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 2.37 Million shares, which have been reported (via 13F filing form) to have a value of $351 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
21,340
shares
|
$3.16 Million
0.39% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
21,017
shares
|
$3.11 Million
0.54% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
20,709
shares
|
$3.07 Million
1.3% of portfolio
|
Q4 2024
Added 10.41%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
20,560
shares
|
$3.05 Million
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
19,555
shares
|
$2.9 Million
0.04% of portfolio
|
Q4 2024
Reduced 9.7%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
18,679
shares
|
$2.77 Million
0.72% of portfolio
|
Q2 2023
Reduced 1.51%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
18,655
shares
|
$2.76 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
18,592
shares
|
$2.75 Million
0.24% of portfolio
|
Q4 2024
Added 5.57%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
16,697
shares
|
$2.47 Million
0.29% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
16,364
shares
|
$2.42 Million
0.37% of portfolio
|
Q3 2022
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
15,938
shares
|
$2.36 Million
0.0% of portfolio
|
Q3 2024
Reduced 34.1%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,775
shares
|
$2.34 Million
0.0% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
15,683
shares
|
$2.32 Million
0.16% of portfolio
|
Q4 2022
Added 1.76%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
15,078
shares
|
$2.23 Million
0.0% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
14,162
shares
|
$2.1 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
12,848
shares
|
$1.9 Million
0.03% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
12,316
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,279
shares
|
$1.82 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
11,855
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.37%
|
|
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
Nov 14, 2024 Q3 2024 |
11,250
shares
|
$1.67 Million
0.65% of portfolio
|
Q3 2021
Reduced 1.49%
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Jan 06, 2025 Q4 2024 |
10,721
shares
|
$1.59 Million
0.92% of portfolio
|
Q1 2024
Added 1.82%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
10,311
shares
|
$1.53 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
9,879
shares
|
$1.46 Million
0.21% of portfolio
|
Q3 2024
Added 28.38%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
9,240
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Jordan Park Group LLC
|
Nov 14, 2024 Q3 2024 |
9,006
shares
|
$1.33 Million
0.1% of portfolio
|
Q3 2024
New holding
|