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 154 institutions that hold shares in the stock, with a total of 2.37 Million shares, which have been reported (via 13F filing form) to have a value of $347 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Aug 12, 2024 Q2 2024 |
21,855
shares
|
$3.2 Million
0.54% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
21,655
shares
|
$3.18 Million
0.05% of portfolio
|
Q1 2024
Reduced 2.48%
|
|
Institute For Wealth Management, Llc.
|
Jul 25, 2024 Q2 2024 |
21,501
shares
|
$3.15 Million
0.39% of portfolio
|
Q2 2024
Added 96.25%
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2024 Q2 2024 |
20,560
shares
|
$3.01 Million
0.14% of portfolio
|
Q2 2024
New holding
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
18,679
shares
|
$2.74 Million
0.72% of portfolio
|
Q2 2023
Reduced 1.51%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
18,178
shares
|
$2.67 Million
0.0% of portfolio
|
Q2 2024
Added 169.62%
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
17,611
shares
|
$2.58 Million
0.2% of portfolio
|
Q3 2024
Added 4.35%
|
|
Rodgers & Associates, LTD
|
Oct 21, 2024 Q3 2024 |
17,502
shares
|
$2.57 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 07, 2024 Q2 2024 |
17,312
shares
|
$2.54 Million
0.01% of portfolio
|
Q1 2024
Added 0.18%
|
|
Phoenix Wealth Advisors
|
Jul 17, 2024 Q2 2024 |
16,975
shares
|
$2.49 Million
1.14% of portfolio
|
Q2 2024
Added 6.11%
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
16,364
shares
|
$2.4 Million
0.37% of portfolio
|
Q3 2022
New holding
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,775
shares
|
$2.31 Million
0.0% of portfolio
|
Q3 2024
Added 0.56%
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
15,683
shares
|
$2.3 Million
0.16% of portfolio
|
Q4 2022
Added 1.76%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
14,373
shares
|
$2.11 Million
0.0% of portfolio
|
Q2 2024
Added 3.04%
|
|
Wealth Dimensions Group, Ltd.
|
Aug 09, 2024 Q2 2024 |
14,204
shares
|
$2.08 Million
0.54% of portfolio
|
Q2 2024
Reduced 1.12%
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
13,257
shares
|
$1.94 Million
0.01% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
12,846
shares
|
$1.88 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
12,273
shares
|
$1.8 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.58%
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
11,855
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.37%
|
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
Jul 30, 2024 Q2 2024 |
11,250
shares
|
$1.65 Million
0.63% of portfolio
|
Q3 2021
Reduced 1.49%
|
|
Lbj Family Wealth Advisors, Ltd.
|
Oct 01, 2024 Q3 2024 |
10,721
shares
|
$1.57 Million
0.93% of portfolio
|
Q1 2024
Added 1.82%
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
10,572
shares
|
$1.55 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
9,181
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2024
Reduced 25.04%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
9,083
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2024
Added 1.23%
|
|
Commerce Bank
Kansas City, MO |
Aug 12, 2024 Q2 2024 |
8,485
shares
|
$1.24 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.02%
|