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 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
570+ 15.59% |
$37.2K - $39.4K
|
4.23K
$378K
|
|
|
Jul 26, 2023
Q2 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
505+ 1.95% |
$32.9K - $35K
|
26.4K
$2.36M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
367+ 2.22% |
$23.9K - $25.4K
|
16.9K
$1.51M
|
|
|
Jul 19, 2023
Q2 2023
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
335+ 3.44% |
$21.8K - $23.2K
|
10.1K
$902K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
311+ 219.01% |
$20.3K - $21.5K
|
453
$40.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
241+ 1.43% |
$15.7K - $16.7K
|
17.1K
$1.53M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
195+ 1.22% |
$12.7K - $13.5K
|
16.2K
$1.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
186+ 0.23% |
$12.1K - $12.9K
|
80.5K
$7.19M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
150+ 4.11% |
$9.78K - $10.4K
|
3.8K
$340K
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
148+ 0.94% |
$9.65K - $10.2K
|
15.9K
$1.42M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
146+ 2.38% |
$9.52K - $10.1K
|
6.27K
$561K
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
141+ 4.62% |
$9.19K - $9.76K
|
3.19K
$285K
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
140+ 0.04% |
$9.13K - $9.69K
|
378K
$33.8M
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
130+ 3.48% |
$8.47K - $9K
|
3.86K
$345K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
120+ 32.52% |
$7.82K - $8.31K
|
489
$43.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
75New |
$4.89K - $5.19K
|
75
$6.71K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
57+ 1.6% |
$3.72K - $3.94K
|
3.61K
$323K
|
|
|
Jul 27, 2023
Q2 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
51+ 0.51% |
$3.32K - $3.53K
|
10.1K
$901K
|
|
|
Jul 17, 2023
Q2 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
49+ 0.29% |
$3.19K - $3.39K
|
17.2K
$1.54M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
48New |
$3.13K - $3.32K
|
48
$4.29K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
47+ 0.76% |
$3.06K - $3.25K
|
6.23K
$557K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
42New |
$2.74K - $2.91K
|
42
$3.76K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
42New |
$2.74K - $2.91K
|
42
$3.76K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
34+ 1.01% |
$2.22K - $2.35K
|
3.39K
$303K
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
31+ 0.52% |
$2.02K - $2.15K
|
6.04K
$540K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26+ 0.25% |
$1.69K - $1.8K
|
10.4K
$930K
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
26+ 0.5% |
$1.69K - $1.8K
|
5.19K
$464K
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
26+ 0.43% |
$1.69K - $1.8K
|
6.07K
$543K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
25New |
$1.63K - $1.73K
|
25
$2.24K
|
|
|
Aug 08, 2023
Q2 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
23+ 0.39% |
$1.5K - $1.59K
|
5.85K
$523K
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
22New |
$1.43K - $1.52K
|
22
$1.97K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
22+ 0.1% |
$1.43K - $1.52K
|
21.6K
$1.93M
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
16+ 27.59% |
$1.04K - $1.11K
|
74
$6.62K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
10+ 0.04% |
$652 - $692
|
26.7K
$2.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Hc Advisors, LLC
|
BUY
|
- |
7+ 0.02% |
$456 - $484
|
38.5K
$3.45M
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
4+ 0.55% |
$261 - $277
|
728
$65.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2+ 2.99% |
$130 - $138
|
69
$6.17K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1+ 0.03% |
$65.2 - $69.2
|
3.96K
$354K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$65.2 - $69.2
|
19.6K
$1.75M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1+ 0.67% |
$65.2 - $69.2
|
151
$13.5K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4Closed |
$261 - $277
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-10- 1.14% |
$652 - $692
|
867
$77.5K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-20- 14.93% |
$1.3K - $1.38K
|
114
$10.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-33- 4.65% |
$2.15K - $2.28K
|
676
$60.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
SELL
|
- |
-56- 4.81% |
$3.65K - $3.88K
|
1.11K
$99.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-59- 55.66% |
$3.85K - $4.08K
|
47
$4.2K
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-73- 1.9% |
$4.76K - $5.05K
|
3.77K
$337K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-90- 13.16% |
$5.87K - $6.23K
|
594
$53.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-100- 11.11% |
$6.52K - $6.92K
|
800
$71.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-116- 7.59% |
$7.56K - $8.03K
|
1.41K
$126K
|