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 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.85K+ 36.78% |
$345K - $403K
|
6.88K
$1.88M
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
1.81KNew |
$338K - $395K
|
1.81K
$496K
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.8KNew |
$335K - $391K
|
1.8K
$492K
|
|
Feb 13, 2024
Q4 2023
|
Anson Capital, Inc.
|
BUY
|
- |
1.66K+ 16.26% |
$309K - $361K
|
11.9K
$3.24M
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.63K+ 20.17% |
$304K - $355K
|
9.71K
$2.66M
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
1.45K+ 1.26% |
$271K - $316K
|
116K
$31.8M
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.42K+ 1.71% |
$264K - $309K
|
84.3K
$23.1M
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.39KNew |
$258K - $302K
|
1.39K
$379K
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.33K+ 5.12% |
$247K - $289K
|
27.3K
$7.46M
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.25KNew |
$232K - $271K
|
1.25K
$341K
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.23KNew |
$230K - $268K
|
1.23K
$337K
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
1.2K+ 290.56% |
$224K - $261K
|
1.61K
$441K
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.2K+ 14.13% |
$224K - $261K
|
9.69K
$2.65M
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.16K+ 5.68% |
$216K - $253K
|
21.6K
$5.91M
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.16KNew |
$215K - $252K
|
1.16K
$316K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.14K+ 6.09% |
$213K - $248K
|
19.9K
$5.44M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.04K+ 0.86% |
$194K - $226K
|
121K
$33.2M
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
1.02KNew |
$190K - $222K
|
1.02K
$279K
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
BUY
|
- |
1.01KNew |
$188K - $220K
|
1.01K
$277K
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
980New |
$183K - $213K
|
980
$268K
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
966New |
$180K - $210K
|
966
$264K
|
|
Jan 19, 2024
Q4 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
916+ 5.43% |
$171K - $199K
|
17.8K
$4.86M
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
887+ 36.35% |
$165K - $193K
|
3.33K
$910K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
885New |
$165K - $193K
|
885
$242K
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
825+ 47.14% |
$154K - $180K
|
2.58K
$704K
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
780+ 18.96% |
$145K - $170K
|
4.9K
$1.34M
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
714+ 11.56% |
$133K - $155K
|
6.89K
$1.88M
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
697+ 6.85% |
$130K - $152K
|
10.9K
$2.98M
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
684+ 4.25% |
$127K - $149K
|
16.8K
$4.59M
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
668+ 41.96% |
$125K - $145K
|
2.26K
$618K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
637+ 17.88% |
$119K - $139K
|
4.2K
$1.15M
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
605New |
$113K - $132K
|
605
$165K
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
532+ 4.0% |
$99.2K - $116K
|
13.8K
$3.79M
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
528+ 14.2% |
$98.4K - $115K
|
4.25K
$1.16M
|
|
Feb 08, 2024
Q4 2023
|
Stegner Investment Associates Inc.
|
BUY
|
- |
516+ 0.84% |
$96.2K - $112K
|
62.1K
$17M
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
507+ 0.97% |
$94.5K - $110K
|
52.7K
$14.4M
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
500New |
$93.2K - $109K
|
500
$137K
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
491+ 21.93% |
$91.5K - $107K
|
2.73K
$747K
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
450+ 15.73% |
$83.9K - $97.9K
|
3.31K
$905K
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
445+ 7.38% |
$82.9K - $96.8K
|
6.48K
$1.77M
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
427+ 3.37% |
$79.6K - $92.9K
|
13.1K
$3.59M
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
- |
418+ 46.19% |
$77.9K - $91K
|
1.32K
$362K
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
364+ 36.66% |
$67.8K - $79.2K
|
1.36K
$371K
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
345+ 18.44% |
$64.3K - $75.1K
|
2.22K
$606K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
266+ 12.42% |
$49.6K - $57.9K
|
2.41K
$659K
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
258+ 0.71% |
$48.1K - $56.2K
|
36.8K
$10.1M
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
231+ 10.99% |
$43.1K - $50.3K
|
2.33K
$638K
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
226+ 1.09% |
$42.1K - $49.2K
|
21K
$5.73M
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
205+ 2.84% |
$38.2K - $44.6K
|
7.42K
$2.03M
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
201+ 9.47% |
$37.5K - $43.7K
|
2.32K
$636K
|