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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-238- 5.15% |
$16.9K - $18.7K
|
4.39K
$369K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-265- 1.16% |
$18.8K - $20.8K
|
22.7K
$1.91M
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-269- 0.92% |
$19.1K - $21.2K
|
28.9K
$2.43M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-275- 2.84% |
$19.5K - $21.6K
|
9.41K
$791K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-278- 1.06% |
$19.7K - $21.9K
|
25.9K
$2.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-291- 4.24% |
$20.7K - $22.9K
|
6.58K
$553K
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-301- 1.43% |
$21.4K - $23.7K
|
20.7K
$1.74M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
SELL
|
- |
-306- 1.03% |
$21.7K - $24.1K
|
29.3K
$2.46M
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-321- 8.03% |
$22.8K - $25.2K
|
3.68K
$309K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-346- 2.22% |
$24.6K - $27.2K
|
15.3K
$1.28M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-374- 5.85% |
$26.6K - $29.4K
|
6.02K
$506K
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-390- 0.1% |
$27.7K - $30.7K
|
378K
$31.8M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-416- 1.71% |
$29.5K - $32.7K
|
23.9K
$2.01M
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-464- 10.11% |
$32.9K - $36.5K
|
4.13K
$347K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-522- 3.49% |
$37.1K - $41.1K
|
14.4K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-532- 3.57% |
$37.8K - $41.8K
|
14.4K
$1.21M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-545- 12.53% |
$38.7K - $42.9K
|
3.81K
$320K
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-579- 7.29% |
$41.1K - $45.5K
|
7.36K
$619K
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
SELL
|
- |
-603- 53.55% |
$42.8K - $47.4K
|
523
$44K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-620- 9.52% |
$44K - $48.8K
|
5.89K
$495K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-683- 0.97% |
$48.5K - $53.7K
|
69.5K
$5.84M
|
|
|
May 15, 2024
Q1 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-692- 6.84% |
$49.1K - $54.4K
|
9.42K
$792K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-715- 0.03% |
$50.8K - $56.2K
|
2.24M
$188M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-720- 12.55% |
$51.1K - $56.6K
|
5.02K
$422K
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-800- 21.05% |
$56.8K - $62.9K
|
3K
$252K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-817- 15.16% |
$58K - $64.2K
|
4.57K
$384K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-872- 8.06% |
$61.9K - $68.6K
|
9.95K
$836K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-931- 22.33% |
$66.1K - $73.2K
|
3.24K
$272K
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-1.13K- 11.08% |
$80.1K - $88.7K
|
9.05K
$761K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.14K- 0.82% |
$81.2K - $90K
|
138K
$11.6M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.19K- 15.02% |
$84.1K - $93.2K
|
6.7K
$563K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.37K- 8.93% |
$97.4K - $108K
|
14K
$1.18M
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.58K- 1.39% |
$112K - $124K
|
112K
$9.45M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.58K- 11.79% |
$112K - $125K
|
11.9K
$996K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-1.7K- 2.24% |
$121K - $134K
|
74.2K
$6.24M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.78K- 32.58% |
$126K - $140K
|
3.68K
$310K
|
|
|
May 07, 2024
Q1 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-1.82K- 11.31% |
$129K - $143K
|
14.2K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.82K- 3.45% |
$129K - $143K
|
51K
$4.28M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-1.85K- 40.07% |
$131K - $145K
|
2.76K
$232K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.95K- 33.37% |
$139K - $153K
|
3.9K
$327K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-1.96K- 2.94% |
$139K - $154K
|
64.7K
$5.44M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.99K- 4.6% |
$141K - $157K
|
41.3K
$3.47M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.01K- 70.9% |
$143K - $158K
|
824
$69.3K
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.45K- 23.77% |
$174K - $192K
|
7.85K
$660K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.54K- 0.65% |
$181K - $200K
|
386K
$32.4M
|
|
|
May 06, 2024
Q1 2024
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-2.62K- 2.62% |
$186K - $206K
|
97.2K
$8.17M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.82K- 46.28% |
$200K - $221K
|
3.27K
$275K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-3.09K- 25.79% |
$219K - $243K
|
8.89K
$748K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-3.61K- 2.26% |
$256K - $284K
|
156K
$13.1M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-3.96K- 14.91% |
$281K - $311K
|
22.6K
$1.9M
|