Purchases and Sales Made in Q4 2022 in Vanguard Russell 2000 Value Et (VTWV)
This table provides information about the institutional ownership of Vanguard Russell 2000 Value Et (VTWV) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
587+ 3.03% |
$67.7K - $77.2K
|
20K
$2.81M
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
581+ 1.86% |
$67K - $76.4K
|
31.9K
$4.48M
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
555+ 2.44% |
$64K - $73K
|
23.3K
$3.28M
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
485+ 3.0% |
$55.9K - $63.8K
|
16.6K
$2.34M
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
450+ 12.28% |
$51.9K - $59.2K
|
4.12K
$579K
|
|
Jan 26, 2023
Q4 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
447+ 1.1% |
$51.5K - $58.8K
|
41K
$5.76M
|
|
Jan 17, 2023
Q4 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
427+ 3.14% |
$49.2K - $56.2K
|
14K
$1.97M
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
400+ 20.11% |
$46.1K - $52.6K
|
2.39K
$336K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
352+ 320.0% |
$40.6K - $46.3K
|
462
$65K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
339+ 17.56% |
$39.1K - $44.6K
|
2.27K
$319K
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
302+ 9.46% |
$34.8K - $39.7K
|
3.5K
$492K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
272New |
$31.4K - $35.8K
|
272
$38.3K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
272+ 1.76% |
$31.4K - $35.8K
|
15.7K
$2.21M
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
231+ 4.76% |
$26.6K - $30.4K
|
5.09K
$716K
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
141+ 1.7% |
$16.3K - $18.6K
|
8.43K
$1.19M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
135+ 0.93% |
$15.6K - $17.8K
|
14.7K
$2.07M
|
|
Feb 10, 2023
Q4 2022
|
Mercer Investments LLC
|
BUY
|
- |
99+ 1.42% |
$11.4K - $13K
|
7.05K
$991K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
99+ 2.72% |
$11.4K - $13K
|
3.74K
$526K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
87+ 1.43% |
$10K - $11.4K
|
6.16K
$866K
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
53New |
$6.11K - $6.97K
|
53
$7.45K
|
|
Feb 09, 2023
Q4 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
45+ 2.19% |
$5.19K - $5.92K
|
2.1K
$296K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
42New |
$4.84K - $5.53K
|
42
$5.91K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
35+ 1.17% |
$4.04K - $4.6K
|
3.03K
$425K
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
34+ 1.47% |
$3.92K - $4.47K
|
2.34K
$329K
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
33+ 0.29% |
$3.81K - $4.34K
|
11.3K
$1.59M
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
31New |
$3.57K - $4.08K
|
31
$4.36K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13New |
$1.5K - $1.71K
|
13
$1.83K
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13New |
$1.5K - $1.71K
|
13
$1.83K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9+ 0.34% |
$1.04K - $1.18K
|
2.69K
$378K
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
9+ 7.96% |
$1.04K - $1.18K
|
122
$17.2K
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
7+ 1.3% |
$807 - $921
|
545
$76.7K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7+ 0.09% |
$807 - $921
|
8.18K
$1.15M
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
4+ 1.44% |
$461 - $526
|
281
$39.5K
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
2+ 2.67% |
$231 - $263
|
77
$10.8K
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1New |
$115 - $132
|
1
$141
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-15- 2.05% |
$1.73K - $1.97K
|
715
$101K
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-15Closed |
$1.73K - $1.97K
|
0
$0
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-25- 0.81% |
$2.88K - $3.29K
|
3.07K
$432K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-38- 0.56% |
$4.38K - $5K
|
6.79K
$955K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-40- 4.97% |
$4.61K - $5.26K
|
765
$108K
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-50- 0.85% |
$5.77K - $6.58K
|
5.84K
$821K
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-139- 0.7% |
$16K - $18.3K
|
19.7K
$2.77M
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-182- 0.39% |
$21K - $23.9K
|
46K
$6.47M
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-215- 5.43% |
$24.8K - $28.3K
|
3.74K
$526K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-249- 2.44% |
$28.7K - $32.8K
|
9.95K
$1.4M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-319- 3.96% |
$36.8K - $42K
|
7.75K
$1.09M
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-377- 12.06% |
$43.5K - $49.6K
|
2.75K
$387K
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-408- 0.79% |
$47.1K - $53.7K
|
51.3K
$7.21M
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-409- 43.65% |
$47.2K - $53.8K
|
528
$74.3K
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-421- 12.01% |
$48.5K - $55.4K
|
3.09K
$434K
|