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 |
|---|---|---|---|---|---|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
2,010
shares
|
$292,093
0.04% of portfolio
|
Q3 2024
Added 11.67%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
2,007
shares
|
$291,657
0.0% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
1,890
shares
|
$274,654
0.0% of portfolio
|
Q3 2024
Reduced 22.06%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,810
shares
|
$263,029
0.0% of portfolio
|
Q2 2024
Reduced 49.86%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,804
shares
|
$262,157
0.0% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,770
shares
|
$257,216
0.0% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
1,738
shares
|
$252,566
0.01% of portfolio
|
Q4 2023
Reduced 0.17%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
1,697
shares
|
$246,608
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
1,680
shares
|
$244,137
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
1,670
shares
|
$242,684
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,575
shares
|
$228,879
0.0% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
1,541
shares
|
$223,938
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
1,522
shares
|
$221,177
0.01% of portfolio
|
Q2 2024
Reduced 43.92%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
1,505
shares
|
$218,706
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
1,400
shares
|
$203,448
0.06% of portfolio
|
Q3 2024
Reduced 17.65%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,298
shares
|
$188,625
0.0% of portfolio
|
Q3 2024
Added 24.09%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
1,120
shares
|
$162,758
0.03% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,055
shares
|
$153,312
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
1,038
shares
|
$150,842
0.04% of portfolio
|
Q2 2024
Added 1.86%
|
|
|
Belvedere Trading LLC
|
Nov 01, 2024 Q3 2024 |
1,000
shares
|
$145,320
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
950
shares
|
$138,054
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
944
shares
|
$137,182
0.01% of portfolio
|
Q3 2024
Added 14.42%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
791
shares
|
$114,948
0.0% of portfolio
|
Q3 2024
Reduced 27.16%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
790
shares
|
$114,802
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
765
shares
|
$111,169
0.0% of portfolio
|
Q4 2022
Reduced 4.97%
|