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 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-511- 15.33% |
$67.2K - $76.3K
|
2.82K
$376K
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-538- 1.05% |
$70.8K - $80.3K
|
50.5K
$6.72M
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-548- 10.33% |
$72.1K - $81.8K
|
4.76K
$633K
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-729- 3.18% |
$95.9K - $109K
|
22.2K
$2.96M
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
SELL
|
- |
-742- 15.43% |
$97.6K - $111K
|
4.07K
$541K
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-762- 8.86% |
$100K - $114K
|
7.84K
$1.04M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-859- 4.05% |
$113K - $128K
|
20.3K
$2.71M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-921- 19.7% |
$121K - $137K
|
3.75K
$500K
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-925- 16.88% |
$122K - $138K
|
4.56K
$606K
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.05K- 1.9% |
$138K - $156K
|
54.1K
$7.21M
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.25K- 95.29% |
$165K - $187K
|
62
$8.25K
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-1.26K- 33.02% |
$166K - $188K
|
2.56K
$340K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.43K- 22.06% |
$188K - $213K
|
5.04K
$671K
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-1.67K- 25.9% |
$219K - $248K
|
4.76K
$634K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.75K- 38.53% |
$231K - $262K
|
2.8K
$372K
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.54K- 53.99% |
$334K - $379K
|
2.16K
$288K
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
SELL
|
- |
-3.05K- 5.37% |
$402K - $456K
|
53.8K
$7.16M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.09K- 61.89% |
$407K - $462K
|
1.91K
$254K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.29K- 12.97% |
$433K - $491K
|
22.1K
$2.94M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.39K- 12.08% |
$446K - $506K
|
24.7K
$3.28M
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.55K- 5.68% |
$466K - $529K
|
58.9K
$7.84M
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-3.68K- 17.79% |
$484K - $550K
|
17K
$2.27M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.81K- 6.38% |
$764K - $867K
|
85.3K
$11.3M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-6.1K- 17.26% |
$802K - $910K
|
29.2K
$3.89M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-19.1K- 4.21% |
$2.51M - $2.84M
|
434K
$57.7M
|