Purchases and Sales Made in Q3 2023 in Vanguard Russell 1000 Value Et (VONV)
This table provides information about the institutional ownership of Vanguard Russell 1000 Value Et (VONV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-36- 33.96% |
$2.4K - $2.58K
|
70
$5.88K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-42- 1.24% |
$2.8K - $3.01K
|
3.35K
$282K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-43- 4.37% |
$2.86K - $3.08K
|
941
$79.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-45- 0.26% |
$3K - $3.23K
|
17.1K
$1.43M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-64- 92.75% |
$4.26K - $4.59K
|
5
$420
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-69- 0.41% |
$4.59K - $4.95K
|
16.7K
$1.41M
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-80- 2.54% |
$5.33K - $5.74K
|
3.07K
$258K
|
|
|
Oct 20, 2023
Q3 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-85- 0.3% |
$5.66K - $6.1K
|
27.9K
$2.35M
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
SELL
|
- |
-101- 0.18% |
$6.72K - $7.25K
|
55K
$4.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-124- 3.45% |
$8.26K - $8.9K
|
3.47K
$291K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-126- 0.92% |
$8.39K - $9.04K
|
13.6K
$1.14M
|
|
|
Nov 03, 2023
Q3 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-150- 18.75% |
$9.99K - $10.8K
|
650
$54.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-160- 7.18% |
$10.7K - $11.5K
|
2.07K
$174K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-160- 0.82% |
$10.7K - $11.5K
|
19.5K
$1.64M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-167- 1.03% |
$11.1K - $12K
|
16K
$1.34M
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
SELL
|
- |
-168- 2.42% |
$11.2K - $12.1K
|
6.77K
$569K
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-194- 33.68% |
$12.9K - $13.9K
|
382
$32.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
SELL
|
- |
-257- 0.83% |
$17.1K - $18.4K
|
30.6K
$2.57M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-308- 0.12% |
$20.5K - $22.1K
|
260K
$21.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-318- 3.15% |
$21.2K - $22.8K
|
9.77K
$821K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-346- 12.44% |
$23K - $24.8K
|
2.44K
$205K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-365- 1.36% |
$24.3K - $26.2K
|
26.4K
$2.22M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-422- 2.5% |
$28.1K - $30.3K
|
16.5K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-508- 7.9% |
$33.8K - $36.4K
|
5.93K
$498K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-550- 52.38% |
$36.6K - $39.5K
|
500
$42K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-586- 20.01% |
$39K - $42K
|
2.34K
$197K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-674- 99.7% |
$44.9K - $48.4K
|
2
$168
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-760- 3.36% |
$50.6K - $54.5K
|
21.9K
$1.84M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-799- 12.92% |
$53.2K - $57.3K
|
5.38K
$453K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-817- 0.26% |
$54.4K - $58.6K
|
318K
$26.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-847- 9.9% |
$56.4K - $60.8K
|
7.71K
$648K
|
|
|
Oct 18, 2023
Q3 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-871- 0.81% |
$58K - $62.5K
|
107K
$8.98M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-900- 1.34% |
$59.9K - $64.6K
|
66K
$5.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-906- 2.13% |
$60.3K - $65K
|
41.6K
$3.49M
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-997- 6.16% |
$66.4K - $71.5K
|
15.2K
$1.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.06K- 1.31% |
$70.4K - $75.8K
|
79.4K
$6.67M
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.09K- 13.71% |
$72.3K - $77.9K
|
6.84K
$575K
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.12K- 1.26% |
$74.6K - $80.4K
|
87.9K
$7.39M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.25K- 96.53% |
$83.4K - $89.8K
|
45
$3.78K
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.29K- 24.4% |
$86K - $92.6K
|
4K
$336K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.31K- 7.68% |
$86.9K - $93.6K
|
15.7K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.32K- 16.69% |
$87.6K - $94.4K
|
6.57K
$552K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.32K- 64.92% |
$87.6K - $94.4K
|
711
$59.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.48K- 11.45% |
$98.8K - $106K
|
11.5K
$965K
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.66K- 9.74% |
$111K - $119K
|
15.4K
$1.3M
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.71K- 0.7% |
$114K - $123K
|
242K
$20.3M
|
|
|
Nov 21, 2023
Q3 2023
|
Braun Stacey Associates Inc
|
SELL
|
- |
-1.82K- 24.17% |
$121K - $130K
|
5.7K
$479K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-1.84K- 74.24% |
$122K - $132K
|
638
$53.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.96K- 1.86% |
$130K - $140K
|
103K
$8.69M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2K- 25.53% |
$133K - $143K
|
5.82K
$489K
|