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 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.15K+ 7.61% |
$392K - $436K
|
87K
$7.37M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
6.05K+ 38.24% |
$385K - $429K
|
21.9K
$1.85M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.99K+ 14.74% |
$382K - $424K
|
46.6K
$3.95M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.9K+ 14.19% |
$376K - $418K
|
47.5K
$4.02M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.88K+ 4.98% |
$375K - $417K
|
124K
$10.5M
|
|
|
May 04, 2023
Q1 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
5.82KNew |
$371K - $413K
|
5.82K
$493K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.63KNew |
$358K - $399K
|
5.63K
$477K
|
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
5.56K+ 6.53% |
$354K - $394K
|
90.7K
$7.69M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5KNew |
$318K - $354K
|
5K
$423K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.74KNew |
$302K - $336K
|
4.74K
$402K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.2K+ 1.58% |
$268K - $298K
|
269K
$22.8M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.2K+ 76.69% |
$268K - $298K
|
9.67K
$820K
|
|
|
May 09, 2023
Q1 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.17KNew |
$266K - $296K
|
4.17K
$353K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.15K+ 9.85% |
$264K - $294K
|
46.3K
$3.92M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.02K+ 18.89% |
$256K - $285K
|
25.3K
$2.15M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.85K+ 1283.33% |
$245K - $273K
|
4.15K
$352K
|
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
3.78KNew |
$241K - $268K
|
3.78K
$320K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.66KNew |
$233K - $259K
|
3.66K
$310K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.45KNew |
$220K - $244K
|
3.45K
$292K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.38K+ 9.25% |
$215K - $239K
|
39.9K
$3.38M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.36KNew |
$214K - $238K
|
3.36K
$284K
|
|
|
Apr 27, 2023
Q1 2023
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
3.32K+ 0.72% |
$211K - $235K
|
467K
$39.5M
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.86K+ 17868.75% |
$182K - $203K
|
2.88K
$244K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.85K+ 20.83% |
$182K - $202K
|
16.5K
$1.4M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.79K+ 120.45% |
$178K - $198K
|
5.11K
$433K
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
2.62K+ 3.78% |
$167K - $186K
|
72K
$6.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.35K+ 1.88% |
$150K - $167K
|
128K
$10.8M
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
2.35KNew |
$150K - $167K
|
2.35K
$199K
|
|
|
May 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
BUY
|
- |
2.31K+ 6.37% |
$147K - $163K
|
38.5K
$3.26M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.09KNew |
$133K - $148K
|
2.09K
$177K
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.03K+ 7.63% |
$129K - $144K
|
28.6K
$2.42M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.02K+ 5.08% |
$129K - $143K
|
41.8K
$3.54M
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.88K+ 6.57% |
$120K - $133K
|
30.5K
$2.58M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.79K+ 0.69% |
$114K - $127K
|
263K
$22.3M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.79K+ 22.69% |
$114K - $127K
|
9.67K
$820K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.53K+ 1.98% |
$97.2K - $108K
|
78.6K
$6.66M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.38KNew |
$88.1K - $98K
|
1.38K
$117K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.38K+ 0.3% |
$87.6K - $97.4K
|
453K
$38.4M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.35K+ 8.34% |
$85.9K - $95.5K
|
17.5K
$1.48M
|
|
|
Apr 06, 2023
Q1 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
1.16K+ 7.26% |
$74K - $82.3K
|
17.2K
$1.45M
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.13K+ 4.75% |
$71.7K - $79.7K
|
24.8K
$2.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.05K+ 1.09% |
$67K - $74.5K
|
97.1K
$8.23M
|
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
BUY
|
- |
1.01KNew |
$64.3K - $71.6K
|
1.01K
$85.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
947New |
$60.3K - $67.1K
|
947
$80.2K
|
|
|
May 15, 2023
Q1 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
899+ 15.9% |
$57.3K - $63.7K
|
6.55K
$555K
|
|
|
Apr 17, 2023
Q1 2023
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
877+ 9.88% |
$55.9K - $62.1K
|
9.75K
$826K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
856New |
$54.5K - $60.7K
|
856
$72.5K
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
761+ 3.65% |
$48.5K - $53.9K
|
21.6K
$1.83M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
637+ 0.2% |
$40.6K - $45.1K
|
314K
$26.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
599+ 3.9% |
$38.2K - $42.4K
|
16K
$1.35M
|