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Get Institutions for : 
Vanguard Russell 2000 Etf (VTWO)  
$82.60 0.59 (0.71%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 432    25
Total shares held : 
 56,289,212  
% of shares held : 
 83.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   93  
Amount of shares held : 
 1,073,727  
% of shares held change : 
   1.59%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $70.37  
Last Quarter's Ending Price : 
 $81.10  
Last Quarter's Average Price : 
 $72.43  
Change from last quarter's     
avg. price to the last closing  : 
10.17 (14.04%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
49
 1,322,623
 2.35%
 
Increased Positions :
181
 4,442,885
 7.89%
 
Unchanged Positions :
89
 1,015,480
 1.8%
 
Decreased Positions :
113
-4,450,891
-7.91%
 
Closed Positions :
24
-240,890
-0.43%
 
Guru Positions :
1
5,374
 0.01%
 
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
   BANK OF AMERICA CORP /DE/ 164 - 2023-12-31 14,690,528 $1,191,402,000 1,369,727
   MORGAN STANLEY 365 - 2023-12-31 6,694,495 $542,924,000 9,054
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 10 - 2024-03-31 6,409,425 $449,173,000 2,137,708
   Migdal Insurance & Financial Holdings Ltd. 1 *New 2024-03-31 5,212,510 $443,376,000 5,212,510
   NATIXIS ASSET MANAGEMENT ADVISORS LP 18 - 2024-03-31 3,601,343 $306,330,000 551,599
   JONES FINANCIAL COMPANIES LLLP 37 - 2023-12-31 1,708,017 $138,520,000 266,190
   STIFEL FINANCIAL CORP 140 - 2023-12-31 1,608,946 $130,487,000 69,532
   UBS Group AG 358 - 2023-12-31 1,533,372 $124,356,000 218,283
   MACQUARIE GROUP LTD 216 - 2023-12-31 1,409,496 $114,310,000 14,026
   J P MORGAN CHASE & CO 822 - 2024-03-31 1,324,127 $112,630,000 -223,591
   GOLDMAN SACHS GROUP INC/ 675 - 2023-12-31 1,199,583 $97,286,000 -107,348
   WELLS FARGO & CO/MN 642 - 2024-03-31 730,279 $62,118,000 83,602
   Envestnet Portfolio Solutions Inc. 63 - 2024-03-31 693,818 $59,016,000 56,273
   Venturi Wealth Management LLC 5 - 2024-03-31 661,203 $56,242,000 6,775
   FIRST CITIZENS BANK & TRUST CO 16 - 2024-03-31 603,232 $51,311,000 60,129
   LPL FINANCIAL CORP 547 - 2024-03-31 590,705 $50,245,000 -18,884
   AMERIPRISE FINANCIAL INC 771 - 2023-12-31 615,315 $49,905,000 99,636
   FRANKLIN RESOURCES INC 492 - 2023-12-31 596,265 $48,357,000 6,685
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 179 - 2023-09-30 588,572 $42,048,000 47,657
   EVOKE WEALTH LLC 25 - 2023-12-31 493,633 $40,034,000 -30,339
   ROYAL BANK OF CANADA 782 - 2023-12-31 491,641 $39,873,000 160,557
   ENVESTNET ASSET MANAGEMENT INC 707 - 2023-12-31 483,847 $39,240,000 -64,172
   AE Wealth Management LLC 105 - 2023-12-31 494,788 $39,167,000 -102,329
   RED CEDAR INVESTMENT MANAGEMENT LLC 3 - 2024-03-31 455,224 $38,721,000 97,392
   Sargent Bickham Lagudis LLC 6 - 2022-12-31 507,223 $35,693,000 72,771
   JANNEY MONTGOMERY SCOTT LLC 215 - 2024-03-31 375,522 $31,942,000 -34,065
   Lido Advisors LLC 48 - 2023-12-31 360,682 $29,251,000 -72,607
   PARTNERS CAPITAL INVESTMENT GROUP LLP 28 - 2023-12-31 334,836 $27,155,000 1,330
   RAYMOND JAMES & ASSOCIATES 673 - 2024-03-31 296,090 $25,185,000 39,761
   CSM Advisors LLC 15 - 2023-12-31 270,991 $21,976,000 1,209
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 138 - 2024-03-31 238,620 $19,352,000 0
   GTS SECURITIES LLC 35 *New 2023-12-31 224,978 $18,243,000 224,978
   LITMAN GREGORY ASSET MANAGEMENT LLC 15 - 2024-03-31 212,916 $18,111,000 -586
   HRT FINANCIAL LLC 83 *New 2023-12-31 216,955 $17,595,000 216,955
   Foster Group Inc. 26 - 2024-03-31 204,235 $17,372,000 9,106
   CITIGROUP INC 682 - 2024-03-31 199,705 $16,999,000 199,705
   S. R. Schill & Associates 4 - 2024-03-31 184,543 $15,697,000 -6,584
   BB&T CORP 475 - 2023-12-31 190,317 $15,435,000 6,475
   HPM Partners LLC - 2023-12-31 185,102 $15,012,000 82,550
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 631 - 2024-03-31 169,416 $14,411,000 -3,869
   SCHRODER INVESTMENT MANAGEMENT GROUP 533 - 2023-12-31 177,216 $14,372,000 41,100
   LBMC INVESTMENT ADVISORS, LLC 14 - 2024-03-31 154,949 $13,180,000 76
   NEOS Investment Management LLC 12 - 2023-12-31 154,591 $12,537,000 -14,909
   Rockefeller Capital Management L.P. 401 - 2023-12-31 151,324 $12,272,000 34,372
   WARREN AVERETT ASSET MANAGEMENT, LLC 40 - 2023-12-31 147,525 $11,964,000 1,703
   Global Strategic Investment Solutions LLC 21 - 2024-03-31 140,537 $11,954,000 -39,386
   LVW Advisors LLC 9 - 2024-03-31 139,200 $11,840,000 170
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 378 - 2023-12-31 136,935 $11,105,000 7,952
   Atria Wealth Solutions Inc. 159 - 2023-12-31 132,535 $10,749,000 -5,554
   MARINER WEALTH ADVISORS, LLC 459 - 2023-12-31 131,349 $10,652,000 1,613
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 441 - 2024-03-31 123,797 $10,530,000 -28,645
   Advisor Group Holdings Inc. 683 - 2024-03-31 118,672 $10,095,000 -9,534
   Cadent Capital Advisors LLC 6 *New 2024-03-31 116,975 $9,950,000 116,975
   First Citizens Asset Management Inc. 13 - 2023-12-31 137,822 $9,368,000 79,595
   CIBC WORLD MARKETS INC. 240 - 2023-12-31 111,174 $9,016,000 3,252
   LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 38 - 2023-12-31 110,000 $8,921,000 -400,000
   MOODY NATIONAL BANK TRUST DIVISION 11 - 2024-03-31 103,527 $8,806,000 -95
   Phoenix Holdings Ltd. 75 - 2023-12-31 104,340 $8,460,000 -399
   Austin Private Wealth LLC 24 - 2024-03-31 100,260 $8,342,000 -2,287
   COMERICA BANK 455 - 2023-12-31 101,948 $8,268,000 3,632
   NORTHERN TRUST CORP 2199 - 2023-12-31 100,393 $8,142,000 48,804
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 24 - 2024-03-31 94,763 $8,061,000 5,716
   THRIVENT FINANCIAL FOR LUTHERANS 661 - 2023-12-31 98,149 $7,961,000 -14,844
   SigFig Wealth Management LLC 38 - 2024-03-31 89,059 $7,575,000 -35,764
   Pathstone Holdings LLC 316 - 2023-12-31 93,224 $7,560,000 0
   INDEPENDENT ORDER OF FORESTERS 3 - 2023-12-31 92,033 $7,464,000 0
   Fusion Capital LLC - 2023-12-31 88,739 $7,197,000 -14
   MML INVESTORS SERVICES LLC 477 - 2023-12-31 87,228 $7,074,000 -19,724
   COMMONWEALTH EQUITY SERVICES LLC. 970 - 2024-03-31 80,261 $6,827,000 5,124
   Cetera Investment Advisers 341 - 2023-12-31 84,114 $6,822,000 12,702
   FINANCIAL NETWORK 453 - 2023-12-31 83,910 $6,805,000 4,843
   NUVEEN ASSET MANAGEMENT, LLC 1805 - 2023-12-31 81,590 $6,617,000 26,590
   9258 Wealth Management LLC 20 - 2024-03-31 77,497 $6,592,000 2,483
   Vise Technologies Inc. 15 - 2023-12-31 77,577 $6,292,000 -8,353
   GIRARD PARTNERS LTD. 38 - 2023-12-31 76,853 $6,233,000 1,888
   Pegasus Partners Ltd. 26 - 2024-03-31 71,994 $6,124,000 -8,625
   FIRST WESTERN TRUST BANK 35 - 2023-12-31 73,354 $5,949,000 15,698
   PNC FINANCIAL SERVICES GROUP INC 618 - 2024-03-31 69,535 $5,915,000 1,157
   Global Wealth Strategies & Associates 11 *New 2024-03-31 68,670 $5,841,000 68,670
   PATHSTONE FAMILY OFFICE, LLC 250 - 2023-09-30 77,897 $5,565,000 37,050
   Prosperity Consulting Group LLC 38 - 2024-03-31 63,302 $5,384,000 50,325
   Kiely Wealth Advisory Group Inc. 5 - 2023-12-31 61,499 $4,892,000 0
   Financial & Tax Architects LLC 33 - 2024-03-31 56,343 $4,793,000 98
   H D Vest Advisory Services 326 - 2024-03-31 52,934 $4,503,000 -28,343
   ASSET MANAGEMENT INVESTORS LLC 43 - 2023-12-31 55,000 $4,460,000 14,503
   Windward Private Wealth Management Inc. 10 - 2024-03-31 52,116 $4,433,000 14
   LJI Wealth Management LLC 16 - 2023-12-31 54,200 $4,396,000 18,315
   MONTICELLO WEALTH MANAGEMENT LLC 48 - 2024-03-31 50,686 $4,311,000 4,715
   Brooklyn FI LLC 19 - 2024-03-31 50,463 $4,292,000 359
   Baird Financial Group Inc. 694 - 2023-12-31 52,635 $4,269,000 1,390
   LINCOLN NATIONAL CORP 178 - 2024-03-31 49,535 $4,213,000 8,066
   DAVIDSON D A & CO 319 - 2023-12-31 51,680 $4,191,000 1,461
   Allegiance Financial Group Advisory Services LLC 17 - 2024-03-31 48,188 $4,099,000 -35
   BROWN ADVISORY HOLDINGS INC 524 - 2024-03-31 47,050 $4,002,000 -71,542
   JANE STREET GROUP LLC 1701 - 2023-12-31 48,746 $3,953,000 11,456
   Capstone Financial Advisors Inc. 28 - 2023-12-31 48,089 $3,900,000 5,025
   HERBST GROUP LLC 13 - 2024-03-31 45,515 $3,872,000 -3,800
   EisnerAmper Wealth Management Corporate Benefits L 20 - 2023-12-31 47,264 $3,833,000 -2,100
   St. Louis Trust Co 27 - 2024-03-31 44,313 $3,769,000 0
   NEW HARBOR FINANCIAL GROUP, LLC 16 *New 2024-03-31 43,700 $3,717,000 43,700
  100 Records found
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