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 |
|---|---|---|---|---|---|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Feb 13, 2025 Q4 2024 |
3,194
shares
|
$425,919
0.18% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
3,192
shares
|
$425,653
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
3,054
shares
|
$407,250
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
3,000
shares
|
$400,050
0.01% of portfolio
|
Q3 2023
Added 15.38%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,830
shares
|
$377,380
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
2,782
shares
|
$370,979
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
2,722
shares
|
$362,978
0.09% of portfolio
|
Q4 2024
Reduced 6.59%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
2,714
shares
|
$361,911
0.26% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
2,680
shares
|
$357,378
0.01% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
2,673
shares
|
$356,444
0.03% of portfolio
|
Q3 2022
Reduced 65.84%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
2,596
shares
|
$346,176
0.03% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,588
shares
|
$345,109
0.03% of portfolio
|
Q4 2024
Added 15.23%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,528
shares
|
$337,108
0.01% of portfolio
|
Q2 2023
Reduced 2.02%
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
2,110
shares
|
$281,368
0.04% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Portland Global Advisors LLC
|
Feb 12, 2025 Q4 2024 |
2,100
shares
|
$280,035
0.04% of portfolio
|
Q4 2023
Reduced 47.22%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
2,022
shares
|
$269,633
0.0% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,990
shares
|
$265,366
0.0% of portfolio
|
Q4 2024
Added 10.31%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
1,954
shares
|
$260,565
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
1,914
shares
|
$255,231
0.01% of portfolio
|
Q4 2024
Added 13.93%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
1,821
shares
|
$242,830
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
1,802
shares
|
$240,296
0.0% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,775
shares
|
$236,696
0.06% of portfolio
|
Q4 2024
Added 15.18%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,770
shares
|
$236,029
0.0% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
1,738
shares
|
$231,762
0.01% of portfolio
|
Q4 2023
Reduced 0.17%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
1,670
shares
|
$222,694
0.08% of portfolio
|
Q3 2023
New holding
|