Latest Institutional Transactions on Vanguard Russell 3000 ETF (VTHR)
This table provides information on the latest institutional transactions involving Vanguard Russell 3000 ETF (VTHR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
155New |
$34.1K - $37.4K
|
155
$40.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
850New |
$187K - $205K
|
850
$223K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
412+ 38.65% |
$90.6K - $99.3K
|
1.48K
$388K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
4.1K+ 2.15% |
$901K - $988K
|
195K
$51M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.27K- 5.6% |
$279K - $306K
|
21.4K
$5.6M
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.2KNew |
$2.12M - $2.37M
|
10.2K
$2.67M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.93KNew |
$1.86M - $2.08M
|
8.93K
$2.34M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
33New |
$6.88K - $7.69K
|
33
$8.65K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
40New |
$8.34K - $9.32K
|
40
$10.5K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-18- 1.91% |
$3.75K - $4.19K
|
926
$243K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
930New |
$194K - $217K
|
930
$244K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
9New |
$1.88K - $2.1K
|
9
$2.36K
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
BUY
|
- |
850+ 9.47% |
$177K - $198K
|
9.83K
$2.58M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
8.18KNew |
$1.71M - $1.91M
|
8.18K
$2.15M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
24New |
$5K - $5.59K
|
24
$6.29K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
903New |
$188K - $210K
|
903
$237K
|
|
| Q4 2023 | |||||||
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.4KNew |
$800K - $939K
|
4.4K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.09K- 44.49% |
$198K - $233K
|
1.36K
$357K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
977New |
$178K - $209K
|
977
$256K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
20.7K+ 5175.0% |
$3.77M - $4.42M
|
21.1K
$5.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4New |
$728 - $854
|
4
$1.05K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
379New |
$69K - $80.9K
|
379
$99.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-2.62K- 50.0% |
$478K - $560K
|
2.62K
$688K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.48KNew |
$451K - $529K
|
2.48K
$650K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-121- 92.37% |
$22K - $25.8K
|
10
$2.62K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
6+ 0.04% |
$1.14K - $1.23K
|
16.2K
$4.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-128- 9.32% |
$24.2K - $26.2K
|
1.25K
$327K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4KNew |
$756K - $818K
|
4K
$1.05M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-206- 11.24% |
$39K - $42.2K
|
1.63K
$426K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.2K- 27.9% |
$227K - $245K
|
3.09K
$811K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
10New |
$1.89K - $2.05K
|
10
$2.62K
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 6.67% |
$189 - $205
|
16
$4.2K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.06KNew |
$191K - $209K
|
1.06K
$278K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.25KNew |
$226K - $247K
|
1.25K
$328K
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-795- 41.26% |
$143K - $157K
|
1.13K
$297K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
36New |
$6.49K - $7.11K
|
36
$9.44K
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-100- 8.53% |
$18K - $19.7K
|
1.07K
$281K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.04K- 48.08% |
$368K - $403K
|
2.2K
$578K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.35K+ 40.53% |
$243K - $266K
|
4.67K
$1.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4KNew |
$720K - $789K
|
4K
$1.05M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
46New |
$8.29K - $9.08K
|
46
$12.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
1.89KNew |
$341K - $374K
|
1.89K
$496K
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
7.09KNew |
$1.28M - $1.4M
|
7.09K
$1.86M
|
|
|
Jul 12, 2023
Q2 2023
|
Wealth Cmt
|
SELL
|
- |
-5- 0.25% |
$901 - $987
|
2.01K
$526K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
203New |
$34.6K - $38.3K
|
203
$53.2K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.78KNew |
$303K - $335K
|
1.78K
$466K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-28- 75.68% |
$4.77K - $5.28K
|
9
$2.36K
|
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-59- 4.87% |
$10.1K - $11.1K
|
1.15K
$302K
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.11KNew |
$188K - $208K
|
1.11K
$290K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.86K- 17.48% |
$298K - $340K
|
8.76K
$2.3M
|
|