Purchases and Sales Made in Q1 2023 in Vanguard Russell 1000 Value Et (VONV)
This table provides information about the institutional ownership of Vanguard Russell 1000 Value Et (VONV) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD RUSSELL 1000 VALUE ET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
1.56M+ 12614.02% |
$99.1M - $110M
|
1.57M
$133M
|
|
|
Apr 14, 2023
Q1 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
766K+ 2564.19% |
$48.8M - $54.3M
|
796K
$67.4M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
476K+ 42.48% |
$30.3M - $33.7M
|
1.6M
$135M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
475K+ 503.37% |
$30.3M - $33.7M
|
570K
$48.3M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
242KNew |
$15.4M - $17.1M
|
242K
$20.5M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
208K+ 93.31% |
$13.3M - $14.8M
|
432K
$36.6M
|
|
|
May 15, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
194KNew |
$12.3M - $13.7M
|
194K
$16.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
189K+ 991.49% |
$12.1M - $13.4M
|
209K
$17.7M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
115KNew |
$7.34M - $8.16M
|
115K
$9.76M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
81.9K+ 32.01% |
$5.22M - $5.8M
|
338K
$28.6M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
76.3K+ 30.05% |
$4.86M - $5.4M
|
330K
$28M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
75K+ 43.19% |
$4.78M - $5.32M
|
249K
$21.1M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
74.6K+ 42.87% |
$4.76M - $5.29M
|
249K
$21.1M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
71.3K+ 9.52% |
$4.54M - $5.05M
|
820K
$69.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
57.3K+ 3.53% |
$3.65M - $4.06M
|
1.68M
$142M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
30.6K+ 31251.02% |
$1.95M - $2.17M
|
30.7K
$2.6M
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
29.9K+ 23.04% |
$1.9M - $2.12M
|
160K
$13.5M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23K+ 23.14% |
$1.47M - $1.63M
|
123K
$10.4M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23K+ 4.18% |
$1.46M - $1.63M
|
572K
$48.5M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23K+ 4.18% |
$1.46M - $1.63M
|
572K
$48.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
22.2K+ 3.14% |
$1.41M - $1.57M
|
728K
$61.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Corundum Group, Inc.
|
BUY
|
- |
22.1K+ 51.16% |
$1.41M - $1.57M
|
65.4K
$5.54M
|
|
|
May 08, 2023
Q1 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
20.5K+ 32.94% |
$1.31M - $1.45M
|
82.7K
$7.01M
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
20.1K+ 24.7% |
$1.28M - $1.42M
|
101K
$8.59M
|
|
|
Apr 20, 2023
Q1 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
19.8K+ 2.76% |
$1.26M - $1.4M
|
738K
$62.5M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.7K+ 5.27% |
$1.07M - $1.19M
|
334K
$28.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
16.7KNew |
$1.06M - $1.18M
|
16.7K
$1.41M
|
|
|
May 12, 2023
Q1 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
15.8KNew |
$1.01M - $1.12M
|
15.8K
$1.34M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15.3K+ 15.36% |
$977K - $1.09M
|
115K
$9.76M
|
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
14.2K+ 8.28% |
$908K - $1.01M
|
186K
$15.8M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
13.7KNew |
$873K - $971K
|
13.7K
$1.16M
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
13.6K+ 82.93% |
$866K - $964K
|
30K
$2.54M
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
13.4KNew |
$854K - $950K
|
13.4K
$1.14M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
12.1K+ 10.84% |
$771K - $857K
|
124K
$10.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Rfg Holdings, Inc.
|
BUY
|
- |
12.1K+ 6.93% |
$770K - $856K
|
186K
$15.8M
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
11.1K+ 5.09% |
$704K - $783K
|
228K
$19.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
10.7KNew |
$680K - $757K
|
10.7K
$905K
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
10.1KNew |
$644K - $716K
|
10.1K
$856K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.29KNew |
$592K - $658K
|
9.29K
$787K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9K+ 5.5% |
$573K - $637K
|
173K
$14.6M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
8.82KNew |
$562K - $625K
|
8.82K
$748K
|
|
|
May 08, 2023
Q1 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
8.71K+ 138.03% |
$555K - $617K
|
15K
$1.27M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.61K+ 12.08% |
$549K - $610K
|
79.9K
$6.77M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
8.53K+ 4.4% |
$543K - $604K
|
202K
$17.1M
|
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
8.37KNew |
$533K - $593K
|
8.37K
$709K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
8.17K+ 42.78% |
$521K - $579K
|
27.3K
$2.31M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
7.82K+ 3.77% |
$498K - $554K
|
215K
$18.2M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.08K+ 20.27% |
$451K - $502K
|
42K
$3.56M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.55K+ 27.12% |
$417K - $464K
|
30.7K
$2.6M
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
6.26K+ 0.98% |
$399K - $443K
|
642K
$54.4M
|