Purchases and Sales Made in Q1 2024 in Vanguard Russell 1000 Value Et (VONV)
This table provides information about the institutional ownership of Vanguard Russell 1000 Value Et (VONV) during Q1 2024. 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 |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q1 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
1.64K+ 5.15% |
$116K - $129K
|
33.4K
$2.83M
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.55K+ 3.73% |
$110K - $122K
|
43.1K
$3.66M
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
1.51KNew |
$107K - $118K
|
1.51K
$128K
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.41K+ 237.37% |
$100K - $111K
|
2K
$170K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.31K+ 2.52% |
$92.7K - $103K
|
53.2K
$4.51M
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.3K+ 5.07% |
$92.4K - $102K
|
27K
$2.29M
|
|
Apr 18, 2024
Q1 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
1.3K+ 2.58% |
$92K - $102K
|
51.6K
$4.38M
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.27K+ 1581.25% |
$89.8K - $99.5K
|
1.35K
$114K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1.16K+ 643.33% |
$82.2K - $91.1K
|
1.34K
$114K
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.12K+ 4.08% |
$79.7K - $88.3K
|
28.7K
$2.43M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
990+ 1.66% |
$70.3K - $77.9K
|
60.7K
$5.15M
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
902+ 2.79% |
$64.1K - $70.9K
|
33.2K
$2.82M
|
|
Apr 02, 2024
Q1 2024
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
902+ 4.2% |
$64.1K - $70.9K
|
22.4K
$1.9M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
877+ 189.83% |
$62.3K - $69K
|
1.34K
$114K
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
853New |
$60.6K - $67.1K
|
853
$72.4K
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
851New |
$60.4K - $66.9K
|
851
$72.2K
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
816+ 16.08% |
$57.9K - $64.2K
|
5.89K
$500K
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
751+ 153.58% |
$53.3K - $59.1K
|
1.24K
$105K
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
675+ 5.67% |
$47.9K - $53.1K
|
12.6K
$1.07M
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
640+ 9.05% |
$45.4K - $50.3K
|
7.71K
$655K
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
626+ 5.54% |
$44.5K - $49.2K
|
11.9K
$1.01M
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
623+ 15.09% |
$44.2K - $49K
|
4.75K
$403K
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
564+ 18.88% |
$40K - $44.4K
|
3.55K
$301K
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
557+ 12.14% |
$39.6K - $43.8K
|
5.15K
$437K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
544New |
$38.6K - $42.8K
|
544
$46.2K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
507+ 2.68% |
$36K - $39.9K
|
19.5K
$1.65M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
487+ 11.52% |
$34.6K - $38.3K
|
4.71K
$400K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
475+ 9.93% |
$33.7K - $37.4K
|
5.26K
$446K
|
|
May 08, 2024
Q1 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
467New |
$33.2K - $36.7K
|
467
$39.6K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
459+ 8.19% |
$32.6K - $36.1K
|
6.06K
$515K
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
458+ 1.12% |
$32.5K - $36K
|
41.4K
$3.52M
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
377+ 86.67% |
$26.8K - $29.6K
|
812
$68.9K
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
377+ 5.24% |
$26.8K - $29.6K
|
7.58K
$643K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
373+ 3.32% |
$26.5K - $29.3K
|
11.6K
$986K
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
360+ 1.26% |
$25.6K - $28.3K
|
28.9K
$2.45M
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
335+ 8.61% |
$23.8K - $26.3K
|
4.23K
$359K
|
|
Apr 08, 2024
Q1 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
328New |
$23.3K - $25.8K
|
328
$27.8K
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
327+ 1.08% |
$23.2K - $25.7K
|
30.7K
$2.61M
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
310+ 5.62% |
$22K - $24.4K
|
5.82K
$494K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
304+ 2.57% |
$21.6K - $23.9K
|
12.1K
$1.03M
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
304+ 9.67% |
$21.6K - $23.9K
|
3.45K
$293K
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
302+ 1887.5% |
$21.4K - $23.7K
|
318
$27K
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
300New |
$21.3K - $23.6K
|
300
$25.5K
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
271New |
$19.2K - $21.3K
|
271
$23K
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
222+ 1.31% |
$15.8K - $17.5K
|
17.2K
$1.46M
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
197+ 2.9% |
$14K - $15.5K
|
6.99K
$593K
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
194+ 40.42% |
$13.8K - $15.3K
|
674
$57.2K
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
170New |
$12.1K - $13.4K
|
170
$14.4K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
167+ 3340.0% |
$11.9K - $13.1K
|
172
$14.6K
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
152+ 0.25% |
$10.8K - $12K
|
61.6K
$5.23M
|