VTWG Institutional Ownership
Vanguard Russell 2000 Growth ETF
1W: +0.2%
1M: -3.8%
3M: -7.4%
YTD: +10.3%
1Y: +12.7%
3Y: +64.1%
5Y: +22.6%
$263.55
+2.50 (+0.96%)
Weekly Expected Move ±1.9%
$253
$258
$264
$269
$274
Overview
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Holdings
Changes
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Analysis
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Short Interest
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Institutional Ownership — VTWG
231
Institutional Holders
+13 vs prior quarter
0.0%
Ownership
+0.00pp
782M
Total Invested
33
New Positions
63
Increased
82
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (244 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 308,503 | 81M | +3,135 | +1.0% | 15Q | SEC ↗ |
| 2 | MORGAN STANLEY | 257,410 | 68M | +34,348 | +15.4% | 60Q | SEC ↗ |
| 3 | Pathstone Holdings, LLC | 172,944 | 46M | +4,357 | +2.6% | 9Q | SEC ↗ |
| 4 | ASSETMARK, INC | 113,045 | 30M | -1,754 | -1.5% | 30Q | SEC ↗ |
| 5 | OSAIC HOLDINGS, INC. | 101,066 | 27M | +2,024 | +2.0% | 26Q | SEC ↗ |
| 6 | TFC Financial Management, Inc. | 87,140 | 23M | +4,765 | +5.8% | 2Q | SEC ↗ |
| 7 | LPL Financial LLC | 78,870 | 21M | +16,158 | +25.8% | 54Q | SEC ↗ |
| 8 | WELLS FARGO & COMPANY/MN | 75,664 | 20M | +2,226 | +3.0% | 63Q | SEC ↗ |
| 9 | AMERIPRISE FINANCIAL INC | 75,181 | 20M | -286 | -0.4% | 16Q | SEC ↗ |
| 10 | Systelligence, LLC | 67,915 | 18M | -6,093 | -8.2% | 3Q | SEC ↗ |
| 11 | AMG National Trust Bank | 54,279 | 14M | +20,589 | +61.1% | 7Q | SEC ↗ |
| 12 | Sound Income Strategies, LLC | 54,217 | 14M | +7,637 | +16.4% | 6Q | SEC ↗ |
| 13 | UBS Group AG | 49,393 | 13M | -2,474 | -4.8% | 47Q | SEC ↗ |
| 14 | Equitable Holdings, Inc. | 49,292 | 13M | -2,993 | -5.7% | 27Q | SEC ↗ |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 42,219 | 11M | -1,639 | -3.7% | 32Q | SEC ↗ |
| 16 | WestHill Financial Advisors, Inc. | 41,503 | 11M | -198 | -0.5% | 20Q | SEC ↗ |
| 17 | RAYMOND JAMES FINANCIAL INC | 39,615 | 10M | -622 | -1.5% | 7Q | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 39,370 | 10M | -1,436 | -3.5% | 24Q | SEC ↗ |
| 19 | Cetera Investment Advisers | 37,169 | 10M | -913 | -2.4% | 23Q | SEC ↗ |
| 20 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 34,002 | 9M | +276 | +0.8% | 31Q | SEC ↗ |
| 21 | Institute for Wealth Management, LLC. | 32,625 | 9M | -1,017 | -3.0% | 9Q | SEC ↗ |
| 22 | LJI Wealth Management, LLC | 31,517 | 8M | -2,216 | -6.6% | 9Q | SEC ↗ |
| 23 | STIFEL FINANCIAL CORP | 29,201 | 8M | +7,713 | +35.9% | 14Q | SEC ↗ |
| 24 | CWM, LLC | 27,564 | 7M | -2,621 | -8.7% | 18Q | SEC ↗ |
| 25 | Nvest Financial, LLC | 27,103 | 7M | +2,256 | +9.1% | 3Q | SEC ↗ |
| 26 | Centric Wealth Management | 24,280 | 6M | +7,127 | +41.5% | 5Q | SEC ↗ |
| 27 | WESTWOOD HOLDINGS GROUP INC | 23,922 | 6M | -3,416 | -12.5% | 19Q | SEC ↗ |
| 28 | Fifth Third Securities, Inc. | 23,571 | 6M | -1,443 | -5.8% | 17Q | SEC ↗ |
| 29 | ROYAL BANK OF CANADA | 22,662 | 6M | -6,013 | -21.0% | 58Q | SEC ↗ |
| 30 | RIVERSEDGE ADVISORS, LLC | 21,783 | 6M | -453 | -2.0% | 26Q | SEC ↗ |
| 31 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21,507 | 6M | -10,025 | -31.8% | 6Q | SEC ↗ |
| 32 | HighTower Advisors, LLC | 20,675 | 5M | -3,842 | -15.7% | 22Q | SEC ↗ |
| 33 | Kestra Advisory Services, LLC | 20,081 | 5M | -14,472 | -41.9% | 24Q | SEC ↗ |
| 34 | Savant Capital, LLC | 19,787 | 5M | +9,857 | +99.3% | 12Q | SEC ↗ |
| 35 | TD Waterhouse Canada Inc. | 19,203 | 5M | -466 | -2.4% | 10Q | SEC ↗ |
| 36 | Virtue Capital Management, LLC | 18,829 | 5M | +1,470 | +8.5% | 21Q | SEC ↗ |
| 37 | Brandywine Asset Management, Inc. | 18,550 | 5M | +26 | +0.1% | 2Q | SEC ↗ |
| 38 | Vestmark Advisory Solutions, Inc. NEW | 18,061 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 39 | GOLDMAN SACHS GROUP INC | 17,654 | 5M | +8,447 | +91.7% | 15Q | SEC ↗ |
| 40 | RWA WEALTH PARTNERS, LLC | 17,629 | 5M | +550 | +3.2% | 11Q | SEC ↗ |
| 41 | JPMORGAN CHASE & CO | 17,538 | 5M | +7,101 | +68.0% | 22Q | SEC ↗ |
| 42 | Allegheny Financial Group | 16,440 | 4M | -366 | -2.2% | 17Q | SEC ↗ |
| 43 | IVC Wealth Advisors LLC | 16,314 | 4M | -280 | -1.7% | 23Q | SEC ↗ |
| 44 | COMMERCE BANK | 16,180 | 4M | +1,775 | +12.3% | 18Q | SEC ↗ |
| 45 | Creative Planning | 13,520 | 4M | -168 | -1.2% | 25Q | SEC ↗ |
| 46 | Vermillion Wealth Management, Inc. | 13,504 | 4M | +772 | +6.1% | 7Q | SEC ↗ |
| 47 | FIDUCIENT ADVISORS LLC NEW | 12,911 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 48 | National Philanthropic Trust | 12,147 | 3M | +236 | +2.0% | 4Q | SEC ↗ |
| 49 | CITADEL ADVISORS LLC NEW | 11,843 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 50 | Grey Fox Wealth Advisors, LLC | 11,822 | 3M | +706 | +6.4% | 15Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Vestmark Advisory Solutions, Inc. | 18,061 | 5M |
| FIDUCIENT ADVISORS LLC | 12,911 | 3M |
| CITADEL ADVISORS LLC | 11,843 | 3M |
| Belvedere Trading LLC | 2,890 | 762K |
| Global Retirement Partners, LLC | 2,320 | 611K |
| FLOW TRADERS U.S. LLC | 2,127 | 561K |
| HRT FINANCIAL LP | 1,603 | 422K |
| Westover Capital Advisors, LLC | 1,313 | 346K |
| Atria Investments, Inc | 1,308 | 345K |
| Oxbow Advisors, LLC | 1,218 | 321K |
| Corient Private Wealth LP | 1,001 | 264K |
| Waverly Advisors, LLC | 862 | 227K |
| Avise Financial Cooperative, Inc. | 839 | 221K |
| Relyea Zuckerberg Hanson LLC | 825 | 217K |
| MISSION WEALTH MANAGEMENT, LP | 791 | 208K |
| Tennessee Valley Asset Management P | 777 | 205K |
| Main Street Financial Solutions, LL | 760 | 200K |
| Winter & Associates, Inc. | 756 | 199K |
| Caprock Group, LLC | 725 | 191K |
| EWA, LLC | 705 | 186K |
Sold Out (16)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Kingsview Wealth Management, LLC | 31,614 | 8M |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 1,585 | 418K |
| TWO SIGMA SECURITIES, LLC | 1,468 | 387K |
| WRAPMANAGER INC | 1,123 | 296K |
| CreativeOne Wealth, LLC | 928 | 245K |
| Foundations Investment Advisors, LL | 877 | 231K |
| MAI Capital Management | 680 | 179K |
| Western Wealth Management, LLC | 194 | 51K |
| CITIGROUP INC | 129 | 34K |
| SOA Wealth Advisors, LLC. | 112 | 30K |
| Coastline Trust Co | 79 | 21K |
| Laurel Wealth Advisors LLC | 25 | 7K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 15 | 4K |
| SageView Advisory Group, LLC | 14 | 4K |
| Legacy Wealth Managment, LLC/ID | 5 | 1K |
| BRIDGE GENERATIONS WEALTH MANAGEMEN | 4 | 1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +34,348 | +15.4% | 257,410 |
| AMG National Trust Bank | +20,589 | +61.1% | 54,279 |
| LPL Financial LLC | +16,158 | +25.8% | 78,870 |
| Savant Capital, LLC | +9,857 | +99.3% | 19,787 |
| GOLDMAN SACHS GROUP INC | +8,447 | +91.7% | 17,654 |
| STIFEL FINANCIAL CORP | +7,713 | +35.9% | 29,201 |
| Sound Income Strategies, LLC | +7,637 | +16.4% | 54,217 |
| Centric Wealth Management | +7,127 | +41.5% | 24,280 |
| JPMORGAN CHASE & CO | +7,101 | +68.0% | 17,538 |
| TFC Financial Management, Inc. | +4,765 | +5.8% | 87,140 |
| Pathstone Holdings, LLC | +4,357 | +2.6% | 172,944 |
| BANK OF AMERICA CORP /DE | +3,135 | +1.0% | 308,503 |
| Nvest Financial, LLC | +2,256 | +9.1% | 27,103 |
| WELLS FARGO & COMPANY/MN | +2,226 | +3.0% | 75,664 |
| OSAIC HOLDINGS, INC. | +2,024 | +2.0% | 101,066 |
| COMMERCE BANK | +1,775 | +12.3% | 16,180 |
| Virtue Capital Management, LLC | +1,470 | +8.5% | 18,829 |
| AQR CAPITAL MANAGEMENT LLC | +1,318 | +13.5% | 11,099 |
| OPPENHEIMER & CO INC | +1,163 | +14.3% | 9,278 |
| TD PRIVATE CLIENT WEALTH LLC | +1,019 | +30.7% | 4,338 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Private Advisor Group, LLC | -68,229 | -95.6% | 3,166 |
| Kestra Advisory Services, LLC | -14,472 | -41.9% | 20,081 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -10,025 | -31.8% | 21,507 |
| GTS SECURITIES LLC | -6,919 | -52.1% | 6,363 |
| Systelligence, LLC | -6,093 | -8.2% | 67,915 |
| ROYAL BANK OF CANADA | -6,013 | -21.0% | 22,662 |
| HighTower Advisors, LLC | -3,842 | -15.7% | 20,675 |
| WESTWOOD HOLDINGS GROUP INC | -3,416 | -12.5% | 23,922 |
| Equitable Holdings, Inc. | -2,993 | -5.7% | 49,292 |
| CWM, LLC | -2,621 | -8.7% | 27,564 |
| Tower Research Capital LLC (TRC) | -2,495 | -48.9% | 2,604 |
| UBS Group AG | -2,474 | -4.8% | 49,393 |
| IEQ CAPITAL, LLC | -2,453 | -21.0% | 9,222 |
| LJI Wealth Management, LLC | -2,216 | -6.6% | 31,517 |
| ASSETMARK, INC | -1,754 | -1.5% | 113,045 |
| ENVESTNET ASSET MANAGEMENT INC | -1,639 | -3.7% | 42,219 |
| Fifth Third Securities, Inc. | -1,443 | -5.8% | 23,571 |
| Rockefeller Capital Management L.P. | -1,436 | -3.5% | 39,370 |
| Gladstone Institutional Advisory LL | -1,399 | -39.9% | 2,108 |
| Keystone Global Partners, LLC | -1,367 | -17.3% | 6,543 |