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 165 institutions that hold shares in the stock, with a total of 2.52 Million shares, which have been reported (via 13F filing form) to have a value of $372 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
22,680
shares
|
$3.34 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
22,205
shares
|
$3.27 Million
0.05% of portfolio
|
Q2 2023
Reduced 6.47%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
21,340
shares
|
$3.14 Million
0.39% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
21,204
shares
|
$3.12 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
21,017
shares
|
$3.1 Million
0.54% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
20,709
shares
|
$3.05 Million
1.3% of portfolio
|
Q4 2024
Added 10.41%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
19,555
shares
|
$2.88 Million
0.04% of portfolio
|
Q4 2024
Reduced 9.7%
|
|
|
Red Cedar Investment Management, LLC
|
Jan 30, 2025 Q4 2024 |
19,109
shares
|
$2.82 Million
0.35% of portfolio
|
Q4 2024
Reduced 32.91%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
18,679
shares
|
$2.75 Million
0.72% of portfolio
|
Q2 2023
Reduced 1.51%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
18,655
shares
|
$2.75 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
18,592
shares
|
$2.74 Million
0.24% of portfolio
|
Q4 2024
Added 5.57%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
16,697
shares
|
$2.46 Million
0.29% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
16,364
shares
|
$2.41 Million
0.37% of portfolio
|
Q3 2022
New holding
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
16,252
shares
|
$2.4 Million
0.12% of portfolio
|
Q4 2024
Reduced 20.95%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,775
shares
|
$2.32 Million
0.0% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
15,683
shares
|
$2.31 Million
0.16% of portfolio
|
Q4 2022
Added 1.76%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
15,430
shares
|
$2.27 Million
0.0% of portfolio
|
Q4 2024
Reduced 54.14%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
14,756
shares
|
$2.17 Million
0.01% of portfolio
|
Q4 2024
Added 90.52%
|
|
|
Wealth Dimensions Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
14,134
shares
|
$2.08 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
12,850
shares
|
$1.89 Million
0.03% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
12,632
shares
|
$1.86 Million
0.0% of portfolio
|
Q4 2024
Added 6.55%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
12,384
shares
|
$1.83 Million
0.0% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
11,301
shares
|
$1.67 Million
0.0% of portfolio
|
Q4 2024
Reduced 29.09%
|
|
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
Feb 06, 2025 Q4 2024 |
11,250
shares
|
$1.66 Million
0.62% of portfolio
|
Q3 2021
Reduced 1.49%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
10,851
shares
|
$1.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 28.03%
|