Institutional Ownership Vanguard Russell 3000 ETF (VTHR)
This table provides information about the institutional ownership of Vanguard Russell 3000 ETF (VTHR). We have compiled data on the 175 institutions that hold shares in the stock, with a total of 3.37 Million shares, which have been reported (via 13F filing form) to have a value of $869 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
5,109
shares
|
$1.32 Million
0.08% of portfolio
|
Q2 2024
Added 30.87%
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
5,005
shares
|
$1.29 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
4,800
shares
|
$1.24 Million
0.01% of portfolio
|
Q4 2022
Reduced 27.04%
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
4,716
shares
|
$1.22 Million
0.03% of portfolio
|
Q2 2024
Added 42.56%
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 10, 2024 Q2 2024 |
4,665
shares
|
$1.2 Million
0.24% of portfolio
|
Q4 2022
New holding
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
4,245
shares
|
$1.1 Million
0.12% of portfolio
|
Q3 2022
Reduced 90.11%
|
|
Baker Avenue Asset Management, LP
|
Aug 07, 2024 Q2 2024 |
4,217
shares
|
$1.09 Million
0.03% of portfolio
|
Q2 2024
Reduced 3.43%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
3,995
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2023
New holding
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,995
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2023
New holding
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2024 Q3 2024 |
3,850
shares
|
$993,954
0.09% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
3,714
shares
|
$958,843
0.0% of portfolio
|
Q3 2024
Added 1.42%
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
3,713
shares
|
$958,585
0.0% of portfolio
|
Q2 2024
Added 19.27%
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
3,605
shares
|
$930,702
0.43% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
3,417
shares
|
$882,166
0.01% of portfolio
|
Q3 2023
Added 0.35%
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
2,991
shares
|
$772,186
0.01% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
2,975
shares
|
$768,055
0.03% of portfolio
|
Q2 2024
Reduced 1.52%
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 13, 2024 Q2 2024 |
2,939
shares
|
$758,761
0.65% of portfolio
|
Q2 2024
New holding
|
|
Carmichael Hill & Associates, Inc.
|
Aug 02, 2024 Q2 2024 |
2,649
shares
|
$683,892
0.25% of portfolio
|
Q2 2024
Reduced 15.2%
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2024 Q2 2024 |
2,624
shares
|
$677,438
0.11% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,615
shares
|
$675,114
0.02% of portfolio
|
Q1 2021
Reduced 84.7%
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 02, 2024 Q2 2024 |
2,485
shares
|
$641,552
0.06% of portfolio
|
Q2 2021
Added 16.94%
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,478
shares
|
$639,745
0.01% of portfolio
|
Q4 2023
New holding
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
2,478
shares
|
$639,745
0.02% of portfolio
|
Q3 2022
New holding
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2024 Q2 2024 |
2,411
shares
|
$622,447
0.01% of portfolio
|
Q1 2024
Added 0.29%
|
|
Arbor Investment Advisors, LLC
|
Aug 05, 2024 Q2 2024 |
2,367
shares
|
$611,088
0.08% of portfolio
|
Q1 2024
Added 0.08%
|