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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   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
   LPL FINANCIAL CORP 547 - 2024-03-31 590,705 $50,245,000 -18,884
   EVOKE WEALTH LLC 25 - 2023-12-31 493,633 $40,034,000 -30,339
   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
   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
   LITMAN GREGORY ASSET MANAGEMENT LLC 15 - 2024-03-31 212,916 $18,111,000 -586
   S. R. Schill & Associates 4 - 2024-03-31 184,543 $15,697,000 -6,584
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 631 - 2024-03-31 169,416 $14,411,000 -3,869
   NEOS Investment Management LLC 12 - 2023-12-31 154,591 $12,537,000 -14,909
   Global Strategic Investment Solutions LLC 21 - 2024-03-31 140,537 $11,954,000 -39,386
   Atria Wealth Solutions Inc. 159 - 2023-12-31 132,535 $10,749,000 -5,554
   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
   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
   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
   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
   Vise Technologies Inc. 15 - 2023-12-31 77,577 $6,292,000 -8,353
   Pegasus Partners Ltd. 26 - 2024-03-31 71,994 $6,124,000 -8,625
   H D Vest Advisory Services 326 - 2024-03-31 52,934 $4,503,000 -28,343
   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
   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
   COLDSTREAM CAPITAL MANAGEMENT INC 118 - 2023-12-31 44,902 $3,642,000 -1,005
   Vista Wealth Management Group LLC 39 - 2024-03-31 40,866 $3,476,000 -899
   Simplicity WealthLLC 251 - 2024-03-31 38,646 $3,287,000 -3,725
   Heritage Investment Group Inc. 19 - 2024-03-31 36,113 $3,072,000 -572
   HALBERT, HARGROVE/RUSSELL LLC 27 - 2024-03-31 36,065 $3,068,000 -3,049
   COUNTRY CLUB BANK /GFN 113 - 2024-03-31 34,652 $2,947,000 -9,667
   Koshinski Asset Management Inc. 78 - 2024-03-31 33,187 $2,823,000 -20,214
   CREATIVE PLANNING 778 - 2023-12-31 34,089 $2,765,000 -15,353
   GELLER FAMILY OFFICE SERVICES LLC 25 - 2023-12-31 33,686 $2,732,000 -5,061
   Wealth Dimensions Group Ltd. 20 - 2024-03-31 31,085 $2,644,000 -178
   CI Private Wealth LLC 907 - 2024-03-31 31,040 $2,623,000 -3,050
   Curtis Advisory Group LLC 25 - 2024-03-31 30,467 $2,592,000 -66
   COMERICA SECURITIESINC. 111 - 2023-09-30 34,950 $2,497,000 -335
   PRINCIPAL FINANCIAL GROUP INC 1753 - 2024-03-31 27,291 $2,321,000 -724
   FIRST HAWAIIAN BANK 214 - 2024-03-31 26,999 $2,297,000 -28
   Beacon Bridge Wealth Partners LLC 28 - 2024-03-31 26,250 $2,233,000 -6,468
   BLAIR WILLIAM & CO/IL 669 - 2024-03-31 24,159 $2,055,000 -40,328
   Kingdom Financial Group LLC. 16 - 2023-12-31 24,545 $1,991,000 -8,423
   CITADEL ADVISORS LLC 2338 - 2023-12-31 23,931 $1,941,000 -253,509
   RAYMOND JAMES TRUST CO 352 - 2024-03-31 19,326 $1,644,000 -2,652
   OLD NATIONAL BANCORP /IN/ 239 - 2024-03-31 19,096 $1,624,000 -25,726
   Wealth CMT 9 - 2023-06-30 15,541 $1,175,000 -65
   InterOcean Capital Group LLC 177 - 2023-12-31 14,223 $1,153,000 -1,962
   TOWER RESEARCH CAPITAL LLC 769 - 2023-12-31 14,147 $1,147,000 -22,722
   We Are One Seven LLC 290 - 2023-12-31 14,054 $1,140,000 -4,930
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 66 - 2024-03-31 12,904 $1,098,000 -396
   FULTON BREAKEFIELD BROENNIMAN LLC 91 - 2024-03-31 8,884 $756,000 -11,882
   INSIGNEO ADVISORY SERVICES LLC 175 - 2023-12-31 9,181 $745,000 -2,364
   Stordahl Capital Management Inc. 32 - 2024-03-31 8,533 $726,000 -200
   Coombe Bender & Co LLC 46 - 2024-03-31 8,128 $691,000 -680
   LINSCOMB & WILLIAMS INC 191 - 2023-12-31 8,179 $663,000 -646
   Cordatus Wealth Management LLC 36 - 2024-03-31 7,513 $639,000 -353
   Parallel Advisors LLC 485 - 2024-03-31 6,814 $580,000 -5
   Rehmann Capital Advisory Group 294 - 2024-03-31 6,716 $571,000 -336
   Global Wealth Management Investment Advisory Inc. 106 - 2024-03-31 6,650 $566,000 -828
   BARCLAYS PLC 2874 - 2023-12-31 6,420 $521,000 -830
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 452 - 2024-03-31 6,074 $517,000 -123
   Sage Mountain Advisors LLC 159 - 2024-03-31 5,985 $509,000 -319
   Stratos Wealth Partners LTD. 871 - 2024-03-31 5,985 $509,000 -532
   BLUE CREEK INVESTMENT PARTNERS LLC 201 - 2024-03-31 5,826 $496,000 -202
   Braun-Bostich & Associates Inc. 64 - 2024-03-31 5,799 $493,000 -193
   Stratos Wealth Advisors LLC 468 - 2024-03-31 5,542 $471,000 -33,129
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 783 - 2024-03-31 5,374 $457,000 -1,484
   Qube Research & Technologies Ltd 2046 - 2023-12-31 5,275 $428,000 -718
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 125 - 2024-03-31 4,987 $424,000 -92
   DARK FOREST CAPITAL MANAGEMENT LP 263 - 2023-12-31 5,233 $424,000 -32,203
   Perigon Wealth Management LLC 582 - 2024-03-31 4,909 $418,000 -2,690
   GEM Asset Management LLC 49 - 2024-03-31 5,232 $408,000 -1,015
   Foundations Investment Advisors LLC 476 - 2023-12-31 5,077 $401,000 -2,324
   US BANCORP 1621 - 2024-03-31 4,710 $401,000 -1,747
   Financial Advisors Network Inc. 107 - 2023-12-31 4,850 $393,000 -122
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 1044 - 2024-03-31 4,300 $366,000 -1,000
   ARTHUR M. COHEN & ASSOCIATES LLC 97 - 2024-03-31 4,260 $362,000 -1,167
   Arcadia Wealth Management LLC 44 - 2024-03-31 4,235 $360,000 -117
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 140 - 2023-12-31 4,336 $352,000 -270
   HFG Advisors Inc. 68 - 2024-03-31 4,083 $347,000 -102
   SIGNATURE SECURITIES GROUP CORPORATION 152 - 2024-03-31 3,963 $337,000 -104
   Cribstone Capital Management LLC 88 - 2022-12-31 4,757 $335,000 -432
   ZRC WEALTH MANAGEMENT LLC 85 - 2024-03-31 3,791 $322,000 -18,174
   Resources Investment Advisors Inc. 897 - 2024-03-31 3,634 $309,000 -10,042
   Olistico Wealth LLC 83 - 2024-03-31 3,615 $307,000 -106
   PLIMOTH TRUST CO LLC 143 - 2024-03-31 3,503 $298,000 -53
   FIFTH THIRD BANCORP 882 - 2024-03-31 3,491 $297,000 -663
   ALLIANCEBERNSTEIN L.P. 2857 - 2023-12-31 3,492 $283,000 -1,628
   IFP Advisors Inc 784 - 2023-12-31 3,426 $278,000 -991
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4294 - 2024-03-31 2,858 $243,000 -380,746
   BANK OF MONTREAL /CAN/ 2496 - 2023-12-31 2,931 $242,000 -37,342
   BROWN BROTHERS HARRIMAN & CO 496 - 2024-03-31 2,750 $234,000 -79
   Consolidated Portfolio Review Corp 258 - 2024-03-31 2,462 $209,000 -308
  100 Records found
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