Latest Institutional Transactions on Vanguard Russell 1000 ETF (VONE)
This table provides information on the latest institutional transactions involving Vanguard Russell 1000 ETF (VONE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
200New |
$37.3K - $43.5K
|
200
$54.7K
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-601- 10.82% |
$112K - $131K
|
4.95K
$1.35M
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
1.91KNew |
$356K - $416K
|
1.91K
$522K
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-117- 10.03% |
$21.8K - $25.5K
|
1.05K
$287K
|
|
Q3 2023 | |||||||
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.56KNew |
$302K - $325K
|
1.56K
$427K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5- 0.01% |
$968 - $1.04K
|
34.9K
$9.53M
|
|
Nov 14, 2023
Q3 2023
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-4.92K- 19.43% |
$952K - $1.03M
|
20.4K
$5.58M
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2Closed |
$387 - $417
|
0
$0
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.05K- 13.48% |
$203K - $219K
|
6.74K
$1.84M
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-338- 4.71% |
$65.4K - $70.5K
|
6.83K
$1.87M
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
252New |
$48.8K - $52.6K
|
252
$68.9K
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-175- 2.63% |
$33.9K - $36.5K
|
6.47K
$1.77M
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
5.36KNew |
$1.04M - $1.12M
|
5.36K
$1.46M
|
|
Q2 2023 | |||||||
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-60.8K- 91.05% |
$11.2M - $12.3M
|
5.98K
$1.63M
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-4KClosed |
$734K - $806K
|
0
$0
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
27.8KNew |
$5.1M - $5.61M
|
27.8K
$7.61M
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
152New |
$27.9K - $30.6K
|
152
$41.6K
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3New |
$550 - $605
|
3
$820
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
166New |
$30.5K - $33.5K
|
166
$45.4K
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
160New |
$29.4K - $32.2K
|
160
$43.8K
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
1.03KNew |
$188K - $207K
|
1.03K
$281K
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.58K- 59.17% |
$289K - $317K
|
1.09K
$297K
|
|
Jul 26, 2023
Q2 2023
|
Founders Capital Management, LLC
|
BUY
|
- |
30.2KNew |
$5.54M - $6.09M
|
30.2K
$8.26M
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
124+ 11.34% |
$22.8K - $25K
|
1.22K
$333K
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-11- 0.65% |
$2.02K - $2.22K
|
1.68K
$461K
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-3.6K- 69.23% |
$660K - $726K
|
1.6K
$438K
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.61KNew |
$478K - $526K
|
2.61K
$713K
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5+ 0.34% |
$917 - $1.01K
|
1.49K
$408K
|
|
Jul 12, 2023
Q2 2023
|
Wealth Cmt
|
SELL
|
- |
-994- 2.88% |
$182K - $200K
|
33.6K
$9.18M
|
|
Q1 2023 | |||||||
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-664- 10.16% |
$115K - $127K
|
5.87K
$1.61M
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-72- 5.19% |
$12.4K - $13.7K
|
1.32K
$360K
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
9.41KNew |
$1.63M - $1.79M
|
9.41K
$2.57M
|
|
May 12, 2023
Q1 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
12.4KNew |
$2.15M - $2.37M
|
12.4K
$3.39M
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
21New |
$3.63K - $4.01K
|
21
$5.74K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
204New |
$35.3K - $38.9K
|
204
$55.8K
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-1.41K- 16.16% |
$244K - $269K
|
7.32K
$2M
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 4.35% |
$173 - $191
|
24
$6.56K
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-15.6K- 80.62% |
$2.69M - $2.97M
|
3.74K
$1.02M
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
13New |
$2.25K - $2.48K
|
13
$3.56K
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
190+ 1.27% |
$32.8K - $36.3K
|
15.2K
$4.14M
|
|
Q4 2022 | |||||||
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
3.13KNew |
$509K - $580K
|
3.13K
$855K
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
55New |
$8.96K - $10.2K
|
55
$15K
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
451New |
$73.4K - $83.8K
|
451
$123K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.51MNew |
$246M - $281M
|
1.51M
$413M
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
411+ 0.68% |
$66.9K - $76.3K
|
60.8K
$16.6M
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.53KNew |
$250K - $285K
|
1.53K
$419K
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-2.03KClosed |
$331K - $377K
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-61- 0.05% |
$9.93K - $11.3K
|
132K
$36M
|
|
Feb 08, 2023
Q4 2022
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-2.01K- 55.52% |
$327K - $373K
|
1.61K
$440K
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
4.07KNew |
$663K - $756K
|
4.07K
$1.11M
|