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 171 institutions that hold shares in the stock, with a total of 2.6 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 |
|---|---|---|---|---|---|
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
Feb 06, 2025 Q4 2024 |
11,250
shares
|
$1.5 Million
0.62% of portfolio
|
Q3 2021
Reduced 1.49%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
10,851
shares
|
$1.45 Million
0.0% of portfolio
|
Q4 2024
Reduced 28.03%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
10,311
shares
|
$1.37 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Jordan Park Group LLC
|
Feb 03, 2025 Q4 2024 |
9,913
shares
|
$1.32 Million
0.11% of portfolio
|
Q4 2024
Added 10.07%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
9,726
shares
|
$1.3 Million
0.01% of portfolio
|
Q4 2024
Added 224.96%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
9,068
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Ivc Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
8,600
shares
|
$1.15 Million
0.7% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
8,088
shares
|
$1.08 Million
0.16% of portfolio
|
Q4 2024
Reduced 18.13%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
7,957
shares
|
$1.06 Million
0.16% of portfolio
|
Q4 2024
Added 33.28%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
7,661
shares
|
$1.02 Million
0.23% of portfolio
|
Q3 2023
Reduced 2.23%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
7,550
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.82%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
7,531
shares
|
$1 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
7,367
shares
|
$982,389
0.11% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
6,965
shares
|
$928,782
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
6,628
shares
|
$883,843
0.03% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
6,469
shares
|
$862,641
0.0% of portfolio
|
Q4 2024
Added 22.45%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
6,428
shares
|
$857,173
0.4% of portfolio
|
Q3 2024
Reduced 10.27%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
6,180
shares
|
$824,103
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
6,118
shares
|
$815,835
0.01% of portfolio
|
Q4 2024
Reduced 6.85%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
6,079
shares
|
$810,634
0.06% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Morangie Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,929
shares
|
$790,632
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
5,721
shares
|
$762,895
0.22% of portfolio
|
Q4 2024
Added 21.54%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
5,480
shares
|
$730,758
0.07% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,307
shares
|
$707,688
0.02% of portfolio
|
Q4 2024
Reduced 24.79%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
5,031
shares
|
$670,883
0.0% of portfolio
|
Q3 2024
Added 42.0%
|