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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
16+ 0.24% |
$2.73K - $3.02K
|
6.8K
$1.81M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
12+ 14.81% |
$2.05K - $2.26K
|
93
$24.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
8+ 0.34% |
$1.36K - $1.51K
|
2.37K
$633K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
6+ 0.36% |
$1.02K - $1.13K
|
1.7K
$453K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4+ 0.03% |
$682 - $754
|
13.1K
$3.5M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3+ 0.21% |
$511 - $565
|
1.42K
$378K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2+ 0.42% |
$341 - $377
|
474
$126K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1+ 0.08% |
$170 - $188
|
1.32K
$352K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1+ 0.06% |
$170 - $188
|
1.66K
$442K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
SELL
|
- |
-1- 0.05% |
$170 - $188
|
2.01K
$537K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-5- 71.43% |
$852 - $942
|
2
$534
|
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-18- 0.69% |
$3.07K - $3.39K
|
2.58K
$687K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22- 1.06% |
$3.75K - $4.15K
|
2.05K
$546K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-23- 4.43% |
$3.92K - $4.33K
|
496
$132K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-28- 75.68% |
$4.77K - $5.28K
|
9
$2.4K
|
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-59- 4.87% |
$10.1K - $11.1K
|
1.15K
$307K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-69- 4.84% |
$11.8K - $13K
|
1.36K
$362K
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-77- 0.15% |
$13.1K - $14.5K
|
52.6K
$14M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-106- 2.0% |
$18.1K - $20K
|
5.2K
$1.39M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-111- 0.99% |
$18.9K - $20.9K
|
11.1K
$2.95M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-140- 0.94% |
$23.9K - $26.4K
|
14.7K
$3.92M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-189- 2.23% |
$32.2K - $35.6K
|
8.27K
$2.21M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-206- 4.8% |
$35.1K - $38.8K
|
4.09K
$1.09M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-356- 0.32% |
$60.7K - $67.1K
|
109K
$29.2M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-362- 0.94% |
$61.7K - $68.2K
|
38K
$10.1M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-393- 9.98% |
$67K - $74.1K
|
3.55K
$946K
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-406- 0.57% |
$69.2K - $76.5K
|
70.4K
$18.8M
|
|
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
SELL
|
- |
-455- 4.84% |
$77.6K - $85.7K
|
8.94K
$2.39M
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-731- 17.75% |
$125K - $138K
|
3.39K
$904K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-898- 17.22% |
$153K - $169K
|
4.32K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.5K- 15.53% |
$256K - $283K
|
8.17K
$2.18M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.18K- 12.49% |
$371K - $411K
|
15.3K
$4.07M
|
|
|
Apr 14, 2023
Q1 2023
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-2.4K- 18.02% |
$408K - $451K
|
10.9K
$2.91M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-2.53K- 7.61% |
$431K - $477K
|
30.7K
$8.2M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.7K- 25.14% |
$460K - $509K
|
8.04K
$2.15M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.47K- 10.35% |
$592K - $655K
|
30.1K
$8.03M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.29K- 42.64% |
$901K - $997K
|
7.11K
$1.9M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.08K- 66.43% |
$1.04M - $1.15M
|
3.07K
$820K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.15K- 11.6% |
$1.22M - $1.35M
|
54.5K
$14.5M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.19K- 52.31% |
$1.23M - $1.35M
|
6.56K
$1.75M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-8.15K- 11.36% |
$1.39M - $1.54M
|
63.6K
$17M
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
SELL
|
- |
-19.9K- 71.37% |
$3.4M - $3.76M
|
8K
$2.13M
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-31.4K- 18.28% |
$5.36M - $5.93M
|
141K
$37.5M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-36.6K- 32.19% |
$6.24M - $6.9M
|
77.2K
$20.6M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-41.8K- 83.78% |
$7.13M - $7.89M
|
8.1K
$2.16M
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-316K- 98.09% |
$53.8M - $59.5M
|
6.14K
$1.64M
|