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
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.28K- 0.71% |
$214K - $227K
|
460K
$38.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-3.3K- 24.05% |
$215K - $228K
|
10.4K
$882K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.39K- 3.66% |
$221K - $235K
|
89.2K
$7.56M
|
|
|
Jul 31, 2023
Q2 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-4.18K- 44.15% |
$273K - $289K
|
5.29K
$448K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.44K- 17.27% |
$290K - $308K
|
21.3K
$1.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.58K- 18.08% |
$298K - $317K
|
20.7K
$1.76M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.62K- 9.87% |
$301K - $320K
|
42.2K
$3.57M
|
|
|
Jul 31, 2023
Q2 2023
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-5.72K- 5.11% |
$373K - $396K
|
106K
$9.01M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-5.83K- 5.98% |
$380K - $404K
|
91.7K
$7.77M
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-5.94K- 26.86% |
$387K - $411K
|
16.2K
$1.37M
|
|
|
Aug 04, 2023
Q2 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-7.29K- 1.7% |
$475K - $504K
|
422K
$35.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Braun Stacey Associates Inc
|
SELL
|
- |
-7.51K- 50.0% |
$490K - $520K
|
7.51K
$636K
|
|
|
Aug 01, 2023
Q2 2023
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-7.76K- 22.58% |
$506K - $537K
|
26.6K
$2.25M
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-10.2K- 4.03% |
$666K - $707K
|
243K
$20.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.2K- 3.41% |
$733K - $778K
|
319K
$27M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-11.7K- 10.13% |
$761K - $808K
|
104K
$8.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.8K- 38.39% |
$768K - $815K
|
18.9K
$1.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-12K- 54.44% |
$785K - $834K
|
10.1K
$854K
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-12.1K- 4.85% |
$787K - $835K
|
237K
$20.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-12.1K- 4.85% |
$787K - $835K
|
237K
$20.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-12.2K- 13.43% |
$795K - $844K
|
78.6K
$6.66M
|
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-13.4K- 63.23% |
$877K - $931K
|
7.82K
$663K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-14K- 11.31% |
$915K - $971K
|
110K
$9.32M
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-16.3K- 54.35% |
$1.06M - $1.13M
|
13.7K
$1.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-17.8K- 14.33% |
$1.16M - $1.23M
|
106K
$8.99M
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-18.7K- 33.53% |
$1.22M - $1.29M
|
37K
$3.14M
|
|
|
Jul 28, 2023
Q2 2023
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-19.2K- 4.1% |
$1.25M - $1.33M
|
448K
$37.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-19.5K- 7.09% |
$1.27M - $1.35M
|
255K
$21.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-19.5K- 1.24% |
$1.27M - $1.35M
|
1.55M
$131M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-19.5K- 1.68% |
$1.27M - $1.35M
|
1.14M
$96.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-20.9K- 55.0% |
$1.36M - $1.45M
|
17.1K
$1.45M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-23K- 84.5% |
$1.5M - $1.6M
|
4.23K
$358K
|
|
|
Jul 21, 2023
Q2 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-23.2K- 35.56% |
$1.52M - $1.61M
|
42.1K
$3.57M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-29.7K- 18.94% |
$1.93M - $2.05M
|
127K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-30.6K- 99.64% |
$2M - $2.12M
|
112
$9.49K
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-34.6K- 27.02% |
$2.25M - $2.39M
|
93.4K
$7.91M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-36.8K- 14.72% |
$2.4M - $2.55M
|
213K
$18.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
SELL
|
- |
-37.5K- 40.5% |
$2.44M - $2.6M
|
55.1K
$4.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-48.1K- 11.14% |
$3.14M - $3.33M
|
384K
$32.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-49.2K- 18.7% |
$3.21M - $3.41M
|
214K
$18.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-54.9K- 76.28% |
$3.58M - $3.8M
|
17.1K
$1.45M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-86.7K- 42.17% |
$5.65M - $6M
|
119K
$10.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-94K- 56.65% |
$6.13M - $6.51M
|
71.9K
$6.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-194K- 95.78% |
$12.6M - $13.4M
|
8.53K
$723K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-206K- 9.51% |
$13.4M - $14.3M
|
1.96M
$166M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-237K- 70.19% |
$15.5M - $16.4M
|
101K
$8.53M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-417K- 56.05% |
$27.2M - $28.8M
|
327K
$27.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-497K- 68.33% |
$32.4M - $34.4M
|
230K
$19.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.62M- 99.88% |
$106M - $112M
|
2.03K
$172K
|