Purchases and Sales Made in Q2 2023 in Vanguard Russell 2000 Value Et (VTWV)
This table provides information about the institutional ownership of Vanguard Russell 2000 Value Et (VTWV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
279K+ 1244.1% |
$31.6M - $35M
|
302K
$44M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
273KNew |
$31M - $34.3M
|
273K
$39.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
180K+ 190.41% |
$20.4M - $22.6M
|
274K
$40M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
40.1K+ 1490.53% |
$4.54M - $5.04M
|
42.8K
$6.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
38K+ 51409.46% |
$4.31M - $4.78M
|
38.1K
$5.56M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
28.9K+ 73.52% |
$3.27M - $3.63M
|
68.2K
$9.94M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.1KNew |
$1.71M - $1.89M
|
15.1K
$2.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.25K+ 24.44% |
$934K - $1.04M
|
42K
$6.12M
|
|
|
Aug 11, 2023
Q2 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
7.84KNew |
$887K - $984K
|
7.84K
$1.14M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.73K+ 11.41% |
$875K - $971K
|
75.5K
$11M
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
6.91KNew |
$782K - $868K
|
6.91K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.35K+ 11.21% |
$718K - $797K
|
63K
$9.18M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
4.74K+ 36.51% |
$536K - $595K
|
17.7K
$2.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
4.24K+ 40.28% |
$480K - $532K
|
14.8K
$2.15M
|
|
|
Jul 03, 2023
Q2 2023
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
3.78K+ 60.26% |
$427K - $474K
|
10K
$1.46M
|
|
|
Aug 03, 2023
Q2 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
3.53K+ 3.39% |
$399K - $443K
|
108K
$15.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.98K+ 44.37% |
$224K - $248K
|
6.43K
$937K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.82KNew |
$206K - $229K
|
1.82K
$266K
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.58K+ 10.62% |
$179K - $199K
|
16.5K
$2.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.28K+ 11.12% |
$145K - $161K
|
12.8K
$1.87M
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
1.16K+ 5.72% |
$131K - $145K
|
21.4K
$3.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.15K+ 6.35% |
$130K - $144K
|
19.3K
$2.81M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.01K+ 4.34% |
$115K - $127K
|
24.4K
$3.55M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
975+ 18.95% |
$110K - $122K
|
6.12K
$892K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
948+ 3.65% |
$107K - $119K
|
27K
$3.93M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
904+ 48.71% |
$102K - $114K
|
2.76K
$402K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
819+ 37.23% |
$92.7K - $103K
|
3.02K
$440K
|
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
802+ 1.75% |
$90.8K - $101K
|
46.7K
$6.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
772+ 6.77% |
$87.4K - $96.9K
|
12.2K
$1.78M
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
768+ 43.99% |
$86.9K - $96.4K
|
2.51K
$367K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
550New |
$62.3K - $69.1K
|
550
$80.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
468+ 20.45% |
$53K - $58.8K
|
2.76K
$402K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
411New |
$46.5K - $51.6K
|
411
$59.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
370+ 3.34% |
$41.9K - $46.5K
|
11.4K
$1.67M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
319+ 4.12% |
$36.1K - $40.1K
|
8.07K
$1.18M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
318+ 13.61% |
$36K - $39.9K
|
2.65K
$387K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
310+ 11.58% |
$35.1K - $38.9K
|
2.99K
$436K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
205+ 488.1% |
$23.2K - $25.7K
|
247
$36K
|
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
202+ 1.2% |
$22.9K - $25.4K
|
17K
$2.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
201+ 2.23% |
$22.8K - $25.2K
|
9.21K
$1.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
197+ 6.43% |
$22.3K - $24.7K
|
3.26K
$475K
|
|
|
Aug 02, 2023
Q2 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
168+ 3.44% |
$19K - $21.1K
|
5.06K
$737K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
161+ 1.86% |
$18.2K - $20.2K
|
8.8K
$1.28M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
113+ 0.29% |
$12.8K - $14.2K
|
39.3K
$5.73M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
65+ 0.45% |
$7.36K - $8.16K
|
14.6K
$2.12M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
61+ 1.63% |
$6.91K - $7.66K
|
3.79K
$553K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
49New |
$5.55K - $6.15K
|
49
$7.14K
|
|
|
Aug 11, 2023
Q2 2023
|
Mercer Investments LLC
|
BUY
|
- |
30+ 0.42% |
$3.4K - $3.77K
|
7.1K
$1.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
30New |
$3.4K - $3.77K
|
30
$4.37K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24+ 0.76% |
$2.72K - $3.01K
|
3.17K
$462K
|