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 2.35 Million shares, which have been reported (via 13F filing form) to have a value of $434 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
303,586
shares
|
$56.1 Million
0.01% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Feb 14, 2025 Q4 2024 |
204,410
shares
|
$37.8 Million
0.34% of portfolio
|
Q4 2024
Reduced 43.68%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
168,978
shares
|
$31.2 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
127,059
shares
|
$23.5 Million
0.07% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
87,368
shares
|
$16.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
66,909
shares
|
$12.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
62,639
shares
|
$11.6 Million
0.09% of portfolio
|
Q4 2024
Added 12.42%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
59,944
shares
|
$11.1 Million
2.22% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
58,672
shares
|
$10.8 Million
0.0% of portfolio
|
Q4 2024
Added 10.38%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
58,536
shares
|
$10.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Feb 26, 2025 Q4 2024 |
55,510
shares
|
$10.3 Million
2.48% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
54,812
shares
|
$10.1 Million
0.17% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
52,443
shares
|
$9.7 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
45,157
shares
|
$8.35 Million
0.0% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
West Hill Financial Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
39,799
shares
|
$7.36 Million
1.7% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
39,225
shares
|
$7.25 Million
0.03% of portfolio
|
Q1 2025
Added 137.87%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
38,431
shares
|
$7.11 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
36,037
shares
|
$6.66 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
35,322
shares
|
$6.53 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
33,993
shares
|
$6.28 Million
0.83% of portfolio
|
Q1 2025
Added 2349.06%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
33,548
shares
|
$6.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
33,416
shares
|
$6.18 Million
0.04% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Riversedge Advisors, LLC
|
May 01, 2025 Q1 2025 |
24,335
shares
|
$4.5 Million
1.03% of portfolio
|
Q1 2025
Reduced 3.96%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
23,696
shares
|
$4.38 Million
0.04% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,585
shares
|
$4.36 Million
0.01% of portfolio
|
Q3 2024
Added 8.71%
|