Latest Institutional Purchases of Vanguard Russell 1000 Value Et (VONV)
This list provides information on the latest institutional transactions involving Vanguard Russell 1000 Value Et (VONV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
52.2K+ 12.82% |
$3.4M - $3.61M
|
460K
$37.3M
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
12.9KNew |
$841K - $893K
|
12.9K
$1.05M
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.5KNew |
$750K - $797K
|
11.5K
$934K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.16KNew |
$467K - $495K
|
7.16K
$581K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
5.18K+ 0.16% |
$338K - $358K
|
3.23M
$262M
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.99KNew |
$130K - $138K
|
1.99K
$161K
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.13K+ 29.64% |
$73.7K - $78.2K
|
4.94K
$401K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
813New |
$53K - $56.3K
|
813
$66K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
666+ 888.0% |
$43.4K - $46.1K
|
741
$60.1K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
75New |
$4.89K - $5.19K
|
75
$6.09K
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
57+ 1.6% |
$3.72K - $3.94K
|
3.61K
$293K
|
|
Q1 2023 | |||||||
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
8.37KNew |
$533K - $593K
|
8.37K
$679K
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.63KNew |
$358K - $399K
|
5.63K
$456K
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.74KNew |
$302K - $336K
|
4.74K
$385K
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
2.35KNew |
$150K - $167K
|
2.35K
$191K
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
947New |
$60.3K - $67.1K
|
947
$76.8K
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
182New |
$11.6K - $12.9K
|
182
$14.8K
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
156New |
$9.94K - $11.1K
|
156
$12.7K
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
70+ 2.2% |
$4.46K - $4.96K
|
3.25K
$264K
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
64New |
$4.08K - $4.54K
|
64
$5.19K
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
63+ 0.49% |
$4.01K - $4.46K
|
12.8K
$1.04M
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
60New |
$3.82K - $4.25K
|
60
$4.87K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
55New |
$3.5K - $3.9K
|
55
$4.46K
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
42New |
$2.68K - $2.98K
|
42
$3.41K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
240KNew |
$14.4M - $16.8M
|
240K
$19.5M
|
|
Feb 14, 2023
Q4 2022
|
Lyrical Asset Management LP
New York, NY |
BUY
|
- |
105KNew |
$6.32M - $7.35M
|
105K
$8.54M
|
|
Feb 07, 2023
Q4 2022
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
17KNew |
$1.02M - $1.18M
|
17K
$1.38M
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
6.23KNew |
$374K - $435K
|
6.23K
$505K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5.35KNew |
$321K - $373K
|
5.35K
$434K
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
5.15KNew |
$309K - $359K
|
5.15K
$417K
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
4.92KNew |
$295K - $343K
|
4.92K
$399K
|
|
Feb 06, 2023
Q4 2022
|
Stegner Investment Associates Inc.
|
BUY
|
- |
4.59KNew |
$275K - $320K
|
4.59K
$372K
|
|
Feb 14, 2023
Q4 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
3.9KNew |
$234K - $272K
|
3.9K
$316K
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
3.63KNew |
$218K - $253K
|
3.63K
$295K
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.61KNew |
$217K - $252K
|
3.61K
$293K
|
|
Feb 08, 2023
Q4 2022
|
Anson Capital, Inc.
|
BUY
|
- |
3.47KNew |
$208K - $242K
|
3.47K
$282K
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
3.21KNew |
$193K - $224K
|
3.21K
$260K
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
3.05KNew |
$183K - $213K
|
3.05K
$248K
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
3.05KNew |
$183K - $213K
|
3.05K
$247K
|
|
Feb 13, 2023
Q4 2022
|
Compton Financial Group, LLC
|
BUY
|
- |
3.02KNew |
$181K - $211K
|
3.02K
$245K
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
1.91K+ 46.88% |
$115K - $134K
|
6K
$487K
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
1.9KNew |
$114K - $133K
|
1.9K
$154K
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
140New |
$8.4K - $9.77K
|
140
$11.4K
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
65New |
$3.9K - $4.54K
|
65
$5.27K
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
20New |
$1.2K - $1.4K
|
20
$1.62K
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
16New |
$960 - $1.12K
|
16
$1.3K
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
10New |
$600 - $698
|
10
$811
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 2.0% |
$60 - $69.8
|
51
$4.14K
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2022 | |||||||
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
68.1K+ 332.55% |
$4.06M - $4.81M
|
88.6K
$7.19M
|