Purchases and Sales Made in Q3 2023 in Vanguard Russell 3000 ETF (VTHR)
This table provides information about the institutional ownership of Vanguard Russell 3000 ETF (VTHR) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
15.2KNew |
$2.87M - $3.1M
|
15.2K
$3.99M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.8K+ 25.38% |
$2.81M - $3.04M
|
73.3K
$19.3M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.7KNew |
$2.78M - $3.01M
|
14.7K
$3.87M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.3K+ 371.43% |
$2.13M - $2.31M
|
14.3K
$3.77M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.76K+ 7.22% |
$1.47M - $1.59M
|
115K
$30.4M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.51KNew |
$1.04M - $1.13M
|
5.51K
$1.45M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
4.73K+ 145.43% |
$895K - $968K
|
7.97K
$2.1M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.6K+ 7.12% |
$871K - $942K
|
69.2K
$18.3M
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4KNew |
$756K - $818K
|
4K
$1.05M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.48K+ 6.58% |
$660K - $713K
|
56.5K
$14.9M
|
|
Nov 01, 2023
Q3 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
2.62K+ 100.0% |
$497K - $537K
|
5.25K
$1.38M
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2.37K+ 8.41% |
$448K - $485K
|
30.5K
$8.05M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.68K+ 6.16% |
$318K - $344K
|
28.9K
$7.63M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
1.5K+ 4.91% |
$284K - $307K
|
32K
$8.45M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.37K+ 13.87% |
$259K - $280K
|
11.2K
$2.96M
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.36K+ 16.28% |
$258K - $279K
|
9.72K
$2.56M
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
BUY
|
- |
1.33K+ 17.13% |
$252K - $273K
|
9.12K
$2.4M
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.28KNew |
$242K - $262K
|
1.28K
$337K
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
1.19K+ 386.04% |
$225K - $243K
|
1.5K
$395K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.05KNew |
$199K - $216K
|
1.05K
$278K
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
815New |
$154K - $167K
|
815
$215K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
786+ 4.56% |
$149K - $161K
|
18K
$4.75M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
736+ 11.4% |
$139K - $151K
|
7.19K
$1.9M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
721+ 1.65% |
$136K - $148K
|
44.5K
$11.7M
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
669+ 18.69% |
$127K - $137K
|
4.25K
$1.12M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
274+ 5.29% |
$51.9K - $56.1K
|
5.45K
$1.44M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
228+ 16.06% |
$43.2K - $46.7K
|
1.65K
$435K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
203+ 11.97% |
$38.4K - $41.6K
|
1.9K
$501K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
160+ 7.82% |
$30.3K - $32.8K
|
2.21K
$582K
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
41+ 0.3% |
$7.76K - $8.4K
|
13.9K
$3.67M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
29+ 0.23% |
$5.49K - $5.94K
|
12.8K
$3.37M
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
27+ 0.03% |
$5.11K - $5.53K
|
88K
$23.2M
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
12+ 0.35% |
$2.27K - $2.46K
|
3.42K
$901K
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
12+ 0.41% |
$2.27K - $2.46K
|
2.97K
$783K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
10New |
$1.89K - $2.05K
|
10
$2.64K
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
9+ 0.38% |
$1.7K - $1.84K
|
2.39K
$631K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
7+ 1.13% |
$1.33K - $1.43K
|
624
$165K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
6+ 0.04% |
$1.14K - $1.23K
|
16.2K
$4.28M
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
6+ 0.35% |
$1.14K - $1.23K
|
1.71K
$451K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5+ 4.76% |
$947 - $1.02K
|
110
$29K
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 6.67% |
$189 - $205
|
16
$4.22K
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1+ 0.08% |
$189 - $205
|
1.32K
$349K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-6- 26.09% |
$1.14K - $1.23K
|
17
$4.48K
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-19- 0.56% |
$3.6K - $3.89K
|
3.38K
$891K
|
|
Oct 17, 2023
Q3 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-40- 2.28% |
$7.57K - $8.19K
|
1.72K
$452K
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-49- 11.61% |
$9.28K - $10K
|
373
$98.3K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-52- 98.11% |
$9.84K - $10.6K
|
1
$264
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-94- 0.64% |
$17.8K - $19.2K
|
14.5K
$3.82M
|