Purchases and Sales Made in Q2 2023 in Vanguard Russell 3000 ETF (VTHR)
This table provides information about the institutional ownership of Vanguard Russell 3000 ETF (VTHR) during Q2 2023. The information is specifically focused on institutions that hold shares of VANGUARD RUSSELL 3000 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
12+ 12.9% |
$2.16K - $2.37K
|
105
$28.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
10+ 0.42% |
$1.8K - $1.97K
|
2.38K
$641K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
8+ 0.47% |
$1.44K - $1.58K
|
1.7K
$458K
|
|
|
Aug 03, 2023
Q2 2023
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
7+ 0.06% |
$1.26K - $1.38K
|
10.9K
$2.93M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
7+ 0.04% |
$1.26K - $1.38K
|
16.2K
$4.36M
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5+ 50.0% |
$901 - $987
|
15
$4.03K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4+ 0.28% |
$721 - $790
|
1.42K
$382K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
3+ 0.49% |
$541 - $592
|
617
$166K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1+ 0.05% |
$180 - $197
|
2.05K
$550K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1+ 0.06% |
$180 - $197
|
1.66K
$446K
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1+ 0.5% |
$180 - $197
|
201
$54K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1- 0.01% |
$180 - $197
|
8.36K
$2.25M
|
|
|
Jul 12, 2023
Q2 2023
|
Wealth Cmt
|
SELL
|
- |
-5- 0.25% |
$901 - $987
|
2.01K
$539K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-21- 0.4% |
$3.78K - $4.15K
|
5.18K
$1.39M
|
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-31- 1.2% |
$5.59K - $6.12K
|
2.55K
$684K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-52- 10.97% |
$9.37K - $10.3K
|
422
$113K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-65- 2.11% |
$11.7K - $12.8K
|
3.01K
$809K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-69- 4.84% |
$12.4K - $13.6K
|
1.36K
$365K
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-100- 8.53% |
$18K - $19.7K
|
1.07K
$288K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-101- 1.54% |
$18.2K - $19.9K
|
6.45K
$1.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-114- 0.78% |
$20.5K - $22.5K
|
14.6K
$3.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-115- 6.35% |
$20.7K - $22.7K
|
1.7K
$456K
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-154- 0.29% |
$27.7K - $30.4K
|
52.4K
$14.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-165- 1.28% |
$29.7K - $32.6K
|
12.8K
$3.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-217- 2.71% |
$39.1K - $42.8K
|
7.78K
$2.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-231- 3.4% |
$41.6K - $45.6K
|
6.57K
$1.77M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-330- 5.61% |
$59.5K - $65.2K
|
5.55K
$1.49M
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-378- 7.71% |
$68.1K - $74.6K
|
4.53K
$1.22M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-473- 95.36% |
$85.2K - $93.4K
|
23
$6.18K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-542- 4.9% |
$97.7K - $107K
|
10.5K
$2.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-596- 1.54% |
$107K - $118K
|
38K
$10.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-636- 12.37% |
$115K - $126K
|
4.51K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-795- 41.26% |
$143K - $157K
|
1.13K
$304K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.01K- 1.59% |
$182K - $199K
|
62.6K
$16.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.06K- 25.87% |
$191K - $209K
|
3.03K
$815K
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.07K- 13.25% |
$192K - $210K
|
6.98K
$1.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Cliffwater LLC
Marina Del Rey, CA |
SELL
|
- |
-1.18K- 1.12% |
$213K - $233K
|
104K
$28M
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-1.5K- 36.37% |
$270K - $296K
|
2.62K
$705K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.89K- 1.73% |
$340K - $372K
|
107K
$28.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.04K- 48.08% |
$368K - $403K
|
2.2K
$592K
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.24K- 5.89% |
$404K - $442K
|
35.8K
$9.62M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.88K- 47.48% |
$699K - $766K
|
4.29K
$1.15M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.67K- 40.13% |
$842K - $923K
|
6.97K
$1.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6.62K- 93.04% |
$1.19M - $1.31M
|
495
$133K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-7.11K- 79.02% |
$1.28M - $1.4M
|
1.89K
$507K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-11.3K- 86.04% |
$2.03M - $2.23M
|
1.83K
$492K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-13K- 18.5% |
$2.35M - $2.57M
|
57.4K
$15.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-33.4K- 23.77% |
$6.02M - $6.6M
|
107K
$28.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-200K- 85.86% |
$36.1M - $39.6M
|
33K
$8.86M
|