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 |
|---|---|---|---|---|---|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
1,644
shares
|
$225,145
0.0% of portfolio
|
Q4 2024
Added 55.83%
|
|
|
Nvest Financial, LLC
|
Jan 22, 2025 Q4 2024 |
1,559
shares
|
$213,505
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
1,522
shares
|
$208,437
0.01% of portfolio
|
Q2 2024
Reduced 43.92%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,504
shares
|
$205,972
0.0% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
1,400
shares
|
$191,729
0.06% of portfolio
|
Q3 2024
Reduced 17.65%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,316
shares
|
$180,226
0.0% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,227
shares
|
$168,037
0.0% of portfolio
|
Q4 2024
Added 1127.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
1,127
shares
|
$154,342
0.02% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
1,127
shares
|
$154,342
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
1,038
shares
|
$142,154
0.04% of portfolio
|
Q2 2024
Added 1.86%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
950
shares
|
$130,102
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
948
shares
|
$129,828
0.06% of portfolio
|
Q4 2024
Reduced 44.14%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
944
shares
|
$129,280
0.01% of portfolio
|
Q3 2024
Added 14.42%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
791
shares
|
$108,327
0.0% of portfolio
|
Q3 2024
Reduced 27.16%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
790
shares
|
$108,190
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
765
shares
|
$104,766
0.0% of portfolio
|
Q4 2022
Reduced 4.97%
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
752
shares
|
$102,986
0.02% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
746
shares
|
$102,164
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
680
shares
|
$93,125
0.0% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
558
shares
|
$76,418
0.01% of portfolio
|
Q4 2023
Added 0.72%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
541
shares
|
$74,089
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
364
shares
|
$49,849
0.0% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
350
shares
|
$47,932
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
284
shares
|
$38,893
0.0% of portfolio
|
Q3 2024
Added 468.0%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
196
shares
|
$26,842
0.0% of portfolio
|
Q1 2023
Added 2.62%
|