Institutional Ownership Vanguard Russell 2000 Growth E (VTWG)
This table provides information about the institutional ownership of Vanguard Russell 2000 Growth E (VTWG). We have compiled data on the 174 institutions that hold shares in the stock, with a total of 2.27 Million shares, which have been reported (via 13F filing form) to have a value of $438 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Professional Advisory Services Inc
|
Jan 15, 2025 Q4 2024 |
1,675
shares
|
$323,626
0.05% of portfolio
|
Q2 2020
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
1,660
shares
|
$320,728
0.01% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,634
shares
|
$315,705
0.02% of portfolio
|
Q4 2024
Added 10.93%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
1,575
shares
|
$304,305
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
1,558
shares
|
$301,021
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
1,538
shares
|
$297,156
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,491
shares
|
$288,076
0.01% of portfolio
|
Q4 2024
Added 32.42%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
1,483
shares
|
$286,530
0.21% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
1,417
shares
|
$273,778
0.19% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
1,391
shares
|
$268,755
0.0% of portfolio
|
Q4 2024
Added 32.98%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
1,388
shares
|
$268,175
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Valued Retirements, Inc.
Houston, TX |
Feb 10, 2025 Q4 2024 |
1,372
shares
|
$265,084
0.39% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
1,365
shares
|
$263,731
0.14% of portfolio
|
Q4 2024
Added 144.62%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
1,300
shares
|
$251,173
0.16% of portfolio
|
Q3 2023
New holding
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
1,281
shares
|
$247,502
0.03% of portfolio
|
Q3 2024
Reduced 28.36%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
1,242
shares
|
$239,966
0.0% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
1,208
shares
|
$233,397
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,185
shares
|
$228,953
0.01% of portfolio
|
Q4 2024
Reduced 26.4%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,178
shares
|
$227,601
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
1,132
shares
|
$218,713
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
1,093
shares
|
$211,178
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,054
shares
|
$203,643
0.01% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
1,013
shares
|
$195,721
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
1,000
shares
|
$193,210
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
891
shares
|
$172,150
0.14% of portfolio
|
Q4 2024
New holding
|