Purchases and Sales Made in Q1 2023 in Vanguard Russell 2000 Value Et (VTWV)
This table provides information about the institutional ownership of Vanguard Russell 2000 Value Et (VTWV) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD RUSSELL 2000 VALUE ET.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.1K+ 385.27% |
$1.96M - $2.35M
|
21.5K
$3.41M
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15.1KNew |
$1.73M - $2.08M
|
15.1K
$2.4M
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.59K+ 34.18% |
$986K - $1.19M
|
33.7K
$5.36M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.85K+ 1.66% |
$901K - $1.08M
|
482K
$76.5M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.4K+ 1.11% |
$850K - $1.02M
|
677K
$108M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.52K+ 10.64% |
$748K - $899K
|
67.8K
$10.8M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.9K+ 19.94% |
$678K - $814K
|
35.5K
$5.64M
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.68K+ 192.12% |
$652K - $784K
|
8.64K
$1.37M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.55K+ 204.65% |
$637K - $765K
|
8.26K
$1.31M
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.41K+ 13.14% |
$621K - $747K
|
46.6K
$7.4M
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.41K+ 13.14% |
$621K - $747K
|
46.6K
$7.4M
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.92K+ 7.43% |
$450K - $540K
|
56.6K
$8.99M
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.58KNew |
$296K - $356K
|
2.58K
$410K
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2.2KNew |
$253K - $303K
|
2.2K
$349K
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.86KNew |
$213K - $256K
|
1.86K
$295K
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.54K+ 9.25% |
$176K - $212K
|
18.1K
$2.88M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.33K+ 5.4% |
$153K - $184K
|
26K
$4.13M
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
994+ 8.27% |
$114K - $137K
|
13K
$2.07M
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
891+ 6.35% |
$102K - $123K
|
14.9K
$2.37M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
759+ 15.24% |
$87.1K - $105K
|
5.74K
$911K
|
|
May 05, 2023
Q1 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
658+ 6.12% |
$75.5K - $90.8K
|
11.4K
$1.81M
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
543+ 30.28% |
$62.3K - $74.9K
|
2.34K
$371K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
423+ 18.64% |
$48.6K - $58.3K
|
2.69K
$427K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
387+ 5.7% |
$44.4K - $53.4K
|
7.18K
$1.14M
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
350+ 15.13% |
$40.2K - $48.3K
|
2.66K
$423K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
342+ 11.09% |
$39.3K - $47.2K
|
3.43K
$544K
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
325+ 11.87% |
$37.3K - $44.8K
|
3.06K
$486K
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
248+ 1.24% |
$28.5K - $34.2K
|
20.2K
$3.21M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
245+ 3.16% |
$28.1K - $33.8K
|
7.99K
$1.27M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
142+ 1.25% |
$16.3K - $19.6K
|
11.5K
$1.83M
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
135+ 0.81% |
$15.5K - $18.6K
|
16.8K
$2.66M
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
108+ 0.96% |
$12.4K - $14.9K
|
11.4K
$1.81M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
100New |
$11.5K - $13.8K
|
100
$15.9K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
76+ 0.93% |
$8.72K - $10.5K
|
8.26K
$1.31M
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
66+ 0.28% |
$7.58K - $9.1K
|
23.4K
$3.71M
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
55+ 1.08% |
$6.31K - $7.59K
|
5.14K
$817K
|
|
May 10, 2023
Q1 2023
|
Mercer Investments LLC
|
BUY
|
- |
27+ 0.38% |
$3.1K - $3.72K
|
7.07K
$1.12M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
24+ 0.39% |
$2.75K - $3.31K
|
6.18K
$981K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
24New |
$2.75K - $3.31K
|
24
$3.81K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
24+ 0.78% |
$2.75K - $3.31K
|
3.1K
$492K
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
9+ 0.03% |
$1.03K - $1.24K
|
31.9K
$5.06M
|
|
May 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
BUY
|
- |
9+ 0.19% |
$1.03K - $1.24K
|
4.79K
$761K
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7+ 0.4% |
$803 - $965
|
1.75K
$278K
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
7+ 0.3% |
$803 - $965
|
2.35K
$373K
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5+ 2.62% |
$574 - $690
|
196
$31.1K
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.55% |
$344 - $414
|
548
$87K
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.36% |
$115 - $138
|
282
$44.8K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 0.82% |
$115 - $138
|
121
$19.2K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5- 0.13% |
$574 - $690
|
3.73K
$593K
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
SELL
|
- |
-5- 0.06% |
$574 - $690
|
8.43K
$1.34M
|