Purchases and Sales Made in Q4 2024 in Vanguard Russell 2000 Value Et (VTWV)
This table provides information about the institutional ownership of Vanguard Russell 2000 Value Et (VTWV) during Q4 2024. 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 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
1.95K+ 10.41% |
$280K - $312K
|
20.7K
$3.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.82KNew |
$262K - $291K
|
1.82K
$268K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
1.56KNew |
$224K - $249K
|
1.56K
$230K
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.23K+ 2.28% |
$177K - $197K
|
55.3K
$8.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
981+ 5.57% |
$141K - $157K
|
18.6K
$2.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
907+ 10.07% |
$130K - $145K
|
9.91K
$1.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
522+ 18.09% |
$75K - $83.5K
|
3.41K
$502K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
350New |
$50.3K - $56K
|
350
$51.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
342+ 15.23% |
$49.1K - $54.7K
|
2.59K
$382K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
335+ 14.29% |
$48.1K - $53.6K
|
2.68K
$395K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
292+ 4.13% |
$42K - $46.7K
|
7.37K
$1.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
287+ 6.09% |
$41.2K - $45.9K
|
5K
$737K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
207+ 0.87% |
$29.7K - $33.1K
|
24K
$3.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
119+ 2.68% |
$17.1K - $19K
|
4.56K
$672K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
80New |
$11.5K - $12.8K
|
80
$11.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
36+ 0.55% |
$5.17K - $5.76K
|
6.63K
$977K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
33+ 0.95% |
$4.74K - $5.28K
|
3.49K
$515K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7+ 0.63% |
$1.01K - $1.12K
|
1.13K
$166K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
5+ 0.67% |
$718 - $800
|
752
$111K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.55% |
$287 - $320
|
364
$53.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-7- 0.04% |
$1.01K - $1.12K
|
18.7K
$2.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-18- 0.41% |
$2.59K - $2.88K
|
4.37K
$644K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-42- 51.85% |
$6.03K - $6.72K
|
39
$5.75K
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-62- 32.98% |
$8.91K - $9.92K
|
126
$18.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-80- 0.92% |
$11.5K - $12.8K
|
8.6K
$1.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-192- 6.59% |
$27.6K - $30.7K
|
2.72K
$401K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-237- 1.1% |
$34.1K - $37.9K
|
21.3K
$3.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-261- 2.47% |
$37.5K - $41.7K
|
10.3K
$1.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-425- 0.83% |
$61.1K - $68K
|
51K
$7.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-450- 6.85% |
$64.7K - $72K
|
6.12K
$902K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-805- 4.6% |
$116K - $129K
|
16.7K
$2.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.75K- 24.79% |
$251K - $280K
|
5.31K
$782K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.99K- 32.54% |
$285K - $317K
|
4.12K
$607K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.1K- 9.7% |
$302K - $336K
|
19.6K
$2.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-9.37K- 32.91% |
$1.35M - $1.5M
|
19.1K
$2.82M
|