Purchases and Sales Made in Q1 2023 in Vanguard Russell 1000 ETF (VONE)
This table provides information about the institutional ownership of Vanguard Russell 1000 ETF (VONE) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD RUSSELL 1000 ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
880+ 3.1% |
$152K - $168K
|
29.2K
$7.95M
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
793+ 48.35% |
$137K - $151K
|
2.43K
$662K
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
715+ 51.81% |
$124K - $136K
|
2.1K
$570K
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
602+ 3.43% |
$104K - $115K
|
18.2K
$4.94M
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
554+ 7.64% |
$95.8K - $106K
|
7.8K
$2.12M
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
519+ 0.15% |
$89.7K - $99K
|
348K
$94.6M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
512+ 3.31% |
$88.5K - $97.7K
|
16K
$4.34M
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
505New |
$87.3K - $96.4K
|
505
$137K
|
|
May 11, 2023
Q1 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
452+ 0.44% |
$78.1K - $86.3K
|
103K
$28M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
362+ 46.71% |
$62.6K - $69.1K
|
1.14K
$309K
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
267+ 4.37% |
$46.2K - $50.9K
|
6.37K
$1.73M
|
|
Apr 17, 2023
Q1 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
260+ 1.75% |
$45K - $49.6K
|
15.1K
$4.11M
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
247+ 7.39% |
$42.7K - $47.1K
|
3.59K
$977K
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
205+ 15.99% |
$35.4K - $39.1K
|
1.49K
$405K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
204New |
$35.3K - $38.9K
|
204
$55.5K
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
190+ 1.27% |
$32.8K - $36.3K
|
15.2K
$4.12M
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
165New |
$28.5K - $31.5K
|
165
$44.9K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
160New |
$27.7K - $30.5K
|
160
$43.5K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
109New |
$18.8K - $20.8K
|
109
$29.7K
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
101New |
$17.5K - $19.3K
|
101
$27.5K
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
92+ 0.14% |
$15.9K - $17.6K
|
65.9K
$17.9M
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
54+ 3.97% |
$9.34K - $10.3K
|
1.41K
$385K
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
48+ 1.33% |
$8.3K - $9.16K
|
3.67K
$998K
|
|
Apr 27, 2023
Q1 2023
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
47+ 0.23% |
$8.13K - $8.97K
|
20.3K
$5.53M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
39+ 1.63% |
$6.74K - $7.44K
|
2.44K
$664K
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
26+ 0.34% |
$4.5K - $4.96K
|
7.73K
$2.1M
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
23+ 1.0% |
$3.98K - $4.39K
|
2.32K
$630K
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
21New |
$3.63K - $4.01K
|
21
$5.71K
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
19+ 1.44% |
$3.28K - $3.63K
|
1.34K
$365K
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
15+ 0.37% |
$2.59K - $2.86K
|
4.09K
$1.11M
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
13New |
$2.25K - $2.48K
|
13
$3.54K
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
11+ 0.79% |
$1.9K - $2.1K
|
1.4K
$382K
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
6+ 0.28% |
$1.04K - $1.14K
|
2.19K
$595K
|
|
Apr 06, 2023
Q1 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
4+ 0.38% |
$692 - $763
|
1.06K
$287K
|
|
Apr 25, 2023
Q1 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
3+ 0.11% |
$519 - $572
|
2.76K
$752K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.23% |
$173 - $191
|
433
$118K
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1+ 0.02% |
$173 - $191
|
5.98K
$1.63M
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 4.35% |
$173 - $191
|
24
$6.53K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-5- 1.26% |
$864 - $954
|
393
$107K
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-15- 0.07% |
$2.59K - $2.86K
|
21.5K
$5.84M
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-17- 1.29% |
$2.94K - $3.24K
|
1.3K
$354K
|
|
Apr 25, 2023
Q1 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-36- 2.19% |
$6.22K - $6.87K
|
1.61K
$437K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-45- 1.11% |
$7.78K - $8.59K
|
3.99K
$1.09M
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-50- 0.7% |
$8.64K - $9.54K
|
7.11K
$1.93M
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-58- 0.6% |
$10K - $11.1K
|
9.69K
$2.64M
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-62- 0.17% |
$10.7K - $11.8K
|
36.4K
$9.9M
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-72- 5.19% |
$12.4K - $13.7K
|
1.32K
$358K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-102- 29.91% |
$17.6K - $19.5K
|
239
$65K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-103- 1.38% |
$17.8K - $19.7K
|
7.35K
$2M
|