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 |
---|---|---|---|---|---|---|---|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-117- 10.03% |
$21.8K - $25.5K
|
1.05K
$288K
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-129- 0.21% |
$24K - $28.1K
|
62.7K
$17.2M
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-171- 11.0% |
$31.9K - $37.2K
|
1.38K
$380K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-204- 99.51% |
$38K - $44.4K
|
1
$275
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-211- 1.94% |
$39.3K - $45.9K
|
10.7K
$2.92M
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-225- 3.51% |
$41.9K - $49K
|
6.18K
$1.7M
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-235- 3.06% |
$43.8K - $51.1K
|
7.45K
$2.05M
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-240- 19.83% |
$44.7K - $52.2K
|
970
$266K
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-262- 0.73% |
$48.8K - $57K
|
35.5K
$9.76M
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-273- 0.1% |
$50.9K - $59.4K
|
282K
$77.5M
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-302- 11.23% |
$56.3K - $65.7K
|
2.39K
$655K
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-307- 18.64% |
$57.2K - $66.8K
|
1.34K
$368K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-356- 12.43% |
$66.4K - $77.5K
|
2.51K
$688K
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-365- 2.07% |
$68K - $79.4K
|
17.3K
$4.75M
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-384- 18.1% |
$71.6K - $83.6K
|
1.74K
$477K
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-410- 2.67% |
$76.4K - $89.2K
|
14.9K
$4.1M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-491- 0.4% |
$91.5K - $107K
|
123K
$33.8M
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-499- 0.7% |
$93K - $109K
|
71K
$19.5M
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-550- 25.26% |
$103K - $120K
|
1.63K
$447K
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-597- 23.75% |
$111K - $130K
|
1.92K
$526K
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-601- 10.82% |
$112K - $131K
|
4.95K
$1.36M
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-662- 3.14% |
$123K - $144K
|
20.4K
$5.61M
|
|
Jan 25, 2024
Q4 2023
|
Brown Financial Advisory
|
SELL
|
- |
-734- 5.31% |
$137K - $160K
|
13.1K
$3.59M
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-743- 43.89% |
$138K - $162K
|
950
$261K
|
|
Jan 19, 2024
Q4 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-779- 4.3% |
$145K - $170K
|
17.3K
$4.76M
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-805- 3.28% |
$150K - $175K
|
23.7K
$6.52M
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-812- 7.49% |
$151K - $177K
|
10K
$2.75M
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-847- 3.45% |
$158K - $184K
|
23.7K
$6.51M
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-861- 4.49% |
$160K - $187K
|
18.3K
$5.03M
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-917- 36.48% |
$171K - $200K
|
1.6K
$438K
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-937- 44.83% |
$175K - $204K
|
1.15K
$317K
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1K- 50.0% |
$187K - $218K
|
1K
$275K
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.3K- 10.62% |
$242K - $283K
|
10.9K
$3M
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.31K- 12.97% |
$245K - $286K
|
8.81K
$2.42M
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.44K- 10.23% |
$269K - $314K
|
12.7K
$3.48M
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.51K- 4.27% |
$281K - $328K
|
33.8K
$9.28M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.77K- 5.64% |
$331K - $386K
|
29.7K
$8.15M
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-1.91K- 8.51% |
$356K - $416K
|
20.5K
$5.64M
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-2.19K- 4.68% |
$408K - $477K
|
44.7K
$12.3M
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.25K- 7.52% |
$420K - $490K
|
27.7K
$7.6M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.37K- 48.15% |
$442K - $516K
|
2.55K
$701K
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-2.66K- 4.76% |
$495K - $578K
|
53.1K
$14.6M
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.74K- 1.96% |
$510K - $595K
|
137K
$37.5M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-3K- 84.53% |
$559K - $653K
|
549
$151K
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.07K- 6.54% |
$572K - $668K
|
43.8K
$12M
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-3.48K- 6.27% |
$648K - $756K
|
51.9K
$14.3M
|
|
Feb 09, 2024
Q4 2023
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-3.55K- 5.35% |
$661K - $772K
|
62.7K
$17.2M
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.15K- 4.64% |
$961K - $1.12M
|
106K
$29.1M
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-5.9K- 44.84% |
$1.1M - $1.28M
|
7.26K
$1.99M
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.25K- 0.81% |
$1.16M - $1.36M
|
763K
$209M
|