Purchases and Sales Made in Q3 2024 in Vanguard Russell 1000 Value Et (VONV)
This table provides information about the institutional ownership of Vanguard Russell 1000 Value Et (VONV) during Q3 2024. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
158+ 39.3% |
$12K - $13.2K
|
560
$45.4K
|
|
Oct 28, 2024
Q3 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
145+ 0.28% |
$11K - $12.1K
|
52.3K
$4.24M
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
130+ 0.68% |
$9.89K - $10.8K
|
19.3K
$1.57M
|
|
Nov 15, 2024
Q3 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
129+ 0.91% |
$9.81K - $10.7K
|
14.4K
$1.17M
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
123New |
$9.36K - $10.2K
|
123
$9.98K
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
115+ 1.62% |
$8.75K - $9.58K
|
7.19K
$584K
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
110+ 0.53% |
$8.37K - $9.17K
|
20.8K
$1.69M
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
103+ 0.05% |
$7.84K - $8.58K
|
228K
$18.5M
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
102+ 0.31% |
$7.76K - $8.5K
|
32.5K
$2.64M
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
101+ 0.34% |
$7.68K - $8.42K
|
29.6K
$2.4M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
100+ 0.45% |
$7.61K - $8.33K
|
22.4K
$1.82M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
95+ 1.24% |
$7.23K - $7.92K
|
7.78K
$631K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
90+ 6.72% |
$6.85K - $7.5K
|
1.43K
$116K
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
85+ 0.65% |
$6.47K - $7.08K
|
13.2K
$1.07M
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
81+ 1.57% |
$6.16K - $6.75K
|
5.25K
$426K
|
|
Oct 18, 2024
Q3 2024
|
Baker Boyer National Bank
|
BUY
|
- |
78+ 0.74% |
$5.93K - $6.5K
|
10.6K
$861K
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
77+ 0.44% |
$5.86K - $6.42K
|
17.5K
$1.42M
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
71+ 0.81% |
$5.4K - $5.92K
|
8.83K
$716K
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
64+ 1.04% |
$4.87K - $5.33K
|
6.21K
$504K
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
60+ 0.5% |
$4.56K - $5K
|
12.1K
$982K
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
56+ 116.67% |
$4.26K - $4.67K
|
104
$8.44K
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
53+ 1.66% |
$4.03K - $4.42K
|
3.24K
$263K
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
52+ 0.85% |
$3.96K - $4.33K
|
6.2K
$503K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
49+ 0.11% |
$3.73K - $4.08K
|
45.3K
$3.67M
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
49+ 0.3% |
$3.73K - $4.08K
|
16.6K
$1.34M
|
|
Oct 10, 2024
Q3 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
48+ 0.82% |
$3.65K - $4K
|
5.89K
$478K
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
46+ 0.78% |
$3.5K - $3.83K
|
5.97K
$484K
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
43+ 1.03% |
$3.27K - $3.58K
|
4.23K
$343K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
41+ 1.09% |
$3.12K - $3.42K
|
3.81K
$309K
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
40New |
$3.04K - $3.33K
|
40
$3.25K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
33+ 0.7% |
$2.51K - $2.75K
|
4.75K
$385K
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
30+ 0.66% |
$2.28K - $2.5K
|
4.57K
$370K
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
28+ 1.02% |
$2.13K - $2.33K
|
2.76K
$224K
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
28+ 1.04% |
$2.13K - $2.33K
|
2.71K
$220K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
18+ 0.13% |
$1.37K - $1.5K
|
14.1K
$1.15M
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
15+ 0.75% |
$1.14K - $1.25K
|
2.02K
$164K
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
12+ 0.22% |
$913 - $1K
|
5.53K
$449K
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
12+ 0.08% |
$913 - $1K
|
15.8K
$1.28M
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
9+ 0.49% |
$685 - $750
|
1.85K
$150K
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
8+ 0.04% |
$609 - $667
|
22.6K
$1.83M
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
4+ 0.54% |
$304 - $333
|
744
$60.4K
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
4+ 0.08% |
$304 - $333
|
5.07K
$412K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.66% |
$228 - $250
|
461
$37.4K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 1.16% |
$152 - $167
|
174
$14.1K
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.08% |
$76.1 - $83.3
|
1.24K
$101K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$76.1 - $83.3
|
3.24K
$263K
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1- 0.01% |
$76.1 - $83.3
|
10.5K
$849K
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1- 25.0% |
$76.1 - $83.3
|
3
$243
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-5- 0.07% |
$380 - $417
|
7.65K
$621K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-25- 0.03% |
$1.9K - $2.08K
|
94.5K
$7.66M
|