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 $374 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ivc Wealth Advisors LLC
|
Oct 24, 2024 Q3 2024 |
8,680
shares
|
$1.37 Million
0.7% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
8,280
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.81%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
7,745
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.72%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
7,661
shares
|
$1.21 Million
0.23% of portfolio
|
Q3 2023
Reduced 2.23%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2024 Q3 2024 |
7,075
shares
|
$1.11 Million
0.12% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
7,056
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
6,947
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Added 46.56%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
6,592
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
6,568
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2024
Reduced 28.54%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,428
shares
|
$1.01 Million
0.39% of portfolio
|
Q3 2024
Reduced 10.27%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
6,100
shares
|
$960,811
0.08% of portfolio
|
Q3 2024
Reduced 18.68%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
6,079
shares
|
$957,503
0.07% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
5,970
shares
|
$940,334
0.12% of portfolio
|
Q3 2024
Added 52.84%
|
|
|
Bremer Bank National Association
|
Oct 17, 2024 Q3 2024 |
5,605
shares
|
$882,843
0.16% of portfolio
|
Q2 2021
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
5,525
shares
|
$870,242
0.07% of portfolio
|
Q3 2024
Reduced 8.25%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
5,283
shares
|
$832,125
0.0% of portfolio
|
Q3 2024
Added 16.29%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,031
shares
|
$792,432
0.0% of portfolio
|
Q3 2024
Added 42.0%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
4,803
shares
|
$756,520
0.01% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
4,783
shares
|
$753,370
0.0% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
4,712
shares
|
$742,187
0.01% of portfolio
|
Q3 2024
Added 11.42%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
4,707
shares
|
$741,399
0.17% of portfolio
|
Q3 2024
Added 6.93%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
4,670
shares
|
$735,571
0.0% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
4,615
shares
|
$726,908
0.03% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
4,441
shares
|
$699,501
0.19% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
4,425
shares
|
$696,981
0.0% of portfolio
|
Q3 2024
Reduced 3.02%
|