Purchases and Sales Made in Q3 2023 in Vanguard Russell 2000 ETF (VTWO)
This table provides information about the institutional ownership of Vanguard Russell 2000 ETF (VTWO) during Q3 2023. The information is specifically focused on institutions that hold shares of VANGUARD RUSSELL 2000 ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.22% |
$141 - $161
|
897
$83.3K
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.07% |
$141 - $161
|
2.84K
$263K
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.66% |
$70.5 - $80.3
|
152
$14.1K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.27% |
$70.5 - $80.3
|
371
$34.4K
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$70.5 - $80.3
|
16.2K
$1.5M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1- 0.06% |
$70.5 - $80.3
|
1.61K
$150K
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3- 1.73% |
$212 - $241
|
170
$15.8K
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-4- 0.03% |
$282 - $321
|
12.5K
$1.16M
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-4- 0.1% |
$282 - $321
|
4.08K
$379K
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-6- 0.23% |
$423 - $482
|
2.59K
$240K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-7- 12.73% |
$494 - $562
|
48
$4.45K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8- 1.54% |
$564 - $642
|
513
$47.6K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-8- 0.69% |
$564 - $642
|
1.16K
$107K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-12- 2.13% |
$846 - $964
|
552
$51.2K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-14- 22.22% |
$987 - $1.12K
|
49
$4.55K
|
|
Oct 13, 2023
Q3 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-18- 0.2% |
$1.27K - $1.45K
|
8.8K
$816K
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-19- 63.33% |
$1.34K - $1.53K
|
11
$1.02K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-43- 0.13% |
$3.03K - $3.45K
|
33.7K
$3.13M
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-48- 47.06% |
$3.38K - $3.85K
|
54
$5.01K
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-48- 0.23% |
$3.38K - $3.85K
|
21.2K
$1.97M
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-65- 1.79% |
$4.58K - $5.22K
|
3.57K
$331K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-80- 26.58% |
$5.64K - $6.42K
|
221
$20.5K
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-82- 2.42% |
$5.78K - $6.59K
|
3.31K
$307K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-84- 0.63% |
$5.92K - $6.75K
|
13.3K
$1.23M
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-89- 1.28% |
$6.28K - $7.15K
|
6.87K
$638K
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-95- 0.78% |
$6.7K - $7.63K
|
12.1K
$1.13M
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-103- 0.21% |
$7.26K - $8.27K
|
50K
$4.64M
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-103- 1.53% |
$7.26K - $8.27K
|
6.63K
$615K
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-106- 0.32% |
$7.48K - $8.51K
|
33K
$3.06M
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-110- 3.56% |
$7.76K - $8.83K
|
2.98K
$277K
|
|
Oct 20, 2023
Q3 2023
|
Sunesis Advisors, LLC
|
SELL
|
- |
-114- 0.67% |
$8.04K - $9.16K
|
16.9K
$1.57M
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-121- 11.02% |
$8.53K - $9.72K
|
977
$90.7K
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-125- 1.63% |
$8.82K - $10K
|
7.54K
$699K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-137- 0.02% |
$9.66K - $11K
|
677K
$62.8M
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-138- 4.03% |
$9.73K - $11.1K
|
3.29K
$305K
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-144- 0.41% |
$10.2K - $11.6K
|
35.3K
$3.28M
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-145- 3.5% |
$10.2K - $11.6K
|
4K
$371K
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-154- 2.27% |
$10.9K - $12.4K
|
6.62K
$614K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-159- 0.04% |
$11.2K - $12.8K
|
382K
$35.4M
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-168- 2.34% |
$11.8K - $13.5K
|
7.01K
$651K
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-175- 3.14% |
$12.3K - $14.1K
|
5.4K
$502K
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-187- 3.01% |
$13.2K - $15K
|
6.03K
$559K
|
|
Nov 01, 2023
Q3 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-188- 3.73% |
$13.3K - $15.1K
|
4.85K
$450K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-200- 10.4% |
$14.1K - $16.1K
|
1.72K
$160K
|
|
Nov 14, 2023
Q3 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-216- 3.56% |
$15.2K - $17.3K
|
5.85K
$543K
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-225- 4.33% |
$15.9K - $18.1K
|
4.97K
$461K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-232- 1.14% |
$16.4K - $18.6K
|
20.2K
$1.87M
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-233- 0.72% |
$16.4K - $18.7K
|
32.1K
$2.98M
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-241- 2.58% |
$17K - $19.4K
|
9.09K
$843K
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-255- 2.0% |
$18K - $20.5K
|
12.5K
$1.16M
|