Purchases and Sales Made in Q4 2023 in Vanguard Russell 1000 Value Et (VONV)
This table provides information about the institutional ownership of Vanguard Russell 1000 Value Et (VONV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.3K+ 103.06% |
$208K - $240K
|
6.51K
$547K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.19K+ 1.15% |
$201K - $232K
|
281K
$23.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.16K+ 11.55% |
$199K - $230K
|
30.5K
$2.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
3.14KNew |
$198K - $229K
|
3.14K
$264K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
3KNew |
$189K - $218K
|
3K
$252K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
2.91K+ 9.9% |
$183K - $212K
|
32.3K
$2.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.59K+ 1.29% |
$163K - $188K
|
203K
$17.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.25K+ 70.11% |
$142K - $164K
|
5.46K
$459K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.24K+ 4.43% |
$141K - $163K
|
52.8K
$4.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.03K+ 49.9% |
$128K - $147K
|
6.08K
$511K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.72K+ 4.14% |
$109K - $125K
|
43.3K
$3.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.67K+ 2.1% |
$105K - $122K
|
81.1K
$6.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.65KNew |
$104K - $120K
|
1.65K
$138K
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.54K+ 38.76% |
$97.1K - $112K
|
5.51K
$463K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.48KNew |
$93.2K - $108K
|
1.48K
$124K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.32K+ 20.08% |
$83.2K - $96K
|
7.89K
$663K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.24K+ 224.55% |
$77.9K - $89.9K
|
1.79K
$150K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.23K+ 7.69% |
$77.5K - $89.4K
|
17.2K
$1.45M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.1K+ 2.71% |
$69.2K - $79.8K
|
41.6K
$3.49M
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.03K+ 6.77% |
$64.9K - $74.9K
|
16.2K
$1.36M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.01K+ 5.13% |
$63.4K - $73.2K
|
20.6K
$1.73M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
936+ 7.82% |
$59K - $68.1K
|
12.9K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
936+ 353.21% |
$59K - $68.1K
|
1.2K
$101K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
872+ 8.77% |
$55K - $63.5K
|
10.8K
$909K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
784+ 2.74% |
$49.4K - $57.1K
|
29.4K
$2.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
739New |
$46.6K - $53.8K
|
739
$62.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
721+ 6.85% |
$45.5K - $52.5K
|
11.2K
$945K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
700+ 11.5% |
$44.1K - $50.9K
|
6.79K
$571K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
617+ 3.93% |
$38.9K - $44.9K
|
16.3K
$1.37M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
555+ 1.07% |
$35K - $40.4K
|
52.2K
$4.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
537+ 8.58% |
$33.9K - $39.1K
|
6.8K
$571K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
500+ 7.46% |
$31.5K - $36.4K
|
7.2K
$605K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
480+ 11.15% |
$30.3K - $34.9K
|
4.78K
$402K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
415+ 922.22% |
$26.2K - $30.2K
|
460
$38.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
379New |
$23.9K - $27.6K
|
379
$31.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
373+ 1.68% |
$23.5K - $27.1K
|
22.5K
$1.89M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
341+ 8.62% |
$21.5K - $24.8K
|
4.3K
$361K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
313+ 6.0% |
$19.7K - $22.8K
|
5.53K
$465K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
293+ 6.06% |
$18.5K - $21.3K
|
5.13K
$431K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
293+ 6.06% |
$18.5K - $21.3K
|
5.13K
$431K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
284+ 188.08% |
$17.9K - $20.7K
|
435
$36.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
270+ 0.9% |
$17K - $19.7K
|
30.4K
$2.55M
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
218New |
$13.7K - $15.9K
|
218
$18.3K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
194New |
$12.2K - $14.1K
|
194
$16.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
173+ 0.07% |
$10.9K - $12.6K
|
244K
$20.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
163+ 0.62% |
$10.3K - $11.9K
|
26.7K
$2.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
162New |
$10.2K - $11.8K
|
162
$13.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
157+ 1.1% |
$9.9K - $11.4K
|
14.4K
$1.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
155New |
$9.77K - $11.3K
|
155
$13K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
128+ 2.0% |
$8.07K - $9.32K
|
6.53K
$549K
|