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 |
---|---|---|---|---|---|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
4,246
shares
|
$622,548
0.0% of portfolio
|
Q2 2024
Reduced 11.76%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,234
shares
|
$620,789
0.0% of portfolio
|
Q3 2024
Added 0.88%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
4,229
shares
|
$620,055
0.01% of portfolio
|
Q2 2024
Added 2.2%
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 13, 2024 Q2 2024 |
4,167
shares
|
$610,965
0.01% of portfolio
|
Q2 2024
Reduced 1.74%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
4,070
shares
|
$596,743
0.0% of portfolio
|
Q2 2024
Reduced 8.5%
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 15, 2024 Q2 2024 |
3,906
shares
|
$572,697
0.1% of portfolio
|
Q2 2024
Added 7.93%
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Oct 18, 2024 Q2 2024 |
3,627
shares
|
$531,790
0.33% of portfolio
|
Q4 2023
New holding
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
3,543
shares
|
$519,474
0.0% of portfolio
|
Q1 2024
New holding
|
|
Tennessee Valley Asset Management Partners
|
Aug 09, 2024 Q2 2024 |
3,518
shares
|
$515,809
0.09% of portfolio
|
Q2 2024
New holding
|
|
Vawter Financial, Ltd.
Columbus, OH |
Aug 02, 2024 Q2 2024 |
3,345
shares
|
$490,443
0.31% of portfolio
|
Q2 2024
Reduced 15.21%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
3,278
shares
|
$480,620
0.0% of portfolio
|
Q1 2024
Reduced 4.21%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
3,245
shares
|
$475,781
0.0% of portfolio
|
Q1 2024
Added 2.24%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
3,219
shares
|
$471,969
0.0% of portfolio
|
Q2 2024
Added 9.53%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
3,052
shares
|
$447,484
0.01% of portfolio
|
Q2 2024
Added 5.24%
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
3,000
shares
|
$439,860
0.01% of portfolio
|
Q3 2023
Added 15.38%
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 02, 2024 Q2 2024 |
2,944
shares
|
$431,649
0.16% of portfolio
|
Q2 2024
Added 4.69%
|
|
Stordahl Capital Management, Inc.
|
Oct 08, 2024 Q3 2024 |
2,914
shares
|
$427,250
0.1% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
2,813
shares
|
$412,442
0.01% of portfolio
|
Q2 2024
New holding
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Aug 13, 2024 Q2 2024 |
2,788
shares
|
$408,776
0.21% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
2,673
shares
|
$391,915
0.03% of portfolio
|
Q3 2022
Reduced 65.84%
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
2,581
shares
|
$378,426
0.03% of portfolio
|
Q3 2024
Added 0.98%
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Aug 09, 2024 Q2 2024 |
2,563
shares
|
$375,787
0.37% of portfolio
|
Q2 2024
New holding
|
|
Rmb Capital Management, LLC
|
Aug 13, 2024 Q2 2024 |
2,528
shares
|
$370,655
0.01% of portfolio
|
Q2 2023
Reduced 2.02%
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
2,425
shares
|
$355,553
0.0% of portfolio
|
Q2 2024
Reduced 4.38%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
2,345
shares
|
$343,823
0.01% of portfolio
|
Q3 2024
New holding
|