Purchases and Sales Made in Q4 2024 in Vanguard Russell 1000 Value Et (VONV)
This table provides information about the institutional ownership of Vanguard Russell 1000 Value Et (VONV) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.14K+ 32.14% |
$92.5K - $100K
|
4.7K
$364K
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
1.14K+ 2.03% |
$91.9K - $99.6K
|
57.1K
$4.42M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.14K+ 2.51% |
$91.8K - $99.5K
|
46.4K
$3.59M
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.12K+ 46.74% |
$90.9K - $98.6K
|
3.53K
$273K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.11K+ 14.48% |
$89.6K - $97.2K
|
8.76K
$678K
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.07K+ 32.95% |
$86.4K - $93.7K
|
4.31K
$334K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.06KNew |
$86K - $93.3K
|
1.06K
$82.4K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 5.74% |
$85.2K - $92.4K
|
19.4K
$1.5M
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.01K+ 4.14% |
$82K - $88.9K
|
25.5K
$1.97M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
996+ 21.81% |
$80.5K - $87.3K
|
5.56K
$430K
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
902New |
$72.9K - $79.1K
|
902
$69.8K
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
877+ 4.28% |
$70.9K - $76.9K
|
21.4K
$1.65M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
814+ 1.39% |
$65.8K - $71.4K
|
59.5K
$4.6M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
788+ 11.58% |
$63.7K - $69.1K
|
7.59K
$587K
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
655+ 5.5% |
$53K - $57.4K
|
12.6K
$972K
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
620+ 1.82% |
$50.1K - $54.4K
|
34.8K
$2.69M
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
616+ 10.89% |
$49.8K - $54K
|
6.27K
$485K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
590New |
$47.7K - $51.7K
|
590
$45.7K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
575New |
$46.5K - $50.4K
|
575
$44.5K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
575New |
$46.5K - $50.4K
|
575
$44.5K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
565New |
$45.7K - $49.5K
|
565
$43.7K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
558+ 13.67% |
$45.1K - $48.9K
|
4.64K
$359K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
538+ 1.78% |
$43.5K - $47.2K
|
30.8K
$2.39M
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
535+ 0.17% |
$43.3K - $46.9K
|
315K
$24.4M
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
526+ 20.02% |
$42.5K - $46.1K
|
3.15K
$244K
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
522+ 31.0% |
$42.2K - $45.8K
|
2.21K
$171K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
498+ 0.65% |
$40.3K - $43.7K
|
77.4K
$5.99M
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
418+ 2.39% |
$33.8K - $36.7K
|
17.9K
$1.39M
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
376+ 4.35% |
$30.4K - $33K
|
9.03K
$699K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
371New |
$30K - $32.5K
|
371
$28.7K
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
365+ 6.93% |
$29.5K - $32K
|
5.63K
$436K
|
|
Jan 29, 2025
Q4 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
336+ 0.64% |
$27.2K - $29.5K
|
52.7K
$4.08M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
321+ 2.02% |
$26K - $28.1K
|
16.2K
$1.25M
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
321New |
$26K - $28.1K
|
321
$24.8K
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
306New |
$24.7K - $26.8K
|
306
$23.7K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
300New |
$24.3K - $26.3K
|
300
$23.2K
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
275+ 0.03% |
$22.2K - $24.1K
|
872K
$67.5M
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
266+ 0.43% |
$21.5K - $23.3K
|
61.6K
$4.77M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
259+ 0.19% |
$20.9K - $22.7K
|
138K
$10.7M
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
249+ 45.36% |
$20.1K - $21.8K
|
798
$61.8K
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
213New |
$17.2K - $18.7K
|
213
$16.5K
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
211+ 37.61% |
$17.1K - $18.5K
|
772
$59.8K
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
186+ 2.07% |
$15K - $16.3K
|
9.16K
$709K
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
176+ 5.95% |
$14.2K - $15.4K
|
3.13K
$243K
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
162New |
$13.1K - $14.2K
|
162
$12.5K
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
160New |
$12.9K - $14K
|
160
$12.4K
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
136+ 2.58% |
$11K - $11.9K
|
5.4K
$418K
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
130New |
$10.5K - $11.4K
|
130
$10.1K
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
125+ 0.65% |
$10.1K - $11K
|
19.4K
$1.51M
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
117+ 4.76% |
$9.46K - $10.3K
|
2.57K
$199K
|