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 156 institutions that hold shares in the stock, with a total of 2.38 Million shares, which have been reported (via 13F filing form) to have a value of $345 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
4,389
shares
|
$637,809
0.0% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,280
shares
|
$621,969
0.07% of portfolio
|
Q3 2022
Added 12.19%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
4,246
shares
|
$617,028
0.0% of portfolio
|
Q2 2024
Reduced 11.76%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,234
shares
|
$615,284
0.0% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
3,936
shares
|
$571,979
0.01% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Nov 06, 2024 Q3 2024 |
3,627
shares
|
$527,075
0.35% of portfolio
|
Q4 2023
New holding
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
3,492
shares
|
$507,457
0.08% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
3,458
shares
|
$502,516
0.01% of portfolio
|
Q3 2024
Added 13.3%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
3,307
shares
|
$480,573
0.0% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
3,277
shares
|
$476,213
0.0% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
3,261
shares
|
$473,888
0.29% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
3,245
shares
|
$471,563
0.0% of portfolio
|
Q1 2024
Added 2.24%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
3,136
shares
|
$455,723
0.18% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
3,000
shares
|
$435,960
0.01% of portfolio
|
Q3 2023
Added 15.38%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,993
shares
|
$434,942
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stordahl Capital Management, Inc.
|
Oct 08, 2024 Q3 2024 |
2,914
shares
|
$423,462
0.1% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
2,885
shares
|
$419,248
0.0% of portfolio
|
Q3 2024
Reduced 29.12%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
2,710
shares
|
$393,817
0.27% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
2,673
shares
|
$388,440
0.03% of portfolio
|
Q3 2022
Reduced 65.84%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
2,581
shares
|
$375,070
0.03% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
2,528
shares
|
$367,368
0.01% of portfolio
|
Q2 2023
Reduced 2.02%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
2,355
shares
|
$342,228
0.0% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
2,345
shares
|
$340,775
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
2,246
shares
|
$326,388
0.02% of portfolio
|
Q3 2024
Reduced 11.37%
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
2,100
shares
|
$305,172
0.04% of portfolio
|
Q4 2023
Reduced 47.22%
|