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 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
24+ 0.24% |
$5K - $5.59K
|
10.1K
$2.7M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
24New |
$5K - $5.59K
|
24
$6.4K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24+ 0.17% |
$5K - $5.59K
|
14.4K
$3.85M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
9New |
$1.88K - $2.1K
|
9
$2.4K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
9+ 0.3% |
$1.88K - $2.1K
|
2.99K
$798K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
7+ 0.29% |
$1.46K - $1.63K
|
2.41K
$643K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
7+ 0.11% |
$1.46K - $1.63K
|
6.28K
$1.68M
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
7+ 0.21% |
$1.46K - $1.63K
|
3.4K
$907K
|
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
6+ 0.34% |
$1.25K - $1.4K
|
1.77K
$473K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.27% |
$834 - $932
|
1.47K
$391K
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$417 - $466
|
2.37K
$632K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.35% |
$417 - $466
|
572
$153K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.32% |
$417 - $466
|
629
$168K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1+ 1.15% |
$208 - $233
|
88
$23.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-18- 1.91% |
$3.75K - $4.19K
|
926
$247K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-33- 0.1% |
$6.88K - $7.69K
|
33.9K
$9.04M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-36- 2.25% |
$7.5K - $8.39K
|
1.57K
$418K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-53Closed |
$11K - $12.3K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-55- 14.59% |
$11.5K - $12.8K
|
322
$85.9K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-56- 46.67% |
$11.7K - $13K
|
64
$17.1K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-56- 1.27% |
$11.7K - $13K
|
4.37K
$1.17M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-114- 85.07% |
$23.8K - $26.6K
|
20
$5.34K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-114- 6.21% |
$23.8K - $26.6K
|
1.72K
$459K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-119- 2.46% |
$24.8K - $27.7K
|
4.72K
$1.26M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-120- 0.27% |
$25K - $28K
|
44.5K
$11.9M
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-123- 10.47% |
$25.6K - $28.7K
|
1.05K
$281K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-136- 0.76% |
$28.4K - $31.7K
|
17.7K
$4.73M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-170- 4.46% |
$35.4K - $39.6K
|
3.64K
$971K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-185- 1.91% |
$38.6K - $43.1K
|
9.51K
$2.54M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-202- 0.58% |
$42.1K - $47.1K
|
34.4K
$9.18M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-210- 2.35% |
$43.8K - $48.9K
|
8.74K
$2.33M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-228- 1.48% |
$47.5K - $53.1K
|
15.1K
$4.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-237- 7.05% |
$49.4K - $55.2K
|
3.12K
$834K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-250- 19.23% |
$52.1K - $58.2K
|
1.05K
$280K
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-260- 3.34% |
$54.2K - $60.6K
|
7.53K
$2.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-272- 14.02% |
$56.7K - $63.4K
|
1.67K
$445K
|
|
|
Apr 19, 2024
Q1 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-463- 2.5% |
$96.5K - $108K
|
18K
$4.81M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-545- 31.74% |
$114K - $127K
|
1.17K
$313K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-559- 5.11% |
$117K - $130K
|
10.4K
$2.77M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-567- 78.86% |
$118K - $132K
|
152
$40.6K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-576- 4.45% |
$120K - $134K
|
12.4K
$3.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-579- 3.48% |
$121K - $135K
|
16.1K
$4.28M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-773- 19.92% |
$161K - $180K
|
3.11K
$829K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-816- 72.99% |
$170K - $190K
|
302
$80.6K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
SELL
|
- |
-1.01K- 2.5% |
$210K - $234K
|
39.2K
$10.5M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.15K- 2.62% |
$239K - $267K
|
42.7K
$11.4M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.91K- 5.71% |
$397K - $444K
|
31.4K
$8.39M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.93K- 1.55% |
$403K - $450K
|
123K
$32.8M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.41K- 38.16% |
$502K - $561K
|
3.9K
$1.04M
|