Purchases and Sales Made in Q1 2025 in Vanguard Russell 1000 Value Et (VONV)
This table provides information about the institutional ownership of Vanguard Russell 1000 Value Et (VONV) during Q1 2025. 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 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
115K+ 96.25% |
$9.19M - $9.87M
|
234K
$18.1M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
71.4KNew |
$5.72M - $6.15M
|
71.4K
$5.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25.5K+ 11.58% |
$2.05M - $2.2M
|
246K
$19M
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
17K+ 100.0% |
$1.36M - $1.46M
|
33.9K
$2.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
13K+ 149.84% |
$1.04M - $1.12M
|
21.6K
$1.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
8.45K+ 2.64% |
$677K - $728K
|
328K
$25.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
7.9K+ 119.57% |
$633K - $680K
|
14.5K
$1.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.39KNew |
$593K - $637K
|
7.39K
$572K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
7.02KNew |
$563K - $605K
|
7.02K
$543K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
6.97KNew |
$559K - $601K
|
6.97K
$540K
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
6.04K+ 5.11% |
$484K - $520K
|
124K
$9.61M
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
5.38K+ 0.75% |
$431K - $463K
|
719K
$55.7M
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
4.91KNew |
$394K - $423K
|
4.91K
$380K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
4.03K+ 33.6% |
$323K - $347K
|
16K
$1.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
3.93K+ 63.83% |
$315K - $339K
|
10.1K
$781K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.61K+ 97.7% |
$289K - $311K
|
7.3K
$565K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
2.9K+ 14.11% |
$233K - $250K
|
23.5K
$1.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
2.59KNew |
$208K - $223K
|
2.59K
$201K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
2.31KNew |
$185K - $199K
|
2.31K
$179K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.1K+ 6.09% |
$169K - $181K
|
36.6K
$2.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.61K+ 17.75% |
$129K - $139K
|
10.7K
$826K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.44KNew |
$116K - $124K
|
1.44K
$111K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.3KNew |
$105K - $112K
|
1.3K
$101K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.26K+ 125900.0% |
$101K - $108K
|
1.26K
$97.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.13KNew |
$91K - $97.7K
|
1.13K
$87.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
871New |
$69.9K - $75K
|
871
$67.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
833+ 0.82% |
$66.8K - $71.8K
|
103K
$7.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
827+ 3.87% |
$66.3K - $71.2K
|
22.2K
$1.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
649+ 11.53% |
$52.1K - $55.9K
|
6.28K
$486K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
623+ 4.0% |
$50K - $53.7K
|
16.2K
$1.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
520+ 2.66% |
$41.7K - $44.8K
|
20.1K
$1.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
470+ 8.26% |
$37.7K - $40.5K
|
6.16K
$477K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
403+ 7.25% |
$32.3K - $34.7K
|
5.96K
$461K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
344+ 1.07% |
$27.6K - $29.6K
|
32.6K
$2.52M
|
|
|
Apr 01, 2025
Q1 2025
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
328+ 1.34% |
$26.3K - $28.3K
|
24.7K
$1.91M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
234+ 11.14% |
$18.8K - $20.2K
|
2.34K
$181K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
177+ 5.61% |
$14.2K - $15.2K
|
3.33K
$258K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
165+ 1.12% |
$13.2K - $14.2K
|
15K
$1.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
110+ 0.24% |
$8.82K - $9.48K
|
46.5K
$3.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
90+ 2.48% |
$7.22K - $7.75K
|
3.71K
$287K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
48+ 0.46% |
$3.85K - $4.13K
|
10.5K
$814K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
45New |
$3.61K - $3.88K
|
45
$3.48K
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
18+ 0.47% |
$1.44K - $1.55K
|
3.86K
$299K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
7+ 0.35% |
$561 - $603
|
2.03K
$157K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
3+ 0.02% |
$241 - $258
|
19.4K
$1.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.48% |
$160 - $172
|
417
$32.3K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-5- 0.05% |
$401 - $431
|
10.1K
$785K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-10- 16.95% |
$802 - $861
|
49
$3.79K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-14- 2.89% |
$1.12K - $1.21K
|
470
$36.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Rfg Holdings, Inc.
|
SELL
|
- |
-29- 0.66% |
$2.33K - $2.5K
|
4.36K
$337K
|