Latest Institutional Transactions on Vanguard Russell 1000 Value Et (VONV)
This table provides information on the latest institutional transactions involving Vanguard Russell 1000 Value Et (VONV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
5.05K+ 72.46% |
$336K - $362K
|
12K
$1.02M
|
|
|
Oct 23, 2023
Q3 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
3.35KNew |
$223K - $240K
|
3.35K
$284K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.41KNew |
$294K - $316K
|
4.41K
$374K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
281New |
$18.7K - $20.2K
|
281
$23.8K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-22Closed |
$1.46K - $1.58K
|
0
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-3.08K- 39.43% |
$205K - $221K
|
4.74K
$401K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
56New |
$3.73K - $4.02K
|
56
$4.74K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-550- 52.38% |
$36.6K - $39.5K
|
500
$42.4K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
52.2K+ 12.82% |
$3.4M - $3.61M
|
460K
$38.9M
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-140- 68.97% |
$9.13K - $9.69K
|
63
$5.34K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
176KNew |
$11.4M - $12.1M
|
176K
$14.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.5KNew |
$750K - $797K
|
11.5K
$975K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
57+ 1.6% |
$3.72K - $3.94K
|
3.61K
$306K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.97K- 11.8% |
$128K - $136K
|
14.7K
$1.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
75New |
$4.89K - $5.19K
|
75
$6.35K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
666+ 888.0% |
$43.4K - $46.1K
|
741
$62.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
813New |
$53K - $56.3K
|
813
$68.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.34K- 40.19% |
$87.1K - $92.5K
|
1.99K
$168K
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
12.9KNew |
$841K - $893K
|
12.9K
$1.09M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
5.18K+ 0.16% |
$338K - $358K
|
3.23M
$274M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-3.3K- 24.05% |
$215K - $228K
|
10.4K
$882K
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.99KNew |
$130K - $138K
|
1.99K
$169K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
57.3KNew |
$3.73M - $3.96M
|
57.3K
$4.85M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.16KNew |
$467K - $495K
|
7.16K
$606K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.13K+ 29.64% |
$73.7K - $78.2K
|
4.94K
$419K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
60.4K+ 65.53% |
$3.94M - $4.18M
|
153K
$12.9M
|
|
| Q1 2023 | |||||||
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
63+ 0.49% |
$4.01K - $4.46K
|
12.8K
$1.08M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3.11K- 83.31% |
$198K - $220K
|
622
$52.7K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.74KNew |
$302K - $336K
|
4.74K
$402K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.63KNew |
$358K - $399K
|
5.63K
$477K
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-6.47K- 47.47% |
$412K - $458K
|
7.16K
$606K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-11.3K- 94.73% |
$721K - $802K
|
630
$53.4K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
156New |
$9.94K - $11.1K
|
156
$13.2K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-74- 2.22% |
$4.71K - $5.24K
|
3.26K
$276K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-502- 8.06% |
$32K - $35.6K
|
5.73K
$485K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
55New |
$3.5K - $3.9K
|
55
$4.66K
|
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
8.37KNew |
$533K - $593K
|
8.37K
$709K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
2.35KNew |
$150K - $167K
|
2.35K
$199K
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
70+ 2.2% |
$4.46K - $4.96K
|
3.25K
$276K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
42New |
$2.68K - $2.98K
|
42
$3.56K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
64New |
$4.08K - $4.54K
|
64
$5.42K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
60New |
$3.82K - $4.25K
|
60
$5.08K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
947New |
$60.3K - $67.1K
|
947
$80.2K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
182New |
$11.6K - $12.9K
|
182
$15.4K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-55- 0.81% |
$3.5K - $3.9K
|
6.75K
$572K
|
|
| Q4 2022 | |||||||
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
3.63KNew |
$218K - $253K
|
3.63K
$308K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-83- 36.73% |
$4.98K - $5.79K
|
143
$12.1K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
140New |
$8.4K - $9.77K
|
140
$11.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 2.0% |
$60 - $69.8
|
51
$4.32K
|
|
|
Feb 14, 2023
Q4 2022
|
Lyrical Asset Management LP
New York, NY |
BUY
|
- |
105KNew |
$6.32M - $7.35M
|
105K
$8.92M
|
|