Purchases and Sales Made in Q3 2023 in Vanguard Russell 1000 ETF (VONE)
This table provides information about the institutional ownership of Vanguard Russell 1000 ETF (VONE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
152KNew |
$29.5M - $31.7M
|
152K
$41.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
60.8K+ 1017.82% |
$11.8M - $12.7M
|
66.8K
$18.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Flower City Capital
|
BUY
|
- |
42.8K+ 39.42% |
$8.28M - $8.92M
|
151K
$41.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
37.4K+ 5.23% |
$7.23M - $7.79M
|
752K
$204M
|
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
37.1KNew |
$7.18M - $7.74M
|
37.1K
$10.1M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30.4K+ 57.94% |
$5.89M - $6.34M
|
82.9K
$22.5M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
29.5KNew |
$5.7M - $6.14M
|
29.5K
$8.01M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.3K+ 6.23% |
$4.51M - $4.85M
|
397K
$108M
|
|
|
Nov 09, 2023
Q3 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
21.7K+ 17.64% |
$4.21M - $4.53M
|
145K
$39.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20.5K+ 12.25% |
$3.96M - $4.27M
|
188K
$51M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.6K+ 22.23% |
$3.2M - $3.45M
|
91K
$24.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
15.9K+ 18.78% |
$3.08M - $3.32M
|
101K
$27.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
14.1KNew |
$2.74M - $2.95M
|
14.1K
$3.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.7K+ 68.13% |
$2.47M - $2.66M
|
31.5K
$8.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11K+ 1.45% |
$2.13M - $2.3M
|
769K
$209M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.3K+ 4.37% |
$2M - $2.15M
|
246K
$66.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.52K+ 6.51% |
$1.65M - $1.78M
|
139K
$37.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
6.45K+ 88.11% |
$1.25M - $1.35M
|
13.8K
$3.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5.9K+ 81.28% |
$1.14M - $1.23M
|
13.2K
$3.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.7K+ 2.68% |
$1.1M - $1.19M
|
218K
$59.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
5.36KNew |
$1.04M - $1.12M
|
5.36K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.08K+ 3.23% |
$983K - $1.06M
|
162K
$44.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.03KNew |
$974K - $1.05M
|
5.03K
$1.37M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.46K+ 2.73% |
$863K - $930K
|
168K
$45.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.08KNew |
$789K - $850K
|
4.08K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.37K+ 1784.66% |
$653K - $703K
|
3.56K
$969K
|
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
3.29K+ 7.36% |
$636K - $685K
|
47.9K
$13M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.04K+ 199.15% |
$589K - $635K
|
4.57K
$1.24M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.6K+ 16.12% |
$504K - $543K
|
18.7K
$5.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.57K+ 19.03% |
$498K - $537K
|
16.1K
$4.38M
|
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
2.45K+ 51.42% |
$474K - $511K
|
7.22K
$1.96M
|
|
|
Oct 20, 2023
Q3 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
2.41KNew |
$467K - $503K
|
2.41K
$656K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.3K+ 58.97% |
$445K - $480K
|
6.2K
$1.69M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.28K+ 1378.79% |
$440K - $474K
|
2.44K
$664K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.1KNew |
$407K - $438K
|
2.1K
$572K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.09KNew |
$405K - $436K
|
2.09K
$569K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.03K+ 31.42% |
$393K - $423K
|
8.49K
$2.31M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.96K+ 1800.0% |
$380K - $409K
|
2.07K
$563K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.77KNew |
$343K - $370K
|
1.77K
$483K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.75KNew |
$339K - $365K
|
1.75K
$476K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.68K+ 10481.25% |
$325K - $350K
|
1.69K
$461K
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Capital Strategies
|
BUY
|
- |
1.64KNew |
$318K - $342K
|
1.64K
$446K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.56KNew |
$302K - $325K
|
1.56K
$424K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.48K+ 17.13% |
$287K - $309K
|
10.1K
$2.75M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.37KNew |
$265K - $286K
|
1.37K
$373K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.21KNew |
$235K - $253K
|
1.21K
$330K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
1.07KNew |
$208K - $224K
|
1.07K
$292K
|
|
|
Oct 18, 2023
Q3 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
1.07K+ 6.29% |
$207K - $223K
|
18.1K
$4.93M
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.01K+ 12.4% |
$196K - $211K
|
9.19K
$2.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
974New |
$189K - $203K
|
974
$265K
|