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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
35.5KNew |
$2.52M - $2.79M
|
35.5K
$3.02M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.73KNew |
$194K - $215K
|
2.73K
$232K
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-464- 10.11% |
$32.9K - $36.5K
|
4.13K
$351K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
50.1KNew |
$3.56M - $3.94M
|
50.1K
$4.26M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
67New |
$4.76K - $5.27K
|
67
$5.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
39.4K+ 7.78% |
$2.8M - $3.1M
|
546K
$46.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
271New |
$19.2K - $21.3K
|
271
$23.1K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.37K- 8.93% |
$97.4K - $108K
|
14K
$1.19M
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-52- 1.21% |
$3.69K - $4.09K
|
4.25K
$361K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
2.73KNew |
$194K - $215K
|
2.73K
$232K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-1.7K- 2.24% |
$121K - $134K
|
74.2K
$6.32M
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
10+ 13.33% |
$710 - $786
|
85
$7.23K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
851New |
$60.4K - $66.9K
|
851
$72.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Hillman CO
|
BUY
|
- |
76K+ 136.81% |
$5.4M - $5.98M
|
132K
$11.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
19.5KNew |
$1.39M - $1.54M
|
19.5K
$1.66M
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
3.46K+ 20.47% |
$246K - $272K
|
20.4K
$1.73M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
170New |
$12.1K - $13.4K
|
170
$14.5K
|
|
|
Apr 02, 2024
Q1 2024
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
902+ 4.2% |
$64.1K - $70.9K
|
22.4K
$1.9M
|
|
| Q4 2023 | |||||||
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-25Closed |
$1.58K - $1.82K
|
0
$0
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
218New |
$13.7K - $15.9K
|
218
$18.6K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
50New |
$3.15K - $3.64K
|
50
$4.26K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
4.6KNew |
$290K - $334K
|
4.6K
$391K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.48KNew |
$93.2K - $108K
|
1.48K
$126K
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
7.6KNew |
$479K - $553K
|
7.6K
$646K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
6.55KNew |
$413K - $477K
|
6.55K
$558K
|
|
|
Feb 14, 2024
Q4 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
16+ 2.46% |
$1.01K - $1.16K
|
666
$56.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-821- 4.58% |
$51.8K - $59.8K
|
17.1K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
379New |
$23.9K - $27.6K
|
379
$32.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
4.08KNew |
$257K - $297K
|
4.08K
$347K
|
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
14KNew |
$883K - $1.02M
|
14K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
6.55KNew |
$413K - $477K
|
6.55K
$558K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.24K+ 224.55% |
$77.9K - $89.9K
|
1.79K
$152K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.08K- 21.03% |
$68.1K - $78.6K
|
4.06K
$345K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
11KNew |
$692K - $799K
|
11K
$934K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-805- 52.86% |
$50.8K - $58.6K
|
718
$61.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-7.42K- 50.0% |
$468K - $540K
|
7.42K
$631K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
26New |
$1.64K - $1.89K
|
26
$2.21K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
162New |
$10.2K - $11.8K
|
162
$13.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
17.5KNew |
$1.11M - $1.28M
|
17.5K
$1.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
79New |
$4.98K - $5.75K
|
79
$6.72K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
739New |
$46.6K - $53.8K
|
739
$62.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-8.55K- 50.0% |
$539K - $622K
|
8.55K
$727K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
3KNew |
$189K - $218K
|
3K
$255K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
155New |
$9.77K - $11.3K
|
155
$13.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
230KNew |
$14.5M - $16.7M
|
230K
$19.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.49K- 72.24% |
$94.2K - $109K
|
574
$48.8K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
112New |
$7.06K - $8.15K
|
112
$9.53K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
10.5KNew |
$660K - $762K
|
10.5K
$891K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
293+ 6.06% |
$18.5K - $21.3K
|
5.13K
$436K
|
|
|
Jan 25, 2024
Q4 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
3.7KNew |
$233K - $269K
|
3.7K
$314K
|
|