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 153 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 |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
476,966
shares
|
$69.9 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
152,898
shares
|
$22.4 Million
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
118,942
shares
|
$17.4 Million
0.0% of portfolio
|
Q1 2024
Reduced 10.93%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
106,547
shares
|
$15.6 Million
0.0% of portfolio
|
Q2 2024
Reduced 27.63%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 15, 2024 Q2 2024 |
88,777
shares
|
$13 Million
0.54% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
86,519
shares
|
$12.7 Million
0.01% of portfolio
|
Q2 2024
Added 5.76%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
81,037
shares
|
$11.9 Million
0.03% of portfolio
|
Q2 2024
Added 6.01%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2024 Q2 2024 |
61,719
shares
|
$9.05 Million
1.47% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
56,168
shares
|
$8.23 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
West Hill Financial Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
53,417
shares
|
$7.83 Million
1.74% of portfolio
|
Q2 2024
Added 0.31%
|
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
52,110
shares
|
$7.64 Million
0.07% of portfolio
|
Q2 2024
Reduced 2.27%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
37,696
shares
|
$5.52 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.75%
|
|
|
Adviser Investments LLC
|
Aug 12, 2024 Q2 2024 |
37,085
shares
|
$5.44 Million
0.07% of portfolio
|
Q2 2024
Reduced 2.5%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
35,348
shares
|
$5.18 Million
0.03% of portfolio
|
Q2 2024
Added 0.31%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
32,397
shares
|
$4.75 Million
0.0% of portfolio
|
Q2 2024
Reduced 14.82%
|
|
|
Red Cedar Investment Management, LLC
|
Jul 25, 2024 Q2 2024 |
28,202
shares
|
$4.13 Million
0.52% of portfolio
|
Q2 2024
Reduced 25.04%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
27,619
shares
|
$4.05 Million
0.0% of portfolio
|
Q2 2024
Reduced 50.94%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
26,414
shares
|
$3.87 Million
0.01% of portfolio
|
Q2 2024
Added 9.14%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 14, 2024 Q2 2024 |
25,283
shares
|
$3.71 Million
0.0% of portfolio
|
Q4 2023
Reduced 0.24%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
24,492
shares
|
$3.59 Million
0.01% of portfolio
|
Q3 2023
Added 0.47%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
24,185
shares
|
$3.54 Million
0.0% of portfolio
|
Q2 2024
Added 150.91%
|
|
|
Jmac Enterprises LLC
|
Jul 30, 2024 Q2 2024 |
23,177
shares
|
$3.4 Million
0.56% of portfolio
|
Q2 2024
Added 1.79%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
22,688
shares
|
$3.33 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.08%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
22,484
shares
|
$3.3 Million
0.0% of portfolio
|
Q2 2024
Reduced 10.82%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
22,205
shares
|
$3.25 Million
0.05% of portfolio
|
Q2 2023
Reduced 6.47%
|