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 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
113+ 1.67% |
$7.13K - $8.22K
|
6.88K
$558K
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
112New |
$7.06K - $8.15K
|
112
$9.09K
|
|
Feb 02, 2024
Q4 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
91+ 0.57% |
$5.74K - $6.62K
|
16.1K
$1.3M
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
89+ 2.2% |
$5.61K - $6.48K
|
4.13K
$335K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
80New |
$5.04K - $5.82K
|
80
$6.49K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
79New |
$4.98K - $5.75K
|
79
$6.41K
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
65+ 0.64% |
$4.1K - $4.73K
|
10.2K
$826K
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
50New |
$3.15K - $3.64K
|
50
$4.06K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
46+ 0.04% |
$2.9K - $3.35K
|
110K
$8.95M
|
|
Feb 09, 2024
Q4 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
44+ 0.07% |
$2.77K - $3.2K
|
66.7K
$5.41M
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
39+ 0.64% |
$2.46K - $2.84K
|
6.12K
$496K
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
33+ 0.54% |
$2.08K - $2.4K
|
6.13K
$497K
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
29+ 0.49% |
$1.83K - $2.11K
|
5.9K
$479K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
29New |
$1.83K - $2.11K
|
29
$2.35K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
26New |
$1.64K - $1.89K
|
26
$2.11K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
21+ 0.5% |
$1.32K - $1.53K
|
4.23K
$343K
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
20+ 18.87% |
$1.26K - $1.46K
|
126
$10.2K
|
|
Feb 14, 2024
Q4 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
16+ 2.46% |
$1.01K - $1.16K
|
666
$54K
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
11+ 0.25% |
$694 - $801
|
4.42K
$359K
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5+ 0.11% |
$315 - $364
|
4.63K
$375K
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
4+ 0.55% |
$252 - $291
|
736
$59.7K
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
3+ 0.75% |
$189 - $218
|
401
$32.5K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 1.18% |
$126 - $146
|
172
$14K
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.44% |
$126 - $146
|
456
$37K
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1- 2.04% |
$63.1 - $72.8
|
48
$3.89K
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3- 0.09% |
$189 - $218
|
3.35K
$271K
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-4- 66.67% |
$252 - $291
|
2
$162
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-8- 9.64% |
$504 - $582
|
75
$6.09K
|
|
Jan 03, 2024
Q4 2023
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-24- 0.11% |
$1.51K - $1.75K
|
21.5K
$1.74M
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-25Closed |
$1.58K - $1.82K
|
0
$0
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-34- 0.14% |
$2.14K - $2.47K
|
25.1K
$2.04M
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-47- 17.87% |
$2.96K - $3.42K
|
216
$17.5K
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-50- 34.72% |
$3.15K - $3.64K
|
94
$7.63K
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-53- 1.14% |
$3.34K - $3.86K
|
4.59K
$372K
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-53- 0.18% |
$3.34K - $3.86K
|
29.4K
$2.38M
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-73- 61.86% |
$4.6K - $5.31K
|
45
$3.65K
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-74- 4.94% |
$4.67K - $5.39K
|
1.43K
$116K
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-79- 0.46% |
$4.98K - $5.75K
|
17K
$1.38M
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-79- 1.86% |
$4.98K - $5.75K
|
4.17K
$338K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-85- 2.91% |
$5.36K - $6.19K
|
2.83K
$230K
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-99- 16.87% |
$6.24K - $7.21K
|
488
$39.6K
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-117- 2.54% |
$7.38K - $8.52K
|
4.5K
$365K
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-125- 43.71% |
$7.88K - $9.1K
|
161
$13.1K
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-126- 0.72% |
$7.95K - $9.17K
|
17.3K
$1.4M
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-137- 1.01% |
$8.64K - $9.97K
|
13.4K
$1.09M
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-141- 2.11% |
$8.89K - $10.3K
|
6.54K
$531K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-164- 3.57% |
$10.3K - $11.9K
|
4.43K
$360K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-167- 97.09% |
$10.5K - $12.2K
|
5
$406
|
|
Jan 19, 2024
Q4 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-220- 2.25% |
$13.9K - $16K
|
9.55K
$775K
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-267- 4.45% |
$16.8K - $19.4K
|
5.74K
$465K
|