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 |
---|---|---|---|---|---|---|---|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
BUY
|
- |
1.9KNew |
$306K - $369K
|
1.9K
$441K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.53K+ 1080.34% |
$415K - $521K
|
2.76K
$642K
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
180+ 4.14% |
$29.5K - $37.1K
|
4.53K
$1.05M
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
620New |
$102K - $128K
|
620
$144K
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
SELL
|
- |
-145- 6.84% |
$23.8K - $29.9K
|
1.98K
$459K
|
|
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
$127K
|
|
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
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-740KClosed |
$139M - $161M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.5KNew |
$2.15M - $2.48M
|
11.5K
$2.66M
|
|
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
$174K
|
|
Apr 14, 2022
Q1 2022
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-33.1KClosed |
$6.21M - $7.18M
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
25New |
$4.7K - $5.42K
|
25
$5.81K
|
|
Q4 2021 | |||||||
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
40New |
$7.91K - $8.68K
|
40
$9.29K
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-1.36KClosed |
$270K - $296K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 24, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-733K- 99.5% |
$143M - $153M
|
3.7K
$860K
|
|
Nov 16, 2021
Q3 2021
|
Requisite Capital Management, LLC
|
SELL
|
- |
-1.4KClosed |
$274K - $292K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 100.0% |
$196 - $209
|
2
$465
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
300KNew |
$58.7M - $62.7M
|
300K
$69.7M
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-396- 65.56% |
$77.5K - $82.8K
|
208
$48.3K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3.47KClosed |
$647K - $691K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
SELL
|
- |
-20Closed |
$3.74K - $3.99K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
33.5K+ 297.08% |
$6.26M - $6.69M
|
44.8K
$10.4M
|
|
Q1 2021 | |||||||
Nov 09, 2023
Q1 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-2.22K- 84.7% |
$380K - $413K
|
400
$92.9K
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
SELL
|
- |
-1.26KClosed |
$216K - $234K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.54KClosed |
$264K - $287K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.54K- 99.1% |
$263K - $286K
|
14
$3.25K
|
|
May 05, 2021
Q1 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
16.7KNew |
$2.86M - $3.11M
|
16.7K
$3.88M
|
|
Apr 30, 2021
Q1 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
209New |
$35.8K - $38.9K
|
209
$48.6K
|
|
Apr 23, 2021
Q1 2021
|
Conning Inc.
|
BUY
|
- |
2.83KNew |
$485K - $527K
|
2.83K
$658K
|
|
Q4 2020 | |||||||
Feb 17, 2021
Q4 2020
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
625New |
$93.2K - $109K
|
625
$145K
|
|
Feb 05, 2021
Q4 2020
|
Hudock, Inc.
|
SELL
|
- |
-48Closed |
$7.16K - $8.36K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-7.41KClosed |
$1.05M - $1.2M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.3KClosed |
$183K - $210K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 07, 2020
Q2 2020
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-2KClosed |
$220K - $293K
|
0
$0
|
|
Q1 2020 | |||||||
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-17.5KClosed |
$1.76M - $2.69M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Krilogy Financial LLC
|
SELL
|
- |
-4.4KClosed |
$443K - $677K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-90Closed |
$9.06K - $13.9K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 11, 2020
Q4 2019
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.95KClosed |
$386K - $433K
|
0
$0
|
|
Jan 16, 2020
Q4 2019
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
41New |
$5.37K - $6.02K
|
41
$9.53K
|
|
Jan 08, 2020
Q4 2019
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-75Closed |
$9.82K - $11K
|
0
$0
|
|
Q3 2019 | |||||||
Mar 16, 2021
Q3 2019
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-237Closed |
$31.8K - $32.5K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-710Closed |
$95.3K - $97.4K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 14, 2019
Q2 2019
|
Barclays PLC
London, X0 |
SELL
|
- |
-75.1KClosed |
N/A
|
0
$0
|
|
Q4 2018 | |||||||
Feb 13, 2019
Q4 2018
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.83KClosed |
N/A
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-31.8KClosed |
N/A
|
0
$0
|