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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 :
2
12,232
 0.02%
 
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
   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
   J P MORGAN CHASE & CO 727 - 2023-12-31 1,547,718 $125,520,000 876,885
   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
   Venturi Wealth Management LLC 5 - 2024-03-31 661,203 $56,242,000 6,775
   WELLS FARGO & CO/MN 664 - 2023-12-31 646,677 $52,445,000 28,197
   Envestnet Portfolio Solutions Inc. 62 - 2023-12-31 637,545 $51,705,000 67,220
   FIRST CITIZENS BANK & TRUST CO 16 - 2024-03-31 603,232 $51,311,000 60,129
   AMERIPRISE FINANCIAL INC 771 - 2023-12-31 615,315 $49,905,000 99,636
   LPL FINANCIAL CORP 499 - 2023-12-31 609,589 $49,438,000 45,234
   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
   ROYAL BANK OF CANADA 782 - 2023-12-31 491,641 $39,873,000 160,557
   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
   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
   Foster Group Inc. 26 - 2024-03-31 204,235 $17,372,000 9,106
   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
   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
   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
   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
   MARINER WEALTH ADVISORS, LLC 459 - 2023-12-31 131,349 $10,652,000 1,613
   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
   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
   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
   H D Vest Advisory Services 228 - 2023-12-31 81,277 $6,592,000 1,852
   GIRARD PARTNERS LTD. 38 - 2023-12-31 76,853 $6,233,000 1,888
   FIRST WESTERN TRUST BANK 35 - 2023-12-31 73,354 $5,949,000 15,698
   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
   BLAIR WILLIAM & CO/IL 452 - 2023-12-31 64,487 $5,230,000 330
   McIlrath & Eck LLC 20 - 2023-12-31 59,449 $4,821,000 8,288
   ASSET MANAGEMENT INVESTORS LLC 43 - 2023-12-31 55,000 $4,460,000 14,503
   LJI Wealth Management LLC 16 - 2023-12-31 54,200 $4,396,000 18,315
   Koshinski Asset Management Inc. 32 - 2023-12-31 53,401 $4,331,000 19,724
   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
   Windward Private Wealth Management Inc. 12 - 2023-12-31 52,102 $4,225,000 1,883
   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
   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
   PARKSIDE FINANCIAL BANK & TRUST 38 - 2024-03-31 36,471 $3,102,000 4,268
   Edge Capital Group LLC 104 - 2023-12-31 38,226 $3,100,000 10,356
   CAPTRUST FINANCIAL ADVISORS 743 - 2023-12-31 36,497 $2,960,000 12,535
   Kovitz Investment Group Partners LLC 201 - 2023-12-31 35,413 $2,872,000 96
   CI Private Wealth LLC 865 - 2023-12-31 34,090 $2,765,000 5,351
   FORESIGHT CAPITAL MANAGEMENT ADVISORS INC. 16 - 2024-03-31 32,280 $2,746,000 1,886
   Brookstone Capital Management 311 - 2024-03-31 31,339 $2,666,000 2,199
   RSM US WEALTH MANAGEMENT LLC 154 - 2024-03-31 29,836 $2,538,000 5,428
   PFW Advisors LLC 27 - 2024-03-31 29,726 $2,528,000 119
   NATIONAL ASSET MANAGEMENT, INC. 314 - 2023-12-31 29,570 $2,398,000 9,028
   MERCER GLOBAL ADVISORS INC /ADV 697 - 2023-12-31 28,534 $2,314,000 1,888
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 897 - 2024-03-31 26,190 $2,228,000 502
   BANK OF NEW YORK MELLON CORP 2703 - 2024-03-31 26,166 $2,226,000 1,006
   Private Advisor Group LLC 765 - 2024-03-31 25,675 $2,184,000 1,945
   Wealthfront Advisers LLC 475 - 2024-03-31 24,968 $2,124,000 4,877
   Cassaday & Co Wealth Management LLC 56 - 2023-12-31 25,400 $2,060,000 18,885
   PRAIRIEVIEW WEALTH PARTNERS LLC 12 - 2024-03-31 23,906 $2,033,000 11,591
   Main Street Financial Solutions LLC 100 - 2024-03-31 23,326 $1,984,000 17,351
   RATHBONE BROTHERS PLC 259 - 2023-12-31 24,150 $1,959,000 591
   PAUL A. VIOLICH INC 50 - 2024-03-31 22,500 $1,914,000 17,500
   Arbor Investment Advisors LLC 31 - 2024-03-31 20,908 $1,778,000 243
   FIRST MANHATTAN CO 311 - 2023-12-31 21,264 $1,725,000 81
   PARK AVENUE SECURITIES LLC 461 - 2024-03-31 19,942 $1,696,000 1,633
   Kestra Advisory Services LLC 878 - 2023-12-31 20,385 $1,653,000 185
   Gainplan LLC 17 - 2024-03-31 18,649 $1,586,000 598
   Wakefield Asset Management LLLP 60 - 2024-03-31 18,424 $1,567,000 900
   McLean Asset Management Corp 33 - 2024-03-31 17,269 $1,441,000 1,945
   Meridian Wealth Advisors LLC 63 - 2023-12-31 17,506 $1,420,000 1,300
   SCOTIA CAPITAL INC. 407 - 2023-12-31 17,487 $1,418,000 268
   FINEMARK NATIONAL BANK & TRUST 180 - 2023-12-31 17,038 $1,382,000 416
   Arete Wealth Advisors LLC 192 - 2023-12-31 16,623 $1,348,000 16,623
   Fifth Third Securities Inc. 142 - 2024-03-31 15,108 $1,285,000 113
   180 WEALTH ADVISORS LLC 103 - 2024-03-31 15,034 $1,279,000 3,286
   Taddei Ludwig & Associates Inc. 25 - 2024-03-31 13,905 $1,183,000 470
   INTL FCSTONE INC. 149 - 2024-03-31 13,353 $1,136,000 260
   SIGNATUREFD, LLC 277 - 2024-03-31 13,272 $1,129,000 868
   Resources Investment Advisors Inc. 440 - 2023-12-31 13,676 $1,109,000 10,152
   DORSEY & WHITNEY TRUST CO LLC 205 - 2023-12-31 13,438 $1,090,000 2,137
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 83 - 2023-12-31 13,300 $1,079,000 28
  100 Records found
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