Purchases and Sales Made in Q4 2023 in Vanguard Russell 1000 ETF (VONE)
This table provides information about the institutional ownership of Vanguard Russell 1000 ETF (VONE) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
255K+ 82.56% |
$47.5M - $55.5M
|
564K
$155M
|
|
Jan 17, 2024
Q4 2023
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
188KNew |
$35M - $40.9M
|
188K
$51.6M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
72.8K+ 18.34% |
$13.6M - $15.8M
|
470K
$129M
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
66.5KNew |
$12.4M - $14.5M
|
66.5K
$18.3M
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
66.5K+ 45.86% |
$12.4M - $14.5M
|
211K
$58M
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
52.9K+ 21.52% |
$9.87M - $11.5M
|
299K
$82.1M
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
51.8K+ 8.97% |
$9.65M - $11.3M
|
629K
$173M
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
43.5K+ 23.2% |
$8.11M - $9.47M
|
231K
$63.4M
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
35.7K+ 14693.42% |
$6.65M - $7.77M
|
35.9K
$9.87M
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
32.3KNew |
$6.02M - $7.03M
|
32.3K
$8.87M
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
25.9K+ 356.8% |
$4.83M - $5.64M
|
33.2K
$9.1M
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
23.9K+ 179.51% |
$4.46M - $5.21M
|
37.3K
$10.2M
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
22K+ 10.01% |
$4.1M - $4.79M
|
242K
$66.5M
|
|
Jan 19, 2024
Q4 2023
|
Flower City Capital
|
BUY
|
- |
21.6K+ 14.26% |
$4.02M - $4.69M
|
173K
$47.4M
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.8K+ 22.82% |
$3.87M - $4.52M
|
112K
$30.7M
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.9KNew |
$3.52M - $4.11M
|
18.9K
$5.18M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17.1K+ 443.5% |
$3.18M - $3.71M
|
20.9K
$5.74M
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.4K+ 893.08% |
$2.5M - $2.92M
|
14.9K
$4.09M
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
13.3KNew |
$2.49M - $2.9M
|
13.3K
$3.66M
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
12.3KNew |
$2.29M - $2.67M
|
12.3K
$3.37M
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
11.3KNew |
$2.11M - $2.46M
|
11.3K
$3.1M
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
8.33K+ 8.27% |
$1.55M - $1.81M
|
109K
$29.9M
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.22K+ 59.56% |
$1.53M - $1.79M
|
22K
$6.05M
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.09K+ 1160.72% |
$1.32M - $1.54M
|
7.7K
$2.11M
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.97KNew |
$1.3M - $1.52M
|
6.97K
$1.91M
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.6K+ 44.36% |
$1.23M - $1.44M
|
21.5K
$5.89M
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.41K+ 2.1% |
$1.19M - $1.4M
|
312K
$85.7M
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.27KNew |
$1.17M - $1.36M
|
6.27K
$1.72M
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.95K+ 34.43% |
$1.11M - $1.3M
|
23.2K
$6.38M
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
5.74KNew |
$1.07M - $1.25M
|
5.74K
$1.58M
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.81K+ 18.72% |
$897K - $1.05M
|
30.5K
$8.38M
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.44K+ 30.78% |
$828K - $966K
|
18.9K
$5.18M
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.1K+ 66.13% |
$764K - $892K
|
10.3K
$2.83M
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.73K+ 192.26% |
$694K - $811K
|
5.66K
$1.55M
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
3.71KNew |
$691K - $807K
|
3.71K
$1.02M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.56K+ 10.12% |
$663K - $774K
|
38.7K
$10.6M
|
|
Mar 14, 2024
Q4 2023
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
3.52KNew |
$656K - $766K
|
3.52K
$966K
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
3.39K+ 9.13% |
$631K - $737K
|
40.5K
$11.1M
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.03K+ 142.14% |
$565K - $659K
|
5.16K
$1.42M
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.02K+ 8.35% |
$563K - $657K
|
39.2K
$10.8M
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.95K+ 111.38% |
$549K - $641K
|
5.59K
$1.53M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.9K+ 1.73% |
$541K - $632K
|
171K
$46.9M
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.77KNew |
$515K - $602K
|
2.77K
$759K
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
2.53K+ 18.34% |
$471K - $550K
|
16.3K
$4.48M
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
2.37KNew |
$441K - $515K
|
2.37K
$650K
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
2.22KNew |
$413K - $482K
|
2.22K
$608K
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.21K+ 25.36% |
$413K - $482K
|
10.9K
$3M
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.02KNew |
$376K - $439K
|
2.02K
$553K
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.91K+ 40.36% |
$356K - $416K
|
6.64K
$1.82M
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
1.91KNew |
$356K - $416K
|
1.91K
$524K
|