Purchases and Sales Made in Q1 2024 in Vanguard Russell 2000 Value Et (VTWV)
This table provides information about the institutional ownership of Vanguard Russell 2000 Value Et (VTWV) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
163K+ 137.16% |
$20.9M - $22.8M
|
282K
$41.1M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
27.4K+ 95.03% |
$3.52M - $3.84M
|
56.3K
$8.21M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.2KNew |
$3.1M - $3.38M
|
24.2K
$3.53M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
23.9K+ 18.95% |
$3.06M - $3.34M
|
150K
$21.8M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.1KNew |
$1.55M - $1.7M
|
12.1K
$1.77M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.7KNew |
$1.51M - $1.64M
|
11.7K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.7K+ 16.29% |
$1.37M - $1.5M
|
76.4K
$11.1M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9.47KNew |
$1.21M - $1.32M
|
9.47K
$1.38M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
7.16KNew |
$918K - $1M
|
7.16K
$1.04M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.53KNew |
$837K - $913K
|
6.53K
$952K
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
4.71K+ 31.93% |
$604K - $659K
|
19.5K
$2.84M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
3.62KNew |
$464K - $506K
|
3.62K
$528K
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.54KNew |
$454K - $495K
|
3.54K
$517K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.74K+ 25.88% |
$352K - $384K
|
13.3K
$1.95M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.59K+ 13.37% |
$331K - $362K
|
21.9K
$3.2M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.18K+ 2.74% |
$280K - $305K
|
81.8K
$11.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.18KNew |
$280K - $305K
|
2.18K
$318K
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
2.17K+ 4.24% |
$278K - $303K
|
53.3K
$7.76M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.99KNew |
$255K - $278K
|
1.99K
$290K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.96K+ 15.76% |
$250K - $273K
|
14.4K
$2.09M
|
|
|
Apr 26, 2024
Q1 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
1.89K+ 13.39% |
$242K - $264K
|
16K
$2.33M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.82KNew |
$233K - $254K
|
1.82K
$265K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.82K+ 74.89% |
$233K - $254K
|
4.24K
$618K
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.7KNew |
$218K - $238K
|
1.7K
$248K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.67KNew |
$214K - $234K
|
1.67K
$244K
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.59KNew |
$203K - $222K
|
1.59K
$232K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.09K+ 224.38% |
$139K - $152K
|
1.57K
$229K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
920+ 7.06% |
$118K - $129K
|
13.9K
$2.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
915+ 4.19% |
$117K - $128K
|
22.8K
$3.32M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
878+ 5853.33% |
$112K - $123K
|
893
$130K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
705+ 4.76% |
$90.3K - $98.6K
|
15.5K
$2.26M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
697+ 3.21% |
$89.3K - $97.5K
|
22.4K
$3.27M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
697+ 28.43% |
$89.3K - $97.5K
|
3.15K
$459K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
697+ 16.94% |
$89.3K - $97.5K
|
4.81K
$702K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
520+ 7.28% |
$66.6K - $72.7K
|
7.66K
$1.12M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
424+ 0.76% |
$54.3K - $59.3K
|
56.2K
$8.19M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
306+ 8.33% |
$39.2K - $42.8K
|
3.98K
$580K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
304+ 0.81% |
$39K - $42.5K
|
38K
$5.55M
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
259+ 5.57% |
$33.2K - $36.2K
|
4.91K
$715K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
197+ 12.42% |
$25.2K - $27.5K
|
1.78K
$260K
|
|
|
Apr 02, 2024
Q1 2024
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
192+ 1.82% |
$24.6K - $26.8K
|
10.7K
$1.56M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
115+ 4.13% |
$14.7K - $16.1K
|
2.9K
$423K
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
BUY
|
- |
100+ 2.93% |
$12.8K - $14K
|
3.52K
$513K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
95+ 2.2% |
$12.2K - $13.3K
|
4.42K
$645K
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
95+ 2.47% |
$12.2K - $13.3K
|
3.95K
$575K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
89New |
$11.4K - $12.4K
|
89
$13K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
71+ 2.24% |
$9.1K - $9.93K
|
3.25K
$473K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
67New |
$8.58K - $9.37K
|
67
$9.77K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
62+ 0.64% |
$7.94K - $8.67K
|
9.68K
$1.41M
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
62New |
$7.94K - $8.67K
|
62
$9.04K
|