Purchases and Sales Made in Q1 2023 in Vanguard Russell 3000 ETF (VTHR)
This table provides information about the institutional ownership of Vanguard Russell 3000 ETF (VTHR) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD RUSSELL 3000 ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
384K+ 717.13% |
$65.4M - $72.3M
|
437K
$117M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
274K+ 127.7% |
$46.6M - $51.5M
|
488K
$130M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
195K+ 504.01% |
$33.2M - $36.7M
|
233K
$62.2M
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
73.4K+ 272.17% |
$12.5M - $13.8M
|
100K
$26.8M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.2K+ 73.19% |
$4.64M - $5.13M
|
64.5K
$17.2M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.3K+ 43.12% |
$2.78M - $3.08M
|
54.2K
$14.5M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9KNew |
$1.53M - $1.7M
|
9K
$2.4M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.09K+ 10.48% |
$696K - $770K
|
43.1K
$11.5M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.7K+ 41.25% |
$631K - $697K
|
12.7K
$3.38M
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.33KNew |
$567K - $627K
|
3.33K
$887K
|
|
May 02, 2023
Q1 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
3.07K+ 13.27% |
$523K - $578K
|
26.2K
$6.99M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.93KNew |
$499K - $551K
|
2.93K
$781K
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.42K+ 6.77% |
$413K - $457K
|
38.2K
$10.2M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.11K+ 5.51% |
$360K - $398K
|
40.5K
$10.8M
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.78KNew |
$303K - $335K
|
1.78K
$474K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.55K+ 23.32% |
$264K - $292K
|
8.2K
$2.19M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.16K+ 39.46% |
$197K - $218K
|
4.09K
$1.09M
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.13K+ 7.48% |
$192K - $213K
|
16.2K
$4.33M
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.11KNew |
$188K - $208K
|
1.11K
$295K
|
|
Apr 06, 2023
Q1 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.1KNew |
$187K - $207K
|
1.1K
$293K
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.03K+ 12.43% |
$176K - $194K
|
9.33K
$2.49M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
950+ 110.72% |
$162K - $179K
|
1.81K
$482K
|
|
Apr 24, 2023
Q1 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
929+ 7.16% |
$158K - $175K
|
13.9K
$3.71M
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
815New |
$139K - $154K
|
815
$217K
|
|
Apr 26, 2023
Q1 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
803+ 4.48% |
$137K - $151K
|
18.7K
$5M
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
705+ 56.35% |
$120K - $133K
|
1.96K
$522K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
655+ 5.34% |
$112K - $123K
|
12.9K
$3.45M
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
570New |
$97.2K - $107K
|
570
$152K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
563+ 1103.92% |
$96K - $106K
|
614
$164K
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
500New |
$85.2K - $94.2K
|
500
$133K
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
457+ 7.81% |
$77.9K - $86.1K
|
6.31K
$1.68M
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
454New |
$77.4K - $85.6K
|
454
$121K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
432+ 4.61% |
$73.6K - $81.4K
|
9.8K
$2.61M
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
431+ 1.09% |
$73.5K - $81.2K
|
39.9K
$10.6M
|
|
May 12, 2023
Q1 2023
|
Cliffwater LLC
Marina Del Rey, CA |
BUY
|
- |
325+ 0.31% |
$55.4K - $61.2K
|
105K
$28.1M
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
279+ 9.25% |
$47.6K - $52.6K
|
3.29K
$879K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
260+ 3.73% |
$44.3K - $49K
|
7.23K
$1.93M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
225+ 3.98% |
$38.3K - $42.4K
|
5.88K
$1.57M
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
203New |
$34.6K - $38.3K
|
203
$54.2K
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
200New |
$34.1K - $37.7K
|
200
$53.4K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
155+ 1.35% |
$26.4K - $29.2K
|
11.6K
$3.11M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
148+ 8.9% |
$25.2K - $27.9K
|
1.81K
$483K
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
113+ 0.29% |
$19.3K - $21.3K
|
38.6K
$10.3M
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
86+ 1.04% |
$14.7K - $16.2K
|
8.36K
$2.23M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
69+ 5.08% |
$11.8K - $13K
|
1.43K
$381K
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
65+ 2.16% |
$11.1K - $12.2K
|
3.07K
$820K
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
40+ 0.29% |
$6.82K - $7.54K
|
13.8K
$3.69M
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
29+ 2.16% |
$4.94K - $5.47K
|
1.37K
$367K
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
26+ 0.03% |
$4.43K - $4.9K
|
87.9K
$23.5M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20New |
$3.41K - $3.77K
|
20
$5.34K
|