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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
97+ 3.26% |
$10.7K - $13.5K
|
3.07K
$448K
|
|
|
Jan 03, 2024
Q4 2023
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
59+ 0.56% |
$6.51K - $8.21K
|
10.5K
$1.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
51+ 0.45% |
$5.63K - $7.1K
|
11.5K
$1.68M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
44New |
$4.85K - $6.12K
|
44
$6.42K
|
|
|
Jan 17, 2024
Q4 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
24+ 0.81% |
$2.65K - $3.34K
|
2.99K
$436K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
21+ 0.72% |
$2.32K - $2.92K
|
2.95K
$431K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13+ 0.73% |
$1.43K - $1.81K
|
1.78K
$260K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 0.72% |
$441 - $557
|
558
$81.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.7% |
$221 - $278
|
287
$41.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.56% |
$221 - $278
|
358
$52.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-3- 0.17% |
$331 - $418
|
1.74K
$253K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-24- 0.11% |
$2.65K - $3.34K
|
21.9K
$3.19M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-31- 91.18% |
$3.42K - $4.31K
|
3
$437
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-32- 68.09% |
$3.53K - $4.45K
|
15
$2.19K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-43- 1.16% |
$4.74K - $5.98K
|
3.67K
$536K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-47- 1.33% |
$5.18K - $6.54K
|
3.5K
$510K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-60- 0.11% |
$6.62K - $8.35K
|
55.8K
$8.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-60- 0.24% |
$6.62K - $8.35K
|
25.3K
$3.69M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-67- 2.07% |
$7.39K - $9.33K
|
3.17K
$463K
|
|
|
Feb 12, 2024
Q4 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-81- 1.05% |
$8.94K - $11.3K
|
7.66K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-157- 1.19% |
$17.3K - $21.9K
|
13K
$1.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-160- 6.81% |
$17.6K - $22.3K
|
2.19K
$319K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-185- 7.02% |
$20.4K - $25.7K
|
2.45K
$358K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-207- 0.58% |
$22.8K - $28.8K
|
35.6K
$5.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-220- 1.56% |
$24.3K - $30.6K
|
13.9K
$2.03M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-229- 8.63% |
$25.3K - $31.9K
|
2.43K
$354K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-290- 54.92% |
$32K - $40.4K
|
238
$34.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-300- 72.99% |
$33.1K - $41.8K
|
111
$16.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-304- 3.2% |
$33.5K - $42.3K
|
9.21K
$1.34M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-322- 10.3% |
$35.5K - $44.8K
|
2.8K
$409K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-500- 41.67% |
$55.2K - $69.6K
|
700
$102K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-515- 9.05% |
$56.8K - $71.7K
|
5.18K
$755K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-527- 91.81% |
$58.1K - $73.3K
|
47
$6.85K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-868- 5.65% |
$95.7K - $121K
|
14.5K
$2.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.03K- 2.94% |
$114K - $143K
|
34.1K
$4.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.14K- 4.98% |
$125K - $158K
|
21.7K
$3.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.34K- 15.26% |
$148K - $186K
|
7.43K
$1.08M
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-1.4K- 29.06% |
$154K - $195K
|
3.42K
$498K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.61K- 1.77% |
$177K - $224K
|
89.3K
$13M
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.88K- 47.22% |
$207K - $262K
|
2.1K
$306K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.25K- 29.2% |
$249K - $314K
|
5.46K
$797K
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-2.36K- 45.74% |
$260K - $329K
|
2.8K
$408K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.7K- 16.04% |
$298K - $376K
|
14.1K
$2.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.89K- 64.36% |
$319K - $402K
|
1.6K
$233K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-4K- 39.31% |
$442K - $557K
|
6.18K
$901K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.38K- 11.36% |
$594K - $749K
|
42K
$6.13M
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-7.98K- 46.98% |
$880K - $1.11M
|
9.01K
$1.31M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-8.25K- 48.34% |
$910K - $1.15M
|
8.82K
$1.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-9.57K- 15.16% |
$1.06M - $1.33M
|
53.6K
$7.81M
|