122 - 2023-12-31 4,074 $748,000 -5,248
   PRUDENTIAL FINANCIAL INC 1967 - 2023-12-31 3,961 $727,000 525
   CAROLINAS WEALTH CONSULTING LLC 71 - 2023-12-31 3,942 $724,000 -51
   EQIS CAPITAL MANAGEMENT, INC. 358 - 2023-12-31 3,781 $694,000 539
   OPPENHEIMER & CO INC 912 - 2023-12-31 3,259 $598,000 90
   CAPTRUST FINANCIAL ADVISORS 1625 - 2023-12-31 3,209 $589,000 312
   HC Advisors LLC - 2023-12-31 3,198 $587,000 -300
   RMB CAPITAL MANAGEMENT LLC 377 - 2023-12-31 2,921 $536,000 0
   Envestnet Portfolio Solutions Inc. 1025 - 2023-12-31 2,851 $523,000 -93
   First Citizens Asset Management Inc. 30 - 2023-12-31 2,851 $523,000 -93
   Chicago Partners Investment Group LLC 425 - 2023-12-31 2,808 $501,000 6
   MML INVESTORS SERVICES LLC 1778 - 2023-12-31 2,605 $478,000 41
   MULTIFINANCIAL SECURITIES CORP 1153 - 2023-12-31 2,575 $473,000 0
   COMERICA SECURITIESINC. 285 - 2023-09-30 2,840 $463,000 0
   WRAPMANAGER INC 135 *New 2023-12-31 2,499 $459,000 2,499
   ROFFMAN MILLER ASSOCIATES INC /PA/ 72 - 2023-12-31 2,226 $409,000 5
   FF AdvisorsLLC 59 - 2024-03-31 2,065 $407,000 0
   VANCE WEALTH INC. 53 - 2023-12-31 2,210 $406,000 -222
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1267 - 2023-12-31 2,203 $404,000 516
   COLONY GROUP LLC 586 - 2023-09-30 2,465 $402,000 5
   HIRTLE CALLAGHAN & CO INC 77 *New 2023-12-31 2,100 $385,000 2,100
   MODERA WEALTH MANAGEMENT, LLC 427 - 2023-12-31 2,001 $367,000 -582,492
   Oak Grove Capital LLC 41 - 2023-12-31 2,000 $367,000 0
   Compass Ion Advisors LLC 166 - 2024-03-31 1,788 $352,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1854 - 2024-03-31 1,637 $323,000 266
   MONETA GROUP INVESTMENT ADVISORS INC 432 - 2023-12-31 1,739 $319,000 1
   Kiely Wealth Advisory Group Inc. 29 - 2023-12-31 1,755 $317,000 0
   Kuhn & Co Investment Counsel 96 - 2023-12-31 1,681 $308,000 0
   PROFESSIONAL ADVISORY SERVICES INC 60 - 2023-12-31 1,675 $307,000 0
   Hyperion Partners LLC 49 - 2024-03-31 1,413 $279,000 2
   Cornerstone Wealth Management LLC 452 - 2024-03-31 1,356 $267,000 124
   BANK OF NEW YORK MELLON CORP 3722 - 2023-12-31 1,443 $265,000 -25
   AE Wealth Management LLC 1764 - 2023-12-31 1,461 $263,000 20
   High Net Worth Advisory Group LLC 179 - 2024-03-31 1,300 $256,000 0
   Sterling Financial Group Inc. 55 - 2024-03-31 1,275 $251,000 0
   H D Vest Advisory Services 1325 *New 2023-12-31 1,365 $251,000 1,365
   SUTTON PLACE INVESTORS LLC 110 - 2023-12-31 1,300 $239,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 142 - 2024-03-31 1,208 $238,000 0
  100 Records found
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