Purchases and Sales Made in Q2 2023 in Vanguard Russell 1000 Value Et (VONV)
This table provides information about the institutional ownership of Vanguard Russell 1000 Value Et (VONV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
902K+ 31.39% |
$58.8M - $62.4M
|
3.77M
$320M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
861K+ 74.61% |
$56.1M - $59.6M
|
2.02M
$171M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
307K+ 1.94% |
$20M - $21.2M
|
16.1M
$1.36B
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
255K+ 15.99% |
$16.6M - $17.7M
|
1.85M
$157M
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
194K+ 26.34% |
$12.7M - $13.4M
|
932K
$79M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
176KNew |
$11.4M - $12.1M
|
176K
$14.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
154K+ 91.32% |
$10M - $10.6M
|
322K
$27.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
96KNew |
$6.26M - $6.64M
|
96K
$8.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
87.8K+ 34.73% |
$5.72M - $6.08M
|
341K
$28.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
87.2K+ 10.64% |
$5.69M - $6.04M
|
907K
$76.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
80.8K+ 14.3% |
$5.27M - $5.59M
|
646K
$54.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
62.9K+ 23.38% |
$4.1M - $4.36M
|
332K
$28.1M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
60.4K+ 65.53% |
$3.94M - $4.18M
|
153K
$12.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
57.3KNew |
$3.73M - $3.96M
|
57.3K
$4.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
53.7K+ 22.24% |
$3.5M - $3.72M
|
295K
$25M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
52.2K+ 12.82% |
$3.4M - $3.61M
|
460K
$38.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
50.1K+ 6.81% |
$3.27M - $3.47M
|
787K
$66.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
49.1K+ 42.61% |
$3.2M - $3.4M
|
164K
$13.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
45.8K+ 2.02% |
$2.99M - $3.17M
|
2.31M
$196M
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
35.2KNew |
$2.29M - $2.43M
|
35.2K
$2.98M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
32.7K+ 26.45% |
$2.13M - $2.27M
|
156K
$13.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
31.3K+ 18.12% |
$2.04M - $2.16M
|
204K
$17.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
30.3K+ 54171.43% |
$1.98M - $2.1M
|
30.4K
$2.58M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
29.8K+ 34.19% |
$1.94M - $2.06M
|
117K
$9.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
24.9K+ 2.73% |
$1.63M - $1.73M
|
938K
$79.5M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.5K+ 4.11% |
$1.53M - $1.63M
|
595K
$50.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.5K+ 4.11% |
$1.53M - $1.63M
|
595K
$50.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22.7K+ 1.35% |
$1.48M - $1.57M
|
1.7M
$144M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
18.7K+ 7.74% |
$1.22M - $1.3M
|
260K
$22.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18.3K+ 43.47% |
$1.19M - $1.26M
|
60.3K
$5.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.7K+ 4.98% |
$1.09M - $1.15M
|
351K
$29.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
15.7KNew |
$1.03M - $1.09M
|
15.7K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.7K+ 3.47% |
$1.02M - $1.09M
|
469K
$39.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
15.4K+ 2.44% |
$1M - $1.06M
|
645K
$54.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
14.2K+ 1.79% |
$927K - $984K
|
810K
$68.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
12.9KNew |
$841K - $893K
|
12.9K
$1.09M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
BUY
|
- |
12K+ 26.87% |
$783K - $831K
|
56.7K
$4.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.5KNew |
$750K - $797K
|
11.5K
$975K
|
|
|
Jul 19, 2023
Q2 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
10.6K+ 10.93% |
$692K - $735K
|
108K
$9.13M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
10.4K+ 108.18% |
$681K - $722K
|
20.1K
$1.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
9.61K+ 1.95% |
$627K - $665K
|
503K
$42.6M
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.86K+ 8.73% |
$578K - $613K
|
110K
$9.34M
|
|
|
Jul 03, 2023
Q2 2023
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
8.85K+ 82.87% |
$577K - $613K
|
19.5K
$1.65M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.51K+ 18.26% |
$555K - $589K
|
55.1K
$4.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
7.92KNew |
$517K - $548K
|
7.92K
$671K
|
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
7.29K+ 1.14% |
$475K - $505K
|
649K
$55M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.16KNew |
$467K - $495K
|
7.16K
$606K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.04KNew |
$459K - $487K
|
7.04K
$596K
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
BUY
|
- |
6.67K+ 3.2% |
$435K - $462K
|
215K
$18.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
6.5K+ 7.86% |
$424K - $450K
|
89.2K
$7.56M
|