Purchases and Sales Made in Q2 2023 in Vanguard Russell 1000 Value Et (VONV)
This table provides information about the institutional ownership of Vanguard Russell 1000 Value Et (VONV) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
6.2K+ 42.8% |
$404K - $429K
|
20.7K
$1.74M
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.18KNew |
$403K - $428K
|
6.18K
$520K
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.09KNew |
$397K - $421K
|
6.09K
$512K
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
5.45K+ 2.92% |
$355K - $377K
|
192K
$16.1M
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.28K+ 6.65% |
$344K - $365K
|
84.7K
$7.12M
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
5.23K+ 3.28% |
$341K - $362K
|
165K
$13.8M
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
5.18K+ 0.16% |
$338K - $358K
|
3.23M
$271M
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
4.6K+ 21.04% |
$300K - $318K
|
26.5K
$2.22M
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
4.59KNew |
$299K - $318K
|
4.59K
$386K
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.26KNew |
$278K - $295K
|
4.26K
$358K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
4.16KNew |
$271K - $288K
|
4.16K
$350K
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
4.04KNew |
$264K - $280K
|
4.04K
$340K
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
3.65K+ 1.6% |
$238K - $252K
|
232K
$19.5M
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
3.53K+ 2893.44% |
$230K - $244K
|
3.65K
$307K
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.46K+ 1.31% |
$226K - $240K
|
267K
$22.4M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.44K+ 2.8% |
$224K - $238K
|
126K
$10.6M
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.37KNew |
$220K - $233K
|
3.37K
$283K
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
3.25K+ 3.79% |
$212K - $225K
|
89K
$7.48M
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.19KNew |
$208K - $221K
|
3.19K
$268K
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
3.17K+ 24.37% |
$207K - $220K
|
16.2K
$1.36M
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.16KNew |
$206K - $219K
|
3.16K
$266K
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.16K+ 1.01% |
$206K - $219K
|
317K
$26.6M
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.08KNew |
$201K - $213K
|
3.08K
$259K
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.06KNew |
$200K - $212K
|
3.06K
$257K
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3K+ 69.91% |
$196K - $208K
|
7.3K
$613K
|
|
Aug 01, 2023
Q2 2023
|
Motive Wealth Advisors
|
BUY
|
- |
2.96KNew |
$193K - $205K
|
2.96K
$249K
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.93KNew |
$191K - $203K
|
2.93K
$246K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.78K+ 10.28% |
$181K - $192K
|
29.8K
$2.5M
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.72K+ 54.5% |
$178K - $188K
|
7.72K
$649K
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
2.48KNew |
$161K - $171K
|
2.48K
$208K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.34K+ 4.92% |
$152K - $162K
|
49.8K
$4.19M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.02K+ 328.5% |
$131K - $140K
|
2.63K
$221K
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.99KNew |
$130K - $138K
|
1.99K
$167K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.8K+ 0.2% |
$118K - $125K
|
924K
$77.6M
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.72K+ 5.91% |
$112K - $119K
|
30.9K
$2.59M
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
1.57K+ 5.95% |
$103K - $109K
|
28K
$2.35M
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.32K+ 25.91% |
$86.3K - $91.6K
|
6.43K
$541K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.3KNew |
$84.6K - $89.8K
|
1.3K
$109K
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.2K+ 4.82% |
$78K - $82.8K
|
26K
$2.19M
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.13K+ 29.64% |
$73.7K - $78.2K
|
4.94K
$415K
|
|
Jul 14, 2023
Q2 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.07K+ 5.19% |
$70K - $74.3K
|
21.8K
$1.83M
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.02K+ 6.89% |
$66.3K - $70.4K
|
15.8K
$1.33M
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1K+ 1.52% |
$65.2K - $69.2K
|
66.9K
$5.63M
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
978+ 2.42% |
$63.8K - $67.7K
|
41.4K
$3.48M
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
813New |
$53K - $56.3K
|
813
$68.3K
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
718New |
$46.8K - $49.7K
|
718
$60.4K
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
710+ 18.78% |
$46.3K - $49.1K
|
4.49K
$377K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
666+ 888.0% |
$43.4K - $46.1K
|
741
$62.3K
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
656+ 2.29% |
$42.8K - $45.4K
|
29.3K
$2.46M
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
644+ 1.54% |
$42K - $44.6K
|
42.5K
$3.57M
|