Purchases and Sales Made in Q1 2024 in Vanguard Russell 1000 ETF (VONE)
This table provides information about the institutional ownership of Vanguard Russell 1000 ETF (VONE) during Q1 2024. 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 |
---|---|---|---|---|---|---|---|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
128KNew |
$27.3M - $30.5M
|
128K
$34.8M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
72.1K+ 15.35% |
$15.4M - $17.2M
|
542K
$147M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
72.1K+ 15.35% |
$15.4M - $17.2M
|
542K
$147M
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
68.6K+ 24.27% |
$14.6M - $16.3M
|
351K
$95.5M
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
65.2K+ 30.85% |
$13.9M - $15.5M
|
277K
$75.3M
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
61.1K+ 1647.28% |
$13M - $14.6M
|
64.8K
$17.6M
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
60.9KNew |
$13M - $14.5M
|
60.9K
$16.6M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
59.5K+ 30.03% |
$12.7M - $14.2M
|
258K
$70.1M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
55.9K+ 46.1% |
$11.9M - $13.3M
|
177K
$48.2M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
51.2KNew |
$10.9M - $12.2M
|
51.2K
$13.9M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
38.7K+ 16.75% |
$8.24M - $9.22M
|
270K
$73.4M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
29.6KNew |
$6.31M - $7.06M
|
29.6K
$8.06M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
25.9K+ 3.4% |
$5.52M - $6.18M
|
789K
$215M
|
|
Apr 12, 2024
Q1 2024
|
Flower City Capital
|
BUY
|
- |
20.5K+ 11.85% |
$4.36M - $4.88M
|
193K
$52.6M
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
18.5KNew |
$3.93M - $4.4M
|
18.5K
$5.02M
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
15.3K+ 2530.08% |
$3.26M - $3.65M
|
15.9K
$4.33M
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
13.4K+ 64.15% |
$2.86M - $3.2M
|
34.4K
$9.36M
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
12.4KNew |
$2.64M - $2.96M
|
12.4K
$3.38M
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
10.8K+ 66.29% |
$2.3M - $2.58M
|
27.1K
$7.38M
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10.5K+ 34.26% |
$2.23M - $2.49M
|
41K
$11.2M
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
10.1KNew |
$2.15M - $2.4M
|
10.1K
$2.74M
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
9.71K+ 8.34% |
$2.07M - $2.31M
|
126K
$34.3M
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
9.5K+ 9.1% |
$2.02M - $2.26M
|
114K
$31M
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
9.11K+ 42.43% |
$1.94M - $2.17M
|
30.6K
$8.32M
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.14KNew |
$1.52M - $1.7M
|
7.14K
$1.94M
|
|
Apr 19, 2024
Q1 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
5.99K+ 0.82% |
$1.28M - $1.43M
|
739K
$201M
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
5.87K+ 8.36% |
$1.25M - $1.4M
|
76.1K
$20.7M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.94K+ 66.24% |
$1.05M - $1.18M
|
12.4K
$3.37M
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.16K+ 6.25% |
$886K - $991K
|
70.7K
$19.2M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.14K+ 18.81% |
$882K - $987K
|
26.2K
$7.12M
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.97K+ 29.76% |
$845K - $946K
|
17.3K
$4.71M
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.8K+ 10.56% |
$808K - $905K
|
39.7K
$10.8M
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3.72K+ 206.95% |
$792K - $887K
|
5.52K
$1.5M
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.55K+ 50.85% |
$755K - $845K
|
10.5K
$2.86M
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
3.45K+ 6.54% |
$735K - $822K
|
56.2K
$15.3M
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.36KNew |
$715K - $800K
|
3.36K
$914K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.35K+ 3.98% |
$714K - $799K
|
87.6K
$23.8M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.07K+ 3.18% |
$654K - $733K
|
99.8K
$27.2M
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
2.86K+ 20.68% |
$609K - $682K
|
16.7K
$4.54M
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
2.35K+ 17.92% |
$501K - $560K
|
15.5K
$4.21M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.24K+ 32.53% |
$476K - $533K
|
9.11K
$2.48M
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.24KNew |
$476K - $533K
|
2.24K
$609K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.2K+ 1.43% |
$469K - $525K
|
156K
$42.4M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.01KNew |
$427K - $478K
|
2.01K
$545K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.91K+ 1412.59% |
$406K - $454K
|
2.04K
$556K
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.72K+ 18.56% |
$366K - $409K
|
11K
$2.98M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.6K+ 30.4% |
$340K - $381K
|
6.85K
$1.86M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.56K+ 7.44% |
$331K - $371K
|
22.5K
$6.11M
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
1.5KNew |
$318K - $356K
|
1.5K
$407K
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.49K+ 6.26% |
$317K - $354K
|
25.2K
$6.86M
|