Purchases and Sales Made in Q1 2024 in Vanguard Russell 3000 ETF (VTHR)
This table provides information about the institutional ownership of Vanguard Russell 3000 ETF (VTHR) during Q1 2024. 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 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
190KNew |
$39.7M - $44.4M
|
190K
$50.8M
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
75.6K+ 94.1% |
$15.8M - $17.6M
|
156K
$41.6M
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
69.3KNew |
$14.4M - $16.1M
|
69.3K
$18.5M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
32.5K+ 5.84% |
$6.78M - $7.57M
|
589K
$157M
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
31.3K+ 29.43% |
$6.52M - $7.29M
|
138K
$36.7M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.4K+ 15.5% |
$2.79M - $3.12M
|
99.9K
$26.6M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.6K+ 15.06% |
$2.22M - $2.48M
|
81.2K
$21.7M
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
10.2KNew |
$2.12M - $2.37M
|
10.2K
$2.71M
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.2KNew |
$2.12M - $2.37M
|
10.2K
$2.71M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.6K+ 8.13% |
$2M - $2.24M
|
128K
$34M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.6K+ 8.13% |
$2M - $2.24M
|
128K
$34M
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.93KNew |
$1.86M - $2.08M
|
8.93K
$2.38M
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
8.18KNew |
$1.71M - $1.91M
|
8.18K
$2.18M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.34K+ 9.95% |
$1.11M - $1.24M
|
59K
$15.7M
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.02KNew |
$1.05M - $1.17M
|
5.02K
$1.34M
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
4.57K+ 11.66% |
$952K - $1.06M
|
43.7K
$11.7M
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
3.78KNew |
$787K - $880K
|
3.78K
$1.01M
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.71KNew |
$774K - $865K
|
3.71K
$990K
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.11KNew |
$649K - $725K
|
3.11K
$830K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.92K+ 2.78% |
$608K - $680K
|
108K
$28.7M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.86K+ 21.53% |
$388K - $433K
|
10.5K
$2.8M
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
BUY
|
- |
1.82K+ 15.41% |
$378K - $423K
|
13.6K
$3.62M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.76K+ 2.3% |
$368K - $411K
|
78.4K
$20.9M
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.38KNew |
$287K - $321K
|
1.38K
$367K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.35K+ 8.42% |
$282K - $315K
|
17.4K
$4.64M
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
1.33KNew |
$278K - $310K
|
1.33K
$355K
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.25K+ 3.75% |
$260K - $290K
|
34.5K
$9.2M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.24KNew |
$259K - $289K
|
1.24K
$331K
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
1.12KNew |
$234K - $262K
|
1.12K
$299K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.05K+ 29.64% |
$219K - $245K
|
4.59K
$1.22M
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.04KNew |
$218K - $243K
|
1.04K
$278K
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
930New |
$194K - $217K
|
930
$248K
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
903New |
$188K - $210K
|
903
$241K
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
BUY
|
- |
850+ 9.47% |
$177K - $198K
|
9.83K
$2.62M
|
|
Apr 19, 2024
Q1 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
831+ 4.56% |
$173K - $194K
|
19.1K
$5.08M
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
824+ 0.94% |
$172K - $192K
|
88.3K
$23.5M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
797+ 3.34% |
$166K - $186K
|
24.6K
$6.57M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
629+ 5.1% |
$131K - $147K
|
13K
$3.46M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
518+ 9.81% |
$108K - $121K
|
5.8K
$1.55M
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
513+ 2.22% |
$107K - $120K
|
23.7K
$6.31M
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
440+ 30.53% |
$91.7K - $103K
|
1.88K
$502K
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
258+ 127.72% |
$53.8K - $60.1K
|
460
$123K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
229+ 1.18% |
$47.7K - $53.3K
|
19.6K
$5.24M
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
200+ 8.28% |
$41.7K - $46.6K
|
2.62K
$697K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
133New |
$27.7K - $31K
|
133
$35.5K
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
110+ 73.33% |
$22.9K - $25.6K
|
260
$69.3K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
85+ 6.09% |
$17.7K - $19.8K
|
1.48K
$395K
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
60+ 1.85% |
$12.5K - $14K
|
3.31K
$882K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
40New |
$8.34K - $9.32K
|
40
$10.7K
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
33New |
$6.88K - $7.69K
|
33
$8.8K
|