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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  
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 4 - 2024-03-31 170,106 $33,528,000 4,816
   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
   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
   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
   HIGHTOWER ADVISORS, LLC 739 - 2023-12-31 45,723 $8,393,000 8,163
   Taddei Ludwig & Associates Inc. 11 - 2024-03-31 38,698 $7,627,000 1,117
   Rockefeller Capital Management L.P. 553 - 2023-12-31 37,272 $6,841,000 1,015
   RIVERSEDGE ADVISORS LLC - 2024-03-31 26,933 $5,309,000 158
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 852 - 2024-03-31 20,913 $4,122,000 559
   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
   IVC Wealth Advisors LLC 12 - 2024-03-31 13,725 $2,705,000 788
   COMMONWEALTH EQUITY SERVICES LLC. 1722 - 2024-03-31 10,861 $2,141,000 299
   FINANCIAL NETWORK 961 - 2023-12-31 10,830 $1,988,000 2,043
   J P MORGAN CHASE & CO 2992 - 2023-12-31 10,274 $1,886,000 9,909
   AdvisorNet Financial Inc 134 - 2024-03-31 9,370 $1,847,000 1,149
   Equitable Holdings Inc. 465 - 2023-12-31 8,795 $1,614,000 834
   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
   FourThought Financial Partners LLC 134 - 2023-12-31 5,024 $922,000 213
   LBJ Family Wealth Advisors Ltd. 18 - 2024-03-31 4,565 $900,000 124
   PARKSIDE FINANCIAL BANK & TRUST - 2024-03-31 4,410 $869,000 336
   Private Advisor Group LLC - 2024-03-31 4,378 $863,000 2
   Grey Fox Wealth Advisors LLC 44 - 2024-03-31 3,840 $757,000 3
   PRUDENTIAL FINANCIAL INC 1967 - 2023-12-31 3,961 $727,000 525
   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
   Chicago Partners Investment Group LLC 426 - 2024-03-31 2,888 $530,000 80
   MML INVESTORS SERVICES LLC 1778 - 2023-12-31 2,605 $478,000 41
   ROFFMAN MILLER ASSOCIATES INC /PA/ 72 - 2023-12-31 2,226 $409,000 5
   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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1854 - 2024-03-31 1,637 $323,000 266
   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
   AE Wealth Management LLC 1764 - 2023-12-31 1,461 $263,000 20
   Lido Advisors LLC 1021 - 2023-12-31 1,235 $227,000 4
   Goss Wealth Management LLC 1670 - 2023-12-31 1,200 $216,000 1,150
   JAMISON PRIVATE WEALTH MANAGEMENT INC. 185 - 2024-03-31 844 $166,000 2
   ORG Partners LLC 303 - 2023-12-31 817 $150,000 817
   HANSON MCCLAIN, INC. 973 - 2024-03-31 574 $113,000 250
   BANK OF MONTREAL /CAN/ 2861 - 2023-12-31 491 $92,000 398
   FMR LLC 3248 - 2023-12-31 351 $64,000 173
   Steward Partners Investment Advisory LLC 1984 - 2023-12-31 273 $50,000 215
   Emerald Investment Partners LLC 410 - 2024-03-31 74 $15,000 64
  55 Records found
  1    
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