Purchases and Sales Made in Q2 2024 in Vanguard Russell 1000 Value Et (VONV)
This table provides information about the institutional ownership of Vanguard Russell 1000 Value Et (VONV) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
110+ 0.95% |
$8.18K - $8.65K
|
11.7K
$986K
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
94+ 0.38% |
$6.99K - $7.39K
|
25.1K
$2.11M
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
93+ 1.33% |
$6.92K - $7.31K
|
7.08K
$595K
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
75+ 0.43% |
$5.58K - $5.9K
|
17.4K
$1.47M
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
74+ 0.31% |
$5.5K - $5.82K
|
24.1K
$2.02M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
64+ 1.56% |
$4.76K - $5.03K
|
4.18K
$351K
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
61+ 0.51% |
$4.54K - $4.8K
|
11.9K
$1M
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
52+ 9.94% |
$3.87K - $4.09K
|
575
$48.3K
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
51New |
$3.79K - $4.01K
|
51
$4.29K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
48New |
$3.57K - $3.78K
|
48
$4.03K
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
28New |
$2.08K - $2.2K
|
28
$2.35K
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
26New |
$1.93K - $2.04K
|
26
$2.19K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
25+ 0.03% |
$1.86K - $1.97K
|
94.5K
$7.94M
|
|
Jul 08, 2024
Q2 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
13+ 3.96% |
$967 - $1.02K
|
341
$28.7K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11+ 0.43% |
$818 - $865
|
2.55K
$215K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
4New |
$297 - $315
|
4
$336
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2+ 0.04% |
$149 - $157
|
5.07K
$426K
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1- 0.01% |
$74.4 - $78.7
|
10.5K
$880K
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-4- 0.04% |
$297 - $315
|
9.04K
$760K
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-11- 73.33% |
$818 - $865
|
4
$336
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-13- 22.41% |
$967 - $1.02K
|
45
$3.78K
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-14- 0.02% |
$1.04K - $1.1K
|
64.7K
$5.44M
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-14- 0.23% |
$1.04K - $1.1K
|
6.15K
$517K
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-25- 26.6% |
$1.86K - $1.97K
|
69
$5.8K
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-35- 0.63% |
$2.6K - $2.75K
|
5.52K
$464K
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-40- 5.92% |
$2.97K - $3.15K
|
636
$53.5K
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-40- 12.12% |
$2.97K - $3.15K
|
290
$24.4K
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-46- 0.59% |
$3.42K - $3.62K
|
7.8K
$656K
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-49- 2.61% |
$3.64K - $3.85K
|
1.83K
$154K
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-50- 1.53% |
$3.72K - $3.93K
|
3.22K
$271K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-52- 0.67% |
$3.87K - $4.09K
|
7.66K
$644K
|
|
Jul 24, 2024
Q2 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-56- 0.21% |
$4.16K - $4.4K
|
26.5K
$2.23M
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-80- 0.06% |
$5.95K - $6.29K
|
138K
$11.6M
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-88- 1.29% |
$6.54K - $6.92K
|
6.71K
$564K
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-99- 1.35% |
$7.36K - $7.79K
|
7.26K
$610K
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-120- 99.17% |
$8.92K - $9.44K
|
1
$84.1
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-130- 0.31% |
$9.67K - $10.2K
|
41.4K
$3.48M
|
|
Jul 08, 2024
Q2 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-137- 1.44% |
$10.2K - $10.8K
|
9.35K
$786K
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-140- 86.96% |
$10.4K - $11K
|
21
$1.77K
|
|
Jul 15, 2024
Q2 2024
|
Rfg Holdings, Inc.
|
SELL
|
- |
-171- 2.84% |
$12.7K - $13.4K
|
5.84K
$491K
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-175- 0.2% |
$13K - $13.8K
|
85.6K
$7.19M
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-233- 1.39% |
$17.3K - $18.3K
|
16.5K
$1.38M
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-234- 23.4% |
$17.4K - $18.4K
|
766
$64.4K
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-261- 6.86% |
$19.4K - $20.5K
|
3.55K
$298K
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-280- 5.12% |
$20.8K - $22K
|
5.19K
$436K
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-284- 3.42% |
$21.1K - $22.3K
|
8.02K
$674K
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-323- 2.24% |
$24K - $25.4K
|
14.1K
$1.19M
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-330- 5.67% |
$24.5K - $26K
|
5.49K
$462K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-361- 1.59% |
$26.8K - $28.4K
|
22.3K
$1.88M
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-393- 6.0% |
$29.2K - $30.9K
|
6.16K
$518K
|