Purchases and Sales Made in Q1 2025 in Vanguard Russell 2000 Value Et (VTWV)
This table provides information about the institutional ownership of Vanguard Russell 2000 Value Et (VTWV) during Q1 2025. 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 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
111New |
$14.6K - $16.6K
|
111
$14.8K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
111+ 0.42% |
$14.6K - $16.6K
|
26.7K
$3.56M
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
82+ 4.12% |
$10.8K - $12.2K
|
2.07K
$276K
|
|
Apr 25, 2025
Q1 2025
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
73+ 0.38% |
$9.6K - $10.9K
|
19.2K
$2.55M
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
42+ 0.53% |
$5.52K - $6.27K
|
8K
$1.06M
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
40+ 2.2% |
$5.26K - $5.97K
|
1.86K
$248K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
38New |
$5K - $5.67K
|
38
$5.06K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
35New |
$4.6K - $5.22K
|
35
$4.66K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
33+ 0.95% |
$4.34K - $4.92K
|
3.52K
$469K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
20+ 100.0% |
$2.63K - $2.98K
|
40
$5.32K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
17+ 0.26% |
$2.24K - $2.54K
|
6.65K
$884K
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
15New |
$1.97K - $2.24K
|
15
$2K
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
12+ 44.44% |
$1.58K - $1.79K
|
39
$5.19K
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
10+ 0.39% |
$1.32K - $1.49K
|
2.61K
$347K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
7+ 8.54% |
$921 - $1.04K
|
89
$11.8K
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
7+ 0.04% |
$921 - $1.04K
|
18.7K
$2.48M
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6+ 0.16% |
$789 - $895
|
3.77K
$502K
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4+ 0.33% |
$526 - $597
|
1.23K
$164K
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.35% |
$526 - $597
|
1.13K
$151K
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.4% |
$395 - $448
|
755
$100K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-2- 0.13% |
$263 - $298
|
1.5K
$200K
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-11- 0.4% |
$1.45K - $1.64K
|
2.71K
$361K
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-14- 0.73% |
$1.84K - $2.09K
|
1.9K
$253K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-18- 0.55% |
$2.37K - $2.69K
|
3.23K
$429K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20- 50.0% |
$2.63K - $2.98K
|
20
$2.66K
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-25- 0.82% |
$3.29K - $3.73K
|
3.03K
$403K
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-38- 0.85% |
$5K - $5.67K
|
4.44K
$591K
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-42- 0.05% |
$5.52K - $6.27K
|
84.8K
$11.3M
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-44- 1.26% |
$5.79K - $6.57K
|
3.45K
$459K
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-50- 0.3% |
$6.58K - $7.46K
|
16.6K
$2.22M
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-51- 1.97% |
$6.71K - $7.61K
|
2.54K
$338K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-57- 6.04% |
$7.5K - $8.51K
|
887
$118K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-60- 8.82% |
$7.89K - $8.95K
|
620
$82.5K
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-90- 4.27% |
$11.8K - $13.4K
|
2.02K
$269K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-93- 32.75% |
$12.2K - $13.9K
|
191
$25.4K
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-97- 0.98% |
$12.8K - $14.5K
|
9.82K
$1.31M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-173- 6.22% |
$22.8K - $25.8K
|
2.61K
$347K
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-191- 5.98% |
$25.1K - $28.5K
|
3K
$400K
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
SELL
|
- |
-191- 4.24% |
$25.1K - $28.5K
|
4.32K
$574K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-233- 2.15% |
$30.6K - $34.8K
|
10.6K
$1.41M
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-242- 13.43% |
$31.8K - $36.1K
|
1.56K
$208K
|
|
Apr 01, 2025
Q1 2025
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-264- 2.12% |
$34.7K - $39.4K
|
12.2K
$1.63M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-282- 3.11% |
$37.1K - $42.1K
|
8.79K
$1.17M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-337- 42.6% |
$44.3K - $50.3K
|
454
$60.4K
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-339- 8.24% |
$44.6K - $50.6K
|
3.78K
$503K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-409- 6.69% |
$53.8K - $61K
|
5.71K
$760K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-495- 11.32% |
$65.1K - $73.9K
|
3.88K
$516K
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-500- 2.56% |
$65.8K - $74.6K
|
19.1K
$2.54M
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-510- 31.02% |
$67.1K - $76.1K
|
1.13K
$151K
|