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 |
---|---|---|---|---|---|
Prudential Financial Inc
Newark, NJ |
Aug 13, 2024 Q2 2024 |
2,307
shares
|
$338,252
0.0% of portfolio
|
Q2 2024
Added 3.13%
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
2,246
shares
|
$329,308
0.02% of portfolio
|
Q3 2024
Reduced 11.37%
|
|
Portland Global Advisors LLC
|
Aug 13, 2024 Q2 2024 |
2,100
shares
|
$307,902
0.04% of portfolio
|
Q4 2023
Reduced 47.22%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
2,012
shares
|
$294,999
0.0% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
1,933
shares
|
$283,416
0.0% of portfolio
|
Q2 2024
Reduced 24.99%
|
|
Fiduciary Trust CO
Boston, MA |
Aug 14, 2024 Q2 2024 |
1,810
shares
|
$265,382
0.0% of portfolio
|
Q2 2024
Reduced 49.86%
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,804
shares
|
$264,502
0.0% of portfolio
|
Q3 2024
Added 1.01%
|
|
True Private Wealth Advisors
|
Jul 16, 2024 Q2 2024 |
1,800
shares
|
$263,916
0.03% of portfolio
|
Q2 2024
Added 14.29%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
1,769
shares
|
$259,370
0.0% of portfolio
|
Q2 2024
Added 10.56%
|
|
First Western Trust Bank
Denver, CO |
Aug 02, 2024 Q2 2024 |
1,738
shares
|
$254,825
0.01% of portfolio
|
Q4 2023
Reduced 0.17%
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
1,670
shares
|
$244,855
0.08% of portfolio
|
Q3 2023
New holding
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
1,586
shares
|
$232,539
0.0% of portfolio
|
Q2 2024
Reduced 33.36%
|
|
Bailard, Inc.
|
Jul 25, 2024 Q2 2024 |
1,522
shares
|
$223,155
0.01% of portfolio
|
Q2 2024
Reduced 43.92%
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
1,505
shares
|
$220,663
0.03% of portfolio
|
Q4 2023
New holding
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
1,400
shares
|
$205,268
0.06% of portfolio
|
Q3 2024
Reduced 17.65%
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
1,120
shares
|
$164,214
0.03% of portfolio
|
Q3 2024
Added 0.54%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
1,086
shares
|
$159,229
0.01% of portfolio
|
Q2 2024
Reduced 30.83%
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
1,046
shares
|
$153,364
0.0% of portfolio
|
Q2 2024
New holding
|
|
Archer Investment Corp
|
Aug 02, 2024 Q2 2024 |
1,038
shares
|
$152,191
0.04% of portfolio
|
Q2 2024
Added 1.86%
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
950
shares
|
$139,289
0.04% of portfolio
|
Q4 2021
New holding
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
825
shares
|
$120,961
0.01% of portfolio
|
Q4 2022
Added 565.32%
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
790
shares
|
$115,829
0.0% of portfolio
|
Q2 2024
New holding
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
765
shares
|
$112,164
0.0% of portfolio
|
Q4 2022
Reduced 4.97%
|
|
Gleason Group, Inc.
|
Oct 15, 2024 Q3 2024 |
747
shares
|
$109,525
0.02% of portfolio
|
Q3 2024
Added 159.38%
|
|
Farmers & Merchants Investments Inc
|
Aug 05, 2024 Q2 2024 |
746
shares
|
$109,378
0.0% of portfolio
|
Q2 2024
New holding
|