Institutional Ownership Vanguard Russell 2000 Value Et (VTWV)
This table provides information about the institutional ownership of Vanguard Russell 2000 Value Et (VTWV). We have compiled data on the 156 institutions that hold shares in the stock, with a total of 2.38 Million shares, which have been reported (via 13F filing form) to have a value of $346 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
451,660
shares
|
$65.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
157,302
shares
|
$22.9 Million
0.1% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
130,099
shares
|
$18.9 Million
0.0% of portfolio
|
Q3 2024
Added 9.38%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
97,540
shares
|
$14.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
95,995
shares
|
$14 Million
0.01% of portfolio
|
Q3 2024
Added 10.95%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
87,109
shares
|
$12.7 Million
0.53% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
80,124
shares
|
$11.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
72,468
shares
|
$10.5 Million
2.23% of portfolio
|
Q3 2024
Added 17.42%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
55,458
shares
|
$8.07 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
54,106
shares
|
$7.87 Million
1.79% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
51,447
shares
|
$7.49 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
37,000
shares
|
$5.38 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
34,916
shares
|
$5.08 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
34,881
shares
|
$5.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.47%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
33,646
shares
|
$4.9 Million
0.0% of portfolio
|
Q3 2024
Added 85.09%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
28,868
shares
|
$4.2 Million
0.0% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Red Cedar Investment Management, LLC
|
Oct 30, 2024 Q3 2024 |
28,483
shares
|
$4.14 Million
0.53% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
28,288
shares
|
$4.12 Million
0.01% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
26,215
shares
|
$3.81 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.08%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
26,012
shares
|
$3.79 Million
0.0% of portfolio
|
Q3 2024
Added 14.65%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
25,052
shares
|
$3.65 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
24,492
shares
|
$3.56 Million
0.01% of portfolio
|
Q3 2023
Added 0.47%
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
23,786
shares
|
$3.46 Million
0.57% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
22,205
shares
|
$3.23 Million
0.05% of portfolio
|
Q2 2023
Reduced 6.47%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
21,655
shares
|
$3.15 Million
0.05% of portfolio
|
Q1 2024
Reduced 2.48%
|