Purchases and Sales Made in Q3 2023 in Vanguard Russell 2000 Value Et (VTWV)
This table provides information about the institutional ownership of Vanguard Russell 2000 Value Et (VTWV) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
55.8KNew |
$6.56M - $7.44M
|
55.8K
$8.14M
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
20.6K+ 180.03% |
$2.42M - $2.74M
|
32K
$4.67M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
16.8KNew |
$1.98M - $2.24M
|
16.8K
$2.46M
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
14.8K+ 30.57% |
$1.74M - $1.97M
|
63.1K
$9.21M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.9K+ 106.48% |
$1.28M - $1.45M
|
21.1K
$3.07M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.6K+ 3.85% |
$1.24M - $1.41M
|
285K
$41.6M
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.1K+ 25.92% |
$1.19M - $1.35M
|
49.1K
$7.15M
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
7.42KNew |
$872K - $988K
|
7.42K
$1.08M
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
5.42K+ 5.03% |
$637K - $722K
|
113K
$16.5M
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.34K+ 12.23% |
$628K - $712K
|
49.1K
$7.15M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.26K+ 69.24% |
$618K - $700K
|
12.8K
$1.87M
|
|
Dec 20, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
3.85KNew |
$453K - $513K
|
3.85K
$561K
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
3.72K+ 7.98% |
$438K - $496K
|
50.4K
$7.35M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.16K+ 4.19% |
$372K - $421K
|
78.7K
$11.5M
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
2.9KNew |
$341K - $386K
|
2.9K
$423K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.75K+ 21.45% |
$323K - $366K
|
15.6K
$2.27M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.64KNew |
$310K - $351K
|
2.64K
$384K
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
2.36K+ 13.32% |
$277K - $314K
|
20.1K
$2.93M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2.04KNew |
$240K - $272K
|
2.04K
$298K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.89K+ 61.42% |
$222K - $252K
|
4.97K
$724K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.67KNew |
$196K - $223K
|
1.67K
$243K
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.44K+ 7.47% |
$169K - $192K
|
20.7K
$3.02M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.36K+ 49.47% |
$160K - $182K
|
4.12K
$601K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.34K+ 16.36% |
$157K - $178K
|
9.51K
$1.39M
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.27K+ 1.42% |
$149K - $169K
|
90.9K
$13.3M
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.18K+ 1.88% |
$139K - $158K
|
64.2K
$9.36M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
912+ 2.13% |
$107K - $122K
|
43.7K
$6.38M
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
879+ 14.37% |
$103K - $117K
|
7K
$1.02M
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
824+ 32.78% |
$96.9K - $110K
|
3.34K
$487K
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
762+ 11.03% |
$89.6K - $102K
|
7.67K
$1.12M
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
536+ 4.16% |
$63K - $71.4K
|
13.4K
$1.96M
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
532+ 1266.67% |
$62.6K - $70.9K
|
574
$83.7K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
521+ 5.66% |
$61.3K - $69.4K
|
9.73K
$1.42M
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
490+ 2.29% |
$57.6K - $65.3K
|
21.9K
$3.19M
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
486+ 2.95% |
$57.1K - $64.8K
|
17K
$2.48M
|
|
Oct 10, 2023
Q3 2023
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
430+ 4.28% |
$50.6K - $57.3K
|
10.5K
$1.53M
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
400+ 15.38% |
$47K - $53.3K
|
3K
$437K
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
366+ 13.26% |
$43K - $48.8K
|
3.13K
$456K
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
324+ 1.44% |
$38.1K - $43.2K
|
22.8K
$3.33M
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
310+ 2.78% |
$36.5K - $41.3K
|
11.4K
$1.67M
|
|
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
286+ 2.35% |
$33.6K - $38.1K
|
12.5K
$1.82M
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
268+ 14.7% |
$31.5K - $35.7K
|
2.09K
$305K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
225+ 4.11% |
$26.5K - $30K
|
5.69K
$830K
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
196+ 1.15% |
$23K - $26.1K
|
17.3K
$2.52M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
114+ 0.47% |
$13.4K - $15.2K
|
24.5K
$3.57M
|
|
Nov 03, 2023
Q3 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
105+ 2.08% |
$12.3K - $14K
|
5.16K
$753K
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
101New |
$11.9K - $13.5K
|
101
$14.7K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
100New |
$11.8K - $13.3K
|
100
$14.6K
|
|
Oct 25, 2023
Q3 2023
|
Eukles Asset Management
|
BUY
|
- |
78New |
$9.17K - $10.4K
|
78
$11.4K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
75+ 2.37% |
$8.82K - $9.99K
|
3.24K
$473K
|