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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
6+ 0.04% |
$1.14K - $1.23K
|
16.2K
$4.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-128- 9.32% |
$24.2K - $26.2K
|
1.25K
$368K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4KNew |
$756K - $818K
|
4K
$1.18M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-206- 11.24% |
$39K - $42.2K
|
1.63K
$480K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.2K- 27.9% |
$227K - $245K
|
3.09K
$914K
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 6.67% |
$189 - $205
|
16
$4.72K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
10New |
$1.89K - $2.05K
|
10
$2.95K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.06KNew |
$191K - $209K
|
1.06K
$313K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
36New |
$6.49K - $7.11K
|
36
$10.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.25KNew |
$226K - $247K
|
1.25K
$370K
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-795- 41.26% |
$143K - $157K
|
1.13K
$334K
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-100- 8.53% |
$18K - $19.7K
|
1.07K
$317K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.04K- 48.08% |
$368K - $403K
|
2.2K
$651K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4KNew |
$720K - $789K
|
4K
$1.18M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
46New |
$8.29K - $9.08K
|
46
$13.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
1.89KNew |
$341K - $374K
|
1.89K
$559K
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
7.09KNew |
$1.28M - $1.4M
|
7.09K
$2.09M
|
|
|
Jul 12, 2023
Q2 2023
|
Wealth Cmt
|
SELL
|
- |
-5- 0.25% |
$901 - $987
|
2.01K
$593K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
203New |
$34.6K - $38.3K
|
203
$59.9K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.78KNew |
$303K - $335K
|
1.78K
$525K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-28- 75.68% |
$4.77K - $5.28K
|
9
$2.66K
|
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-59- 4.87% |
$10.1K - $11.1K
|
1.15K
$340K
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.11KNew |
$188K - $208K
|
1.11K
$326K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.86K- 17.48% |
$298K - $340K
|
8.76K
$2.59M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.96KNew |
$315K - $359K
|
1.96K
$578K
|
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
4.67KNew |
$751K - $855K
|
4.67K
$1.38M
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
104New |
$16.7K - $19.1K
|
104
$30.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
4.72KNew |
$759K - $865K
|
4.72K
$1.39M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
8.93KNew |
$1.44M - $1.64M
|
8.93K
$2.64M
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
59New |
$9.49K - $10.8K
|
59
$17.4K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
25+ 11.96% |
$4.03K - $4.85K
|
234
$69.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-38.7K- 90.11% |
$6.23M - $7.5M
|
4.25K
$1.25M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.71KNew |
$920K - $1.11M
|
5.71K
$1.69M
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.48KNew |
$399K - $481K
|
2.48K
$732K
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-100- 7.41% |
$16.1K - $19.4K
|
1.25K
$369K
|
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$16.1K - $19.4K
|
100
$29.5K
|
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
BUY
|
- |
1.9KNew |
$306K - $369K
|
1.9K
$561K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.53K+ 1080.34% |
$415K - $521K
|
2.76K
$816K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
620New |
$102K - $128K
|
620
$183K
|
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
SELL
|
- |
-145- 6.84% |
$23.8K - $29.9K
|
1.98K
$583K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-3.28KClosed |
$537K - $675K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-12.7KClosed |
$2.09M - $2.62M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.59K- 74.34% |
$261K - $327K
|
548
$162K
|
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.14KClosed |
$187K - $235K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-30Closed |
$4.92K - $6.18K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.5KNew |
$2.15M - $2.48M
|
11.5K
$3.38M
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-740KClosed |
$139M - $161M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
SELL
|
- |
-1.21KClosed |
$227K - $262K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-28Closed |
$5.26K - $6.07K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
131+ 21.13% |
$24.6K - $28.4K
|
751
$222K
|
|