Purchases and Sales Made in Q1 2023 in Vanguard Russell 1000 Value Et (VONV)
This table provides information about the institutional ownership of Vanguard Russell 1000 Value Et (VONV) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD RUSSELL 1000 VALUE ET.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
592+ 6.67% |
$37.7K - $41.9K
|
9.47K
$804K
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
583+ 1.46% |
$37.1K - $41.3K
|
40.4K
$3.43M
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
573+ 0.15% |
$36.5K - $40.6K
|
377K
$32M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
467+ 1.01% |
$29.8K - $33.1K
|
46.8K
$3.97M
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
374+ 1.38% |
$23.8K - $26.5K
|
27.4K
$2.33M
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
320+ 9.38% |
$20.4K - $22.7K
|
3.73K
$317K
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
294+ 392.0% |
$18.7K - $20.8K
|
369
$31.3K
|
|
Apr 10, 2023
Q1 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
287+ 1.41% |
$18.3K - $20.3K
|
20.7K
$1.76M
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
245+ 1.48% |
$15.6K - $17.4K
|
16.9K
$1.43M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
238New |
$15.2K - $16.9K
|
238
$20.2K
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
220+ 1.5% |
$14K - $15.6K
|
14.9K
$1.27M
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
219New |
$14K - $15.5K
|
219
$18.6K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
206+ 1.05% |
$13.1K - $14.6K
|
19.8K
$1.68M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
205+ 5.0% |
$13.1K - $14.5K
|
4.3K
$365K
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
182New |
$11.6K - $12.9K
|
182
$15.4K
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
173+ 2.88% |
$11K - $12.3K
|
6.18K
$525K
|
|
Apr 25, 2023
Q1 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
173+ 0.67% |
$11K - $12.3K
|
25.9K
$2.2M
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
172+ 10.09% |
$11K - $12.2K
|
1.88K
$159K
|
|
May 10, 2023
Q1 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
170+ 1.09% |
$10.8K - $12K
|
15.7K
$1.34M
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
156New |
$9.94K - $11.1K
|
156
$13.2K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
142New |
$9.05K - $10.1K
|
142
$12.1K
|
|
May 09, 2023
Q1 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
118+ 2.9% |
$7.52K - $8.36K
|
4.19K
$356K
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
108+ 0.74% |
$6.88K - $7.65K
|
14.8K
$1.25M
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
83New |
$5.29K - $5.88K
|
83
$7.05K
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
82+ 0.31% |
$5.22K - $5.81K
|
26.7K
$2.27M
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
75New |
$4.78K - $5.31K
|
75
$6.37K
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
70+ 2.2% |
$4.46K - $4.96K
|
3.25K
$276K
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
64New |
$4.08K - $4.54K
|
64
$5.43K
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
63+ 0.49% |
$4.01K - $4.46K
|
12.8K
$1.09M
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
60New |
$3.82K - $4.25K
|
60
$5.09K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
56New |
$3.57K - $3.97K
|
56
$4.75K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
55New |
$3.5K - $3.9K
|
55
$4.67K
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
42New |
$2.68K - $2.98K
|
42
$3.57K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
41+ 1366.67% |
$2.61K - $2.91K
|
44
$3.74K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
33+ 4.88% |
$2.1K - $2.34K
|
709
$60.2K
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
29+ 0.48% |
$1.85K - $2.05K
|
6.01K
$510K
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
29+ 0.46% |
$1.85K - $2.05K
|
6.39K
$543K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
27+ 3.18% |
$1.72K - $1.91K
|
877
$74.4K
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
26+ 0.51% |
$1.66K - $1.84K
|
5.17K
$439K
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
24+ 0.4% |
$1.53K - $1.7K
|
6.04K
$513K
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
20+ 17.54% |
$1.27K - $1.42K
|
134
$11.4K
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
14+ 0.37% |
$892 - $992
|
3.84K
$326K
|
|
May 11, 2023
Q1 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
11+ 0.33% |
$701 - $779
|
3.34K
$284K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4New |
$255 - $283
|
4
$340
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
3+ 0.42% |
$191 - $213
|
724
$61.5K
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
3+ 0.58% |
$191 - $213
|
519
$44.1K
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
3+ 0.42% |
$191 - $213
|
724
$61.5K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.68% |
$63.7 - $70.9
|
149
$12.6K
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1+ 0.02% |
$63.7 - $70.9
|
5.11K
$434K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-14- 11.67% |
$892 - $992
|
106
$9K
|