Purchases and Sales Made in Q3 2023 in Vanguard Russell 1000 Value Et (VONV)
This table provides information about the institutional ownership of Vanguard Russell 1000 Value Et (VONV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
3.26MNew |
$217M - $234M
|
3.26M
$276M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
708KNew |
$47.1M - $50.8M
|
708K
$60M
|
|
|
Nov 14, 2023
Q3 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
650K+ 190.92% |
$43.3M - $46.6M
|
991K
$83.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
448K+ 2165.55% |
$29.8M - $32.1M
|
469K
$39.7M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
420KNew |
$28M - $30.1M
|
420K
$35.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
391KNew |
$26M - $28M
|
391K
$33.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
268K+ 34.08% |
$17.8M - $19.2M
|
1.05M
$89.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
212K+ 181.62% |
$14.1M - $15.2M
|
329K
$27.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
161K+ 7.99% |
$10.7M - $11.5M
|
2.18M
$184M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
140K+ 23.45% |
$9.3M - $10M
|
735K
$62.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
105K+ 22.36% |
$6.98M - $7.52M
|
574K
$48.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
103K+ 1328.64% |
$6.83M - $7.36M
|
110K
$9.34M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
96.4K+ 29.91% |
$6.42M - $6.91M
|
419K
$35.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
94.7K+ 4.83% |
$6.31M - $6.8M
|
2.06M
$174M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
78.6K+ 4.25% |
$5.23M - $5.64M
|
1.93M
$163M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
74.3K+ 58.99% |
$4.95M - $5.33M
|
200K
$17M
|
|
|
Nov 03, 2023
Q3 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
66.7KNew |
$4.44M - $4.78M
|
66.7K
$5.65M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
64.1K+ 7.07% |
$4.27M - $4.6M
|
972K
$82.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Hillman CO
|
BUY
|
- |
55.5KNew |
$3.7M - $3.98M
|
55.5K
$4.71M
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
55.4K+ 157.41% |
$3.69M - $3.97M
|
90.5K
$7.67M
|
|
|
Nov 01, 2023
Q3 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
55KNew |
$3.66M - $3.95M
|
55K
$4.66M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
52.7K+ 7.73% |
$3.51M - $3.78M
|
735K
$62.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
44.4K+ 6.89% |
$2.96M - $3.19M
|
690K
$58.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
40.5KNew |
$2.69M - $2.9M
|
40.5K
$3.43M
|
|
|
Oct 26, 2023
Q3 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
34.8K+ 4.29% |
$2.31M - $2.49M
|
845K
$71.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
34.3KNew |
$2.28M - $2.46M
|
34.3K
$2.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
25.9K+ 12.7% |
$1.72M - $1.86M
|
230K
$19.5M
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
20K+ 3.08% |
$1.33M - $1.44M
|
669K
$56.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
14.8KNew |
$988K - $1.06M
|
14.8K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
12.2K+ 5.26% |
$812K - $875K
|
244K
$20.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.3K+ 9.36% |
$688K - $741K
|
121K
$10.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.1K+ 138.98% |
$675K - $727K
|
17.4K
$1.48M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
9.96KNew |
$663K - $714K
|
9.96K
$844K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.4K+ 167.86% |
$626K - $674K
|
15K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.06K+ 5.51% |
$603K - $650K
|
173K
$14.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
9.05K+ 11.52% |
$603K - $649K
|
87.6K
$7.42M
|
|
|
Nov 01, 2023
Q3 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
8.55K+ 100.0% |
$569K - $613K
|
17.1K
$1.45M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.86K+ 7.59% |
$523K - $564K
|
111K
$9.44M
|
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
7.85K+ 4.09% |
$522K - $563K
|
200K
$16.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
7.5KNew |
$499K - $538K
|
7.5K
$636K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.42K+ 9.98% |
$494K - $532K
|
81.8K
$6.93M
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
7.03K+ 32.53% |
$468K - $505K
|
28.7K
$2.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.68K+ 6.07% |
$445K - $479K
|
117K
$9.89M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.28K+ 8.73% |
$418K - $451K
|
78.2K
$6.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.2KNew |
$413K - $445K
|
6.2K
$525K
|
|
|
Nov 21, 2023
Q3 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
6.08KNew |
$405K - $436K
|
6.08K
$515K
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.89KNew |
$392K - $423K
|
5.89K
$499K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.8KNew |
$386K - $416K
|
5.8K
$491K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.71K+ 91.02% |
$380K - $409K
|
12K
$1.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.17K+ 0.3% |
$344K - $371K
|
1.71M
$145M
|