Purchases and Sales Made in Q1 2025 in Vanguard Russell 1000 Value Et (VONV)
This table provides information about the institutional ownership of Vanguard Russell 1000 Value Et (VONV) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
165+ 6.64% |
$13.2K - $14.2K
|
2.65K
$228K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
154New |
$12.4K - $13.3K
|
154
$13.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
136+ 230.51% |
$10.9K - $11.7K
|
195
$16.8K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
132+ 1.04% |
$10.6K - $11.4K
|
12.8K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
127New |
$10.2K - $10.9K
|
127
$10.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
110+ 0.24% |
$8.82K - $9.48K
|
46.5K
$4.01M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
110New |
$8.82K - $9.48K
|
110
$9.47K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
107New |
$8.58K - $9.22K
|
107
$9.22K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
100+ 476.19% |
$8.02K - $8.61K
|
121
$10.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
95New |
$7.62K - $8.18K
|
95
$8.18K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
90+ 2.48% |
$7.22K - $7.75K
|
3.71K
$320K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
86+ 2.0% |
$6.9K - $7.41K
|
4.4K
$379K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
78+ 1.25% |
$6.26K - $6.72K
|
6.31K
$543K
|
|
|
Apr 29, 2025
Q1 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
58+ 0.4% |
$4.65K - $5K
|
14.5K
$1.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
57+ 0.4% |
$4.57K - $4.91K
|
14.3K
$1.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
48+ 0.46% |
$3.85K - $4.13K
|
10.5K
$906K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
45New |
$3.61K - $3.88K
|
45
$3.88K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
42New |
$3.37K - $3.62K
|
42
$3.62K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
31+ 0.19% |
$2.49K - $2.67K
|
16.6K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
30+ 0.19% |
$2.41K - $2.58K
|
15.9K
$1.37M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
30+ 1.02% |
$2.41K - $2.58K
|
2.97K
$256K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
29+ 111.54% |
$2.33K - $2.5K
|
55
$4.74K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
28+ 10.26% |
$2.25K - $2.41K
|
301
$25.9K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
28New |
$2.25K - $2.41K
|
28
$2.41K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
23+ 0.45% |
$1.84K - $1.98K
|
5.09K
$438K
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
21+ 0.35% |
$1.68K - $1.81K
|
6.01K
$518K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
20+ 0.47% |
$1.6K - $1.72K
|
4.28K
$368K
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
18+ 0.47% |
$1.44K - $1.55K
|
3.86K
$333K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
14+ 0.47% |
$1.12K - $1.21K
|
2.98K
$256K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
13+ 6.1% |
$1.04K - $1.12K
|
226
$19.5K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
12+ 0.43% |
$963 - $1.03K
|
2.79K
$240K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
8+ 0.33% |
$642 - $689
|
2.41K
$207K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
7+ 0.35% |
$561 - $603
|
2.03K
$175K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
6+ 0.21% |
$481 - $517
|
2.92K
$252K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
4+ 0.5% |
$321 - $345
|
802
$69.1K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
3+ 0.02% |
$241 - $258
|
19.4K
$1.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.48% |
$160 - $172
|
417
$35.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.57% |
$80.2 - $86.1
|
176
$15.2K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-4- 0.02% |
$321 - $345
|
23.2K
$2M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-4- 2.33% |
$321 - $345
|
168
$14.5K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-5- 0.05% |
$401 - $431
|
10.1K
$874K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-10- 16.95% |
$802 - $861
|
49
$4.22K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-12- 0.2% |
$963 - $1.03K
|
5.88K
$507K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-14- 2.89% |
$1.12K - $1.21K
|
470
$40.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Rfg Holdings, Inc.
|
SELL
|
- |
-29- 0.66% |
$2.33K - $2.5K
|
4.36K
$375K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-32- 0.54% |
$2.57K - $2.76K
|
5.92K
$510K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-34- 3.11% |
$2.73K - $2.93K
|
1.06K
$91.2K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-34- 0.17% |
$2.73K - $2.93K
|
19.4K
$1.67M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-48- 3.91% |
$3.85K - $4.13K
|
1.18K
$102K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-61- 0.14% |
$4.89K - $5.25K
|
44.7K
$3.85M
|