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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
51New |
$6K - $6.8K
|
51
$7.52K
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
50+ 1.88% |
$5.88K - $6.66K
|
2.71K
$400K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
50New |
$5.88K - $6.66K
|
50
$7.37K
|
|
Nov 09, 2023
Q3 2023
|
Mercer Investments LLC
|
BUY
|
- |
47+ 0.66% |
$5.53K - $6.26K
|
7.15K
$1.05M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
41+ 0.67% |
$4.82K - $5.46K
|
6.19K
$913K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
35New |
$4.12K - $4.66K
|
35
$5.16K
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
20+ 0.69% |
$2.35K - $2.66K
|
2.93K
$432K
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
16+ 0.68% |
$1.88K - $2.13K
|
2.38K
$350K
|
|
Nov 07, 2023
Q3 2023
|
Hc Advisors, LLC
|
BUY
|
- |
14+ 0.29% |
$1.65K - $1.87K
|
4.82K
$710K
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
12+ 0.68% |
$1.41K - $1.6K
|
1.77K
$261K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10+ 0.12% |
$1.18K - $1.33K
|
8.29K
$1.22M
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5New |
$588 - $666
|
5
$737
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 0.73% |
$470 - $533
|
554
$81.6K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.56% |
$235 - $266
|
356
$52.5K
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.71% |
$235 - $266
|
285
$42K
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
1+ 1.3% |
$118 - $133
|
78
$11.5K
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1+ 0.02% |
$118 - $133
|
6.43K
$947K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4- 0.09% |
$470 - $533
|
4.49K
$661K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-14- 0.57% |
$1.65K - $1.87K
|
2.45K
$361K
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-20- 0.13% |
$2.35K - $2.66K
|
15.4K
$2.26M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20- 0.14% |
$2.35K - $2.66K
|
14.5K
$2.14M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-31- 0.35% |
$3.65K - $4.13K
|
8.77K
$1.29M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-42- 1.76% |
$4.94K - $5.6K
|
2.35K
$346K
|
|
Oct 13, 2023
Q3 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-45- 1.5% |
$5.29K - $6K
|
2.96K
$437K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-51- 0.19% |
$6K - $6.8K
|
26.9K
$3.96M
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-66- 2.03% |
$7.76K - $8.79K
|
3.19K
$471K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-77- 2.03% |
$9.05K - $10.3K
|
3.72K
$548K
|
|
Oct 17, 2023
Q3 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-95- 0.56% |
$11.2K - $12.7K
|
16.9K
$2.49M
|
|
Nov 15, 2023
Q3 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-102- 1.3% |
$12K - $13.6K
|
7.74K
$1.14M
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-113- 2.01% |
$13.3K - $15.1K
|
5.52K
$814K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-121- 97.58% |
$14.2K - $16.1K
|
3
$442
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-143- 4.79% |
$16.8K - $19.1K
|
2.84K
$419K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-166- 5.46% |
$19.5K - $22.1K
|
2.88K
$424K
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-175- 2.23% |
$20.6K - $23.3K
|
7.66K
$1.13M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-237- 5.68% |
$27.9K - $31.6K
|
3.93K
$580K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-241- 0.67% |
$28.3K - $32.1K
|
35.8K
$5.27M
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-306- 10.14% |
$36K - $40.8K
|
2.71K
$400K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-349- 4.33% |
$41K - $46.5K
|
7.72K
$1.14M
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-621- 17.53% |
$73K - $82.7K
|
2.92K
$430K
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-645- 2.48% |
$75.8K - $85.9K
|
25.3K
$3.73M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-983- 3.76% |
$116K - $131K
|
25.2K
$3.71M
|
|
Oct 30, 2023
Q3 2023
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-1.24K- 3.15% |
$145K - $165K
|
38K
$5.61M
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.28K- 30.08% |
$151K - $171K
|
2.98K
$439K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.32K- 8.48% |
$273K - $310K
|
25.1K
$3.69M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.9K- 16.43% |
$811K - $919K
|
35.1K
$5.17M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-7.85K- 14.2% |
$923K - $1.05M
|
47.4K
$6.99M
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-8.08K- 32.13% |
$950K - $1.08M
|
17.1K
$2.52M
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-12.5K- 82.71% |
$1.47M - $1.66M
|
2.61K
$384K
|