Purchases and Sales Made in Q2 2023 in Vanguard Russell 1000 ETF (VONE)
This table provides information about the institutional ownership of Vanguard Russell 1000 ETF (VONE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
878New |
$161K - $177K
|
878
$239K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
784+ 57.27% |
$144K - $158K
|
2.15K
$586K
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
641+ 0.52% |
$118K - $129K
|
123K
$33.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
490New |
$89.9K - $98.8K
|
490
$133K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
456+ 1.62% |
$83.7K - $91.9K
|
28.6K
$7.78M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
438+ 17.96% |
$80.4K - $88.3K
|
2.88K
$783K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
432+ 13.61% |
$79.3K - $87.1K
|
3.61K
$981K
|
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
370+ 4.74% |
$67.9K - $74.6K
|
8.17K
$2.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
342+ 0.9% |
$62.7K - $68.9K
|
38.2K
$10.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
321+ 12.39% |
$58.9K - $64.7K
|
2.91K
$792K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
320+ 63.37% |
$58.7K - $64.5K
|
825
$224K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
300+ 2.44% |
$55K - $60.5K
|
12.6K
$3.43M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
175+ 1.1% |
$32.1K - $35.3K
|
16.1K
$4.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
166New |
$30.5K - $33.5K
|
166
$45.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
160New |
$29.4K - $32.2K
|
160
$43.5K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
152New |
$27.9K - $30.6K
|
152
$41.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
124+ 11.34% |
$22.8K - $25K
|
1.22K
$331K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
114+ 8.06% |
$20.9K - $23K
|
1.53K
$416K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
112+ 0.84% |
$20.5K - $22.6K
|
13.5K
$3.68M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
106+ 0.36% |
$19.4K - $21.4K
|
29.3K
$7.98M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
96+ 5.02% |
$17.6K - $19.3K
|
2.01K
$546K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
90+ 1.27% |
$16.5K - $18.1K
|
7.17K
$1.95M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
77+ 1.17% |
$14.1K - $15.5K
|
6.64K
$1.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
77+ 1.17% |
$14.1K - $15.5K
|
6.64K
$1.81M
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
BUY
|
- |
69+ 1.97% |
$12.7K - $13.9K
|
3.57K
$970K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
45+ 1.66% |
$8.26K - $9.07K
|
2.76K
$749K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
29+ 18.13% |
$5.32K - $5.85K
|
189
$51.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
24+ 0.65% |
$4.4K - $4.84K
|
3.69K
$1M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
13+ 0.32% |
$2.39K - $2.62K
|
4.1K
$1.12M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5+ 0.34% |
$917 - $1.01K
|
1.49K
$406K
|
|
|
Aug 11, 2023
Q2 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.36% |
$734 - $806
|
1.12K
$305K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3New |
$550 - $605
|
3
$816
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
3+ 0.14% |
$550 - $605
|
2.1K
$571K
|
|
|
Jul 17, 2023
Q2 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
3+ 0.28% |
$550 - $605
|
1.06K
$288K
|
|
|
Aug 07, 2023
Q2 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
3+ 0.11% |
$550 - $605
|
2.77K
$753K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.84% |
$367 - $403
|
241
$65.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.46% |
$367 - $403
|
435
$118K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1+ 0.02% |
$183 - $202
|
5.98K
$1.63M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 1.25% |
$183 - $202
|
81
$22K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1+ 0.05% |
$183 - $202
|
1.86K
$505K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-5- 1.27% |
$917 - $1.01K
|
388
$106K
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-11- 0.65% |
$2.02K - $2.22K
|
1.68K
$458K
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-25- 1.78% |
$4.59K - $5.04K
|
1.38K
$375K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-26- 0.99% |
$4.77K - $5.24K
|
2.59K
$705K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-27- 0.56% |
$4.95K - $5.44K
|
4.83K
$1.32M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-29- 0.44% |
$5.32K - $5.85K
|
6.58K
$1.79M
|
|
|
Jul 14, 2023
Q2 2023
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-39- 0.28% |
$7.16K - $7.86K
|
14K
$3.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-48- 1.5% |
$8.81K - $9.67K
|
3.15K
$856K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-79- 0.99% |
$14.5K - $15.9K
|
7.87K
$2.14M
|