Purchases and Sales Made in Q4 2023 in Vanguard Russell 2000 Value Et (VTWV)
This table provides information about the institutional ownership of Vanguard Russell 2000 Value Et (VTWV) during Q4 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 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
198K+ 166.27% |
$21.8M - $27.5M
|
317K
$46.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
41.7K+ 9.47% |
$4.6M - $5.81M
|
482K
$70.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
37.7KNew |
$4.16M - $5.25M
|
37.7K
$5.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.7K+ 11.11% |
$3.49M - $4.41M
|
317K
$46.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22.4K+ 51.26% |
$2.47M - $3.12M
|
66.1K
$9.64M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
19K+ 27.88% |
$2.1M - $2.65M
|
87.2K
$12.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
13KNew |
$1.43M - $1.81M
|
13K
$1.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
12.8K+ 11.31% |
$1.41M - $1.78M
|
126K
$18.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.7K+ 60.26% |
$1.4M - $1.77M
|
33.8K
$4.92M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.44K+ 149.73% |
$820K - $1.04M
|
12.4K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.56K+ 43.25% |
$613K - $773K
|
18.4K
$2.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
5.2K+ 179.31% |
$574K - $724K
|
8.1K
$1.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
4.63KNew |
$510K - $644K
|
4.63K
$674K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.14KNew |
$456K - $576K
|
4.14K
$603K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.92K+ 47.24% |
$432K - $545K
|
12.2K
$1.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.8K+ 24.42% |
$419K - $529K
|
19.4K
$2.82M
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
3.63KNew |
$400K - $505K
|
3.63K
$529K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.34K+ 100.0% |
$369K - $465K
|
6.68K
$975K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.29K+ 42.89% |
$363K - $458K
|
11K
$1.6M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.47K+ 9.82% |
$273K - $344K
|
27.7K
$4.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.91K+ 59.94% |
$211K - $266K
|
5.11K
$745K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.78KNew |
$196K - $247K
|
1.78K
$259K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
1.65KNew |
$182K - $230K
|
1.65K
$241K
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
1.64K+ 13.19% |
$181K - $229K
|
14.1K
$2.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.59KNew |
$175K - $221K
|
1.59K
$231K
|
|
|
Feb 13, 2024
Q4 2023
|
Granger Management LLC
|
BUY
|
- |
1.57KNew |
$173K - $219K
|
1.57K
$229K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.57K+ 2.44% |
$173K - $218K
|
65.7K
$9.58M
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.51KNew |
$166K - $209K
|
1.51K
$219K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.31K+ 39.19% |
$144K - $182K
|
4.65K
$677K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.11KNew |
$122K - $154K
|
1.11K
$161K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.01K+ 4.85% |
$111K - $140K
|
21.7K
$3.17M
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
960+ 5.69% |
$106K - $134K
|
17.8K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
946+ 1.2% |
$104K - $132K
|
79.6K
$11.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
873+ 8.97% |
$96.3K - $122K
|
10.6K
$1.55M
|
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
709+ 1.41% |
$78.2K - $98.7K
|
51.1K
$7.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
655+ 11.86% |
$72.3K - $91.2K
|
6.18K
$901K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
545+ 18.94% |
$60.1K - $75.9K
|
3.42K
$499K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
505+ 12.84% |
$55.7K - $70.3K
|
4.44K
$647K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
484New |
$53.4K - $67.4K
|
484
$70.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
343+ 16.79% |
$37.8K - $47.7K
|
2.39K
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
291+ 10.23% |
$32.1K - $40.5K
|
3.14K
$457K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
276+ 1.9% |
$30.4K - $38.4K
|
14.8K
$2.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
230+ 0.6% |
$25.4K - $32K
|
38.3K
$5.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
207+ 5.02% |
$22.8K - $28.8K
|
4.33K
$631K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
188New |
$20.7K - $26.2K
|
188
$27.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
182New |
$20.1K - $25.3K
|
182
$26.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
181+ 8.66% |
$20K - $25.2K
|
2.27K
$331K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
174+ 7.33% |
$19.2K - $24.2K
|
2.55K
$372K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
146+ 2.09% |
$16.1K - $20.3K
|
7.14K
$1.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
135+ 5.51% |
$14.9K - $18.8K
|
2.59K
$377K
|