Purchases and Sales Made in Q4 2022 in Vanguard Russell 1000 Value Et (VONV)
This table provides information about the institutional ownership of Vanguard Russell 1000 Value Et (VONV) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
19.6KNew |
$1.18M - $1.37M
|
19.6K
$1.59M
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
17KNew |
$1.02M - $1.18M
|
17K
$1.38M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.6KNew |
$997K - $1.16M
|
16.6K
$1.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
16.6K+ 8.27% |
$996K - $1.16M
|
217K
$17.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
16.4KNew |
$984K - $1.14M
|
16.4K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
15.4K+ 18.21% |
$925K - $1.08M
|
100K
$8.12M
|
|
|
Jan 11, 2023
Q4 2022
|
Rfg Holdings, Inc.
|
BUY
|
- |
14.9K+ 9.32% |
$892K - $1.04M
|
174K
$14.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
14.5KNew |
$870K - $1.01M
|
14.5K
$1.18M
|
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
13.8K+ 8.74% |
$830K - $965K
|
172K
$14M
|
|
|
Jan 27, 2023
Q4 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
13.2K+ 18.4% |
$795K - $924K
|
85.2K
$6.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
13.1KNew |
$789K - $917K
|
13.1K
$1.07M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12.4K+ 3.09% |
$744K - $865K
|
413K
$33.5M
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
10.8K+ 4.29% |
$645K - $751K
|
261K
$21.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Optas, LLC
|
BUY
|
- |
10.2K+ 113.79% |
$610K - $710K
|
19.1K
$1.55M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
9.38K+ 22.27% |
$563K - $655K
|
51.5K
$4.18M
|
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
8.88KNew |
$533K - $620K
|
8.88K
$720K
|
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
8.64K+ 179.13% |
$519K - $603K
|
13.5K
$1.09M
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
6.59K+ 38.54% |
$396K - $460K
|
23.7K
$1.92M
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
6.57K+ 1.77% |
$394K - $459K
|
377K
$30.6M
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
6.23KNew |
$374K - $435K
|
6.23K
$505K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6K+ 5.34% |
$360K - $419K
|
118K
$9.59M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
5.6K+ 1.66% |
$336K - $391K
|
343K
$27.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
5.57K+ 0.22% |
$335K - $389K
|
2.57M
$209M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.48K+ 1.76% |
$329K - $383K
|
318K
$25.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.42K+ 4.52% |
$325K - $378K
|
125K
$10.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5.35KNew |
$321K - $373K
|
5.35K
$434K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
5.15KNew |
$309K - $359K
|
5.15K
$417K
|
|
|
Feb 15, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
5.14KNew |
$309K - $359K
|
5.14K
$417K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
5.14K+ 16.39% |
$308K - $359K
|
36.5K
$2.96M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.96KNew |
$298K - $346K
|
4.96K
$403K
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
4.92KNew |
$295K - $343K
|
4.92K
$399K
|
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
4.86K+ 3.89% |
$292K - $339K
|
130K
$10.5M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.82K+ 161.0% |
$289K - $337K
|
7.82K
$634K
|
|
|
Jan 25, 2023
Q4 2022
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
4.64K+ 1.71% |
$279K - $324K
|
276K
$22.4M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.62K+ 10.95% |
$277K - $322K
|
46.8K
$3.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Stegner Investment Associates Inc.
|
BUY
|
- |
4.59KNew |
$275K - $320K
|
4.59K
$372K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.47K+ 27962.5% |
$269K - $312K
|
4.49K
$364K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.1K+ 54.16% |
$246K - $286K
|
11.7K
$946K
|
|
|
Feb 14, 2023
Q4 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
3.9KNew |
$234K - $272K
|
3.9K
$316K
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
3.83KNew |
$230K - $267K
|
3.83K
$311K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.82K+ 1.48% |
$229K - $267K
|
262K
$21.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Hc Advisors, LLC
|
BUY
|
- |
3.78K+ 11.64% |
$227K - $264K
|
36.2K
$2.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.78K+ 2.36% |
$227K - $264K
|
164K
$13.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.73KNew |
$224K - $260K
|
3.73K
$302K
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
3.67KNew |
$221K - $256K
|
3.67K
$298K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.67K+ 36.7% |
$220K - $256K
|
13.7K
$1.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
3.65KNew |
$219K - $255K
|
3.65K
$296K
|
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
3.63KNew |
$218K - $253K
|
3.63K
$295K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.61KNew |
$217K - $252K
|
3.61K
$293K
|
|
|
Feb 08, 2023
Q4 2022
|
Anson Capital, Inc.
|
BUY
|
- |
3.47KNew |
$208K - $242K
|
3.47K
$282K
|