Purchases and Sales Made in Q4 2023 in Vanguard Russell 1000 ETF (VONE)
This table provides information about the institutional ownership of Vanguard Russell 1000 ETF (VONE) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
179New |
$33.4K - $39K
|
179
$48.2K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
140New |
$26.1K - $30.5K
|
140
$37.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
BUY
|
- |
108+ 6.58% |
$20.1K - $23.5K
|
1.75K
$471K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
104+ 11.06% |
$19.4K - $22.6K
|
1.04K
$281K
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
102+ 2.11% |
$19K - $22.2K
|
4.94K
$1.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
96+ 0.68% |
$17.9K - $20.9K
|
14.2K
$3.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
92+ 0.31% |
$17.1K - $20K
|
30K
$8.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
84+ 14.66% |
$15.7K - $18.3K
|
657
$177K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
82+ 154.72% |
$15.3K - $17.8K
|
135
$36.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
80New |
$14.9K - $17.4K
|
80
$21.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
77+ 0.26% |
$14.4K - $16.8K
|
29.5K
$7.95M
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
66+ 0.72% |
$12.3K - $14.4K
|
9.25K
$2.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
55+ 0.72% |
$10.3K - $12K
|
7.73K
$2.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
38+ 2.58% |
$7.08K - $8.27K
|
1.51K
$407K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
37+ 78.72% |
$6.9K - $8.05K
|
84
$22.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
34+ 2.8% |
$6.34K - $7.4K
|
1.25K
$336K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
28+ 0.81% |
$5.22K - $6.09K
|
3.5K
$941K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
25New |
$4.66K - $5.44K
|
25
$6.73K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
25+ 0.92% |
$4.66K - $5.44K
|
2.74K
$737K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
17New |
$3.17K - $3.7K
|
17
$4.58K
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
17New |
$3.17K - $3.7K
|
17
$4.58K
|
|
|
Jan 18, 2024
Q4 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
10+ 0.41% |
$1.86K - $2.18K
|
2.42K
$652K
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
5+ 0.25% |
$932 - $1.09K
|
1.99K
$535K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
5+ 0.47% |
$932 - $1.09K
|
1.08K
$290K
|
|
|
Feb 09, 2024
Q4 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
5+ 0.44% |
$932 - $1.09K
|
1.13K
$304K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5+ 0.4% |
$932 - $1.09K
|
1.26K
$338K
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
5+ 0.47% |
$932 - $1.09K
|
1.07K
$287K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.39% |
$373 - $435
|
514
$138K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 2.5% |
$186 - $218
|
41
$11K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1- 0.03% |
$186 - $218
|
3.14K
$846K
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-3- 0.11% |
$559 - $653
|
2.69K
$725K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6- 0.71% |
$1.12K - $1.31K
|
845
$227K
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
SELL
|
- |
-10- 0.66% |
$1.86K - $2.18K
|
1.5K
$402K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-12- 1.69% |
$2.24K - $2.61K
|
698
$188K
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-13- 0.39% |
$2.42K - $2.83K
|
3.3K
$889K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-18- 0.9% |
$3.35K - $3.92K
|
1.99K
$536K
|
|
|
Jan 31, 2024
Q4 2023
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-22- 0.13% |
$4.1K - $4.79K
|
16.8K
$4.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-25- 24.75% |
$4.66K - $5.44K
|
76
$20.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-36- 0.05% |
$6.71K - $7.84K
|
71.5K
$19.3M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-42- 0.73% |
$7.83K - $9.14K
|
5.71K
$1.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-44- 0.62% |
$8.2K - $9.58K
|
7.07K
$1.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-46- 1.29% |
$8.57K - $10K
|
3.53K
$950K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-51- 0.44% |
$9.51K - $11.1K
|
11.5K
$3.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-59- 0.35% |
$11K - $12.8K
|
16.9K
$4.56M
|
|
|
Jan 18, 2024
Q4 2023
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-61- 0.69% |
$11.4K - $13.3K
|
8.77K
$2.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-74- 1.41% |
$13.8K - $16.1K
|
5.17K
$1.39M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-86- 8.25% |
$16K - $18.7K
|
956
$257K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-110- 11.29% |
$20.5K - $23.9K
|
864
$233K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-113- 2.47% |
$21.1K - $24.6K
|
4.46K
$1.2M
|