Purchases and Sales Made in Q1 2025 in Vanguard Russell 1000 ETF (VONE)
This table provides information about the institutional ownership of Vanguard Russell 1000 ETF (VONE) during Q1 2025. The information is specifically focused on institutions that hold shares of VANGUARD RUSSELL 1000 ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.18K+ 2.85% |
$294K - $328K
|
42.4K
$11.5M
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
1.14KNew |
$284K - $317K
|
1.14K
$307K
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
1.06K+ 7.03% |
$265K - $295K
|
16.1K
$4.35M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.05KNew |
$261K - $291K
|
1.05K
$282K
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.02KNew |
$256K - $285K
|
1.02K
$276K
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
990New |
$248K - $276K
|
990
$268K
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
936+ 30.29% |
$234K - $261K
|
4.03K
$1.09M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
881+ 0.36% |
$220K - $246K
|
243K
$65.7M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
842+ 12.66% |
$211K - $235K
|
7.49K
$2.03M
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
820+ 1.04% |
$205K - $229K
|
79.4K
$21.5M
|
|
Apr 25, 2025
Q1 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
820New |
$205K - $229K
|
820
$222K
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
806New |
$202K - $225K
|
806
$218K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
806+ 48.47% |
$202K - $225K
|
2.47K
$667K
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
790+ 47.82% |
$198K - $220K
|
2.44K
$660K
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
716+ 0.74% |
$179K - $200K
|
96.9K
$26.2M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
664+ 392.9% |
$166K - $185K
|
833
$225K
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
658+ 12.91% |
$165K - $183K
|
5.76K
$1.56M
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
557+ 55.09% |
$139K - $155K
|
1.57K
$424K
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
491+ 0.86% |
$123K - $137K
|
57.7K
$15.6M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
483+ 28.65% |
$121K - $135K
|
2.17K
$586K
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
476+ 9.9% |
$119K - $133K
|
5.28K
$1.43M
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
348New |
$87.1K - $97K
|
348
$94K
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
339+ 0.35% |
$84.8K - $94.5K
|
96.4K
$26.1M
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
324New |
$81.1K - $90.3K
|
324
$87.6K
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
313+ 0.87% |
$78.3K - $87.3K
|
36.2K
$9.77M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
307+ 54.63% |
$76.8K - $85.6K
|
869
$235K
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
302+ 7.14% |
$75.5K - $84.2K
|
4.53K
$1.22M
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
300+ 35.29% |
$75K - $83.6K
|
1.15K
$311K
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
296+ 21.73% |
$74K - $82.5K
|
1.66K
$448K
|
|
Apr 25, 2025
Q1 2025
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
294+ 1.74% |
$73.5K - $82K
|
17.2K
$4.65M
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
290+ 3.78% |
$72.5K - $80.8K
|
7.97K
$2.15M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
277+ 1.22% |
$69.3K - $77.2K
|
22.9K
$6.2M
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
262+ 22.05% |
$65.5K - $73K
|
1.45K
$392K
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
255+ 18.44% |
$63.8K - $71.1K
|
1.64K
$443K
|
|
May 05, 2025
Q1 2025
|
Stegner Investment Associates Inc.
|
BUY
|
- |
180+ 0.29% |
$45K - $50.2K
|
62.9K
$17M
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
166+ 8.08% |
$41.5K - $46.3K
|
2.22K
$600K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
158New |
$39.5K - $44K
|
158
$42.7K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
156+ 0.6% |
$39K - $43.5K
|
26.2K
$7.07M
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
144+ 30.19% |
$36K - $40.1K
|
621
$168K
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
124New |
$31K - $34.6K
|
124
$33.5K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
114New |
$28.5K - $31.8K
|
114
$30.8K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
106+ 2.02% |
$26.5K - $29.6K
|
5.36K
$1.45M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
95+ 1.26% |
$23.8K - $26.5K
|
7.66K
$2.07M
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
94+ 1.75% |
$23.5K - $26.2K
|
5.48K
$1.48M
|
|
Apr 14, 2025
Q1 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
81+ 1.51% |
$20.3K - $22.6K
|
5.46K
$1.48M
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
59+ 3.7% |
$14.8K - $16.4K
|
1.65K
$447K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
46+ 5.61% |
$11.5K - $12.8K
|
866
$234K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
40+ 40.0% |
$10K - $11.2K
|
140
$37.8K
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
40+ 0.5% |
$10K - $11.2K
|
7.99K
$2.16M
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
36New |
$9.01K - $10K
|
36
$9.73K
|