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 |
---|---|---|---|---|---|---|---|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
23+ 0.8% |
$2.6K - $2.89K
|
2.91K
$425K
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
22+ 0.26% |
$2.49K - $2.76K
|
8.45K
$1.23M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21+ 0.25% |
$2.38K - $2.64K
|
8.28K
$1.21M
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
20+ 0.36% |
$2.26K - $2.51K
|
5.64K
$822K
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
10+ 0.43% |
$1.13K - $1.26K
|
2.36K
$344K
|
|
Aug 10, 2023
Q2 2023
|
Hc Advisors, LLC
|
BUY
|
- |
9+ 0.19% |
$1.02K - $1.13K
|
4.8K
$700K
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7+ 0.4% |
$792 - $879
|
1.76K
$256K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3+ 2.48% |
$340 - $377
|
124
$18.1K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.28% |
$113 - $126
|
354
$51.6K
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.35% |
$113 - $126
|
283
$41.3K
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 1.89% |
$113 - $126
|
54
$7.87K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8- 0.02% |
$906 - $1K
|
36K
$5.25M
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-21- 0.68% |
$2.38K - $2.64K
|
3.08K
$449K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-31- 0.5% |
$3.51K - $3.89K
|
6.15K
$897K
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-39- 0.18% |
$4.41K - $4.9K
|
21.4K
$3.13M
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-52- 2.02% |
$5.89K - $6.53K
|
2.53K
$369K
|
|
Jul 19, 2023
Q2 2023
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-75- 2.07% |
$8.49K - $9.42K
|
3.55K
$518K
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-75- 4.13% |
$8.49K - $9.42K
|
1.74K
$254K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-86- 1.04% |
$9.74K - $10.8K
|
8.18K
$1.19M
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-118- 0.91% |
$13.4K - $14.8K
|
12.9K
$1.88M
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-120- 0.7% |
$13.6K - $15.1K
|
17.1K
$2.49M
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-205- 3.17% |
$23.2K - $25.7K
|
6.26K
$913K
|
|
Jul 21, 2023
Q2 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-206- 6.41% |
$23.3K - $25.9K
|
3.01K
$439K
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-233- 1.49% |
$26.4K - $29.3K
|
15.4K
$2.24M
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-239- 8.84% |
$27.1K - $30K
|
2.47K
$360K
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-276- 2.42% |
$31.2K - $34.7K
|
11.1K
$1.62M
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-287- 1.51% |
$32.5K - $36K
|
18.7K
$2.72M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-292- 10.88% |
$33.1K - $36.7K
|
2.39K
$349K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-384- 11.21% |
$43.5K - $48.2K
|
3.04K
$444K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-591- 2.21% |
$66.9K - $74.2K
|
26.2K
$3.82M
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-777- 28.67% |
$88K - $97.6K
|
1.93K
$282K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.25K- 21.75% |
$141K - $157K
|
4.49K
$655K
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.43K- 1.57% |
$162K - $180K
|
89.6K
$13.1M
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.54K- 6.47% |
$174K - $193K
|
22.2K
$3.24M
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.54K- 6.47% |
$174K - $193K
|
22.2K
$3.24M
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.58K- 22.46% |
$179K - $199K
|
5.47K
$797K
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2.18K- 8.83% |
$247K - $274K
|
22.5K
$3.28M
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.57K- 38.14% |
$291K - $323K
|
4.17K
$608K
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-2.84K- 5.55% |
$321K - $357K
|
48.4K
$7.05M
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.91K- 6.24% |
$329K - $365K
|
43.7K
$6.37M
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.91K- 6.24% |
$329K - $365K
|
43.7K
$6.37M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.62K- 26.17% |
$409K - $454K
|
10.2K
$1.49M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.34K- 45.52% |
$718K - $797K
|
7.59K
$1.11M
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.73K- 21.12% |
$762K - $846K
|
25.2K
$3.67M
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.18KClosed |
$812K - $901K
|
0
$0
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-7.69K- 12.21% |
$870K - $965K
|
55.3K
$8.06M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.12K- 22.87% |
$919K - $1.02M
|
27.4K
$3.99M
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10.9K- 71.83% |
$1.23M - $1.36M
|
4.26K
$621K
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-28.4KClosed |
$3.22M - $3.57M
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-31.3K- 92.79% |
$3.54M - $3.93M
|
2.43K
$355K
|