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Get Institutions for : 
Vangard Russell 2000 Growth (VTWG)  
$189.84 3.02 (1.62%) as of 4:30 Mon 5/6


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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  : 
25.83 (15.75%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WRAPMANAGER INC 135 *New 2023-12-31 2,499 $459,000 2,499
   HIRTLE CALLAGHAN & CO INC 77 *New 2023-12-31 2,100 $385,000 2,100
   Embree Financial Group 150 *New 2024-03-31 1,538 $303,000 1,538
   H D Vest Advisory Services 1325 *New 2023-12-31 1,365 $251,000 1,365
   Perigon Wealth Management LLC *New 2024-03-31 1,143 $225,000 1,143
   Atlantic Trust Group LLC 1058 *New 2023-12-31 1,138 $209,000 1,138
   Americana Partners LLC *New 2023-12-31 1,132 $208,000 1,132
   SALEM INVESTMENT COUNSELORS INC 473 *New 2024-03-31 424 $84,000 424
   CREATIVE FINANCIAL DESIGNS INC /ADV *New 2024-03-31 234 $46,000 234
   Ronald Blue Trust Inc. *New 2024-03-31 117 $23,000 117
   SOA Wealth Advisors LLC. 427 *New 2024-03-31 112 $22,000 112
   JONES FINANCIAL COMPANIES LLLP 711 *New 2023-12-31 42 $8,000 42
   Rockbridge Investment Management LCC 512 *New 2023-12-31 14 $3,000 14
   WASHINGTON TRUST CO 798 *New 2024-03-31 10 $2,000 10
   Nelson Van Denburg & Campbell Wealth Management Gr *New 2024-03-31 10 $2,000 10
  15 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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