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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5- 0.19% |
$574 - $690
|
2.69K
$423K
|
|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-20- 1.16% |
$2.3K - $2.76K
|
1.7K
$268K
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-22- 0.17% |
$2.53K - $3.03K
|
13K
$2.04M
|
|
|
May 04, 2023
Q1 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-27- 0.83% |
$3.1K - $3.72K
|
3.22K
$506K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-33- 0.1% |
$3.79K - $4.55K
|
33.7K
$5.32M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-35- 32.11% |
$4.02K - $4.83K
|
74
$11.7K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-44- 1.6% |
$5.05K - $6.07K
|
2.71K
$426K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-60- 0.17% |
$6.89K - $8.28K
|
36K
$5.68M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-74- 0.92% |
$8.49K - $10.2K
|
7.99K
$1.26M
|
|
|
Apr 11, 2023
Q1 2023
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-75- 1.18% |
$8.61K - $10.3K
|
6.27K
$987K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-87- 0.17% |
$9.99K - $12K
|
51.2K
$8.06M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-100- 4.19% |
$11.5K - $13.8K
|
2.29K
$361K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-109- 23.59% |
$12.5K - $15K
|
353
$55.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-115- 4.07% |
$13.2K - $15.9K
|
2.71K
$427K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-130- 0.54% |
$14.9K - $17.9K
|
23.7K
$3.74M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-130- 0.54% |
$14.9K - $17.9K
|
23.7K
$3.74M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-145- 10.78% |
$16.6K - $20K
|
1.2K
$189K
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-150- 0.33% |
$17.2K - $20.7K
|
45.9K
$7.22M
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-200- 5.34% |
$23K - $27.6K
|
3.54K
$558K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-201- 5.67% |
$23.1K - $27.7K
|
3.34K
$526K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-203- 74.63% |
$23.3K - $28K
|
69
$10.9K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-212- 1.44% |
$24.3K - $29.2K
|
14.5K
$2.28M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-221- 3.79% |
$25.4K - $30.5K
|
5.62K
$884K
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-243- 1.53% |
$27.9K - $33.5K
|
15.6K
$2.46M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-245- 3.07% |
$28.1K - $33.8K
|
7.75K
$1.22M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-348- 11.5% |
$39.9K - $48K
|
2.68K
$422K
|
|
|
Apr 24, 2023
Q1 2023
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-659- 15.38% |
$75.6K - $90.9K
|
3.63K
$571K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-697- 14.48% |
$80K - $96.1K
|
4.12K
$648K
|
|
|
Apr 26, 2023
Q1 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-716- 3.64% |
$82.2K - $98.8K
|
19K
$2.99M
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-750- 29.23% |
$86.1K - $103K
|
1.82K
$286K
|
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-886- 15.34% |
$102K - $122K
|
4.89K
$770K
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-924- 34.61% |
$106K - $127K
|
1.75K
$275K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-944- 9.49% |
$108K - $130K
|
9.01K
$1.42M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.08K- 13.76% |
$124K - $148K
|
6.74K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.1K- 4.67% |
$126K - $152K
|
22.4K
$3.53M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.23K- 14.87% |
$141K - $170K
|
7.05K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.26K- 1.37% |
$145K - $174K
|
91.1K
$14.3M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.66K- 5.83% |
$190K - $229K
|
26.8K
$4.21M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.71K- 13.38% |
$196K - $236K
|
11.1K
$1.74M
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.77K- 6.7% |
$204K - $245K
|
24.7K
$3.89M
|
|
|
Apr 26, 2023
Q1 2023
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-1.81K- 4.41% |
$207K - $249K
|
39.2K
$6.17M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.16K- 3.32% |
$248K - $298K
|
62.9K
$9.91M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.65K- 25.23% |
$648K - $779K
|
16.7K
$2.63M
|
|
|
May 01, 2023
Q1 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-7.54K- 6.75% |
$865K - $1.04M
|
104K
$16.4M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.7K- 10.15% |
$1.23M - $1.47M
|
94.5K
$14.9M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.2K- 46.92% |
$1.4M - $1.68M
|
13.8K
$2.18M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-25K- 38.94% |
$2.87M - $3.45M
|
39.3K
$6.19M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-33.1K- 70.36% |
$3.8M - $4.56M
|
13.9K
$2.2M
|
|
|
May 04, 2023
Q1 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-37.8K- 84.63% |
$4.34M - $5.22M
|
6.87K
$1.08M
|