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 2.59 Million shares, which have been reported (via 13F filing form) to have a value of $355 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
4,999
shares
|
$684,613
0.01% of portfolio
|
Q4 2024
Added 6.09%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
4,823
shares
|
$660,509
0.01% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Feb 14, 2025 Q4 2024 |
4,810
shares
|
$658,729
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
4,699
shares
|
$643,528
0.0% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
4,675
shares
|
$640,241
0.0% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Feb 13, 2025 Q4 2024 |
4,621
shares
|
$632,845
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
4,560
shares
|
$624,492
0.2% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
4,550
shares
|
$623,122
0.0% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
4,507
shares
|
$617,233
0.03% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Feb 20, 2025 Q4 2024 |
4,475
shares
|
$612,851
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
4,371
shares
|
$598,608
0.0% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,280
shares
|
$586,146
0.07% of portfolio
|
Q3 2022
Added 12.19%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
4,246
shares
|
$581,489
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
|
$579,846
0.0% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
4,115
shares
|
$563,549
0.05% of portfolio
|
Q4 2024
Reduced 32.54%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
3,816
shares
|
$522,601
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
3,766
shares
|
$515,753
0.01% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Feb 11, 2025 Q4 2024 |
3,627
shares
|
$496,717
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
3,492
shares
|
$478,229
0.08% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
3,491
shares
|
$478,092
0.01% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,465
shares
|
$474,531
0.0% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
3,407
shares
|
$466,588
0.0% of portfolio
|
Q4 2024
Added 18.09%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
3,333
shares
|
$456,454
0.0% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
3,261
shares
|
$446,593
0.28% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
3,245
shares
|
$444,402
0.0% of portfolio
|
Q1 2024
Added 2.24%
|