Purchases and Sales Made in Q4 2022 in Vanguard Russell 3000 ETF (VTHR)
This table provides information about the institutional ownership of Vanguard Russell 3000 ETF (VTHR) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
41.4M+ 115697.4% |
$6.66B - $7.59B
|
41.4M
$10.9B
|
|
|
Feb 13, 2023
Q4 2022
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
322KNew |
$51.8M - $59M
|
322K
$84.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
56.6K+ 1118.54% |
$9.1M - $10.4M
|
61.6K
$16.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
33.2K+ 170.56% |
$5.34M - $6.08M
|
52.6K
$13.9M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
32.8K+ 1095.19% |
$5.28M - $6.01M
|
35.8K
$9.44M
|
|
|
Feb 02, 2023
Q4 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
23.1KNew |
$3.72M - $4.24M
|
23.1K
$6.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21.5K+ 127.71% |
$3.46M - $3.94M
|
38.4K
$10.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
20.8KNew |
$3.35M - $3.82M
|
20.8K
$5.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
13KNew |
$2.09M - $2.38M
|
13K
$3.42M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.5K+ 245.58% |
$1.7M - $1.93M
|
14.8K
$3.91M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
9.67KNew |
$1.56M - $1.77M
|
9.67K
$2.55M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.97KNew |
$1.44M - $1.64M
|
8.97K
$2.37M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
8.93KNew |
$1.44M - $1.64M
|
8.93K
$2.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Cliffwater LLC
Marina Del Rey, CA |
BUY
|
- |
7.07K+ 7.21% |
$1.14M - $1.3M
|
105K
$27.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.28K+ 4.86% |
$850K - $968K
|
114K
$30M
|
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
5.23K+ 60.98% |
$842K - $958K
|
13.8K
$3.64M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
5.05K+ 17.73% |
$813K - $926K
|
33.6K
$8.85M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
4.72KNew |
$759K - $865K
|
4.72K
$1.24M
|
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
4.67KNew |
$751K - $855K
|
4.67K
$1.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
4.43K+ 12.66% |
$713K - $812K
|
39.4K
$10.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.25KNew |
$683K - $778K
|
4.25K
$1.12M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.78K+ 43.76% |
$607K - $692K
|
12.4K
$3.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
3.69K+ 64.61% |
$593K - $676K
|
9.4K
$2.48M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.24K+ 164.13% |
$521K - $594K
|
5.21K
$1.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.02KNew |
$485K - $553K
|
3.02K
$795K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.37KNew |
$381K - $434K
|
2.37K
$624K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.09K+ 42.79% |
$336K - $383K
|
6.97K
$1.84M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.96KNew |
$315K - $359K
|
1.96K
$516K
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.93K+ 30.3% |
$310K - $354K
|
8.3K
$2.19M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.86K+ 5.92% |
$299K - $341K
|
33.3K
$8.77M
|
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
1.76KNew |
$282K - $322K
|
1.76K
$463K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.75KNew |
$281K - $321K
|
1.75K
$461K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
1.7KNew |
$273K - $311K
|
1.7K
$448K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.69K+ 25.01% |
$272K - $310K
|
8.46K
$2.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.56K+ 30.58% |
$251K - $285K
|
6.65K
$1.75M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.5KNew |
$241K - $275K
|
1.5K
$395K
|
|
|
Feb 01, 2023
Q4 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
1.47K+ 12.4% |
$236K - $269K
|
13.3K
$3.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.25KNew |
$201K - $229K
|
1.25K
$330K
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.17KNew |
$189K - $215K
|
1.17K
$309K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.04K+ 2.77% |
$167K - $190K
|
38.4K
$10.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1K+ 2.64% |
$161K - $184K
|
39K
$10.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
914New |
$147K - $167K
|
914
$241K
|
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
BUY
|
- |
887+ 3.28% |
$143K - $163K
|
27.9K
$7.37M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
773+ 17.06% |
$124K - $142K
|
5.31K
$1.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
770+ 2.04% |
$124K - $141K
|
38.5K
$10.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
446+ 12.77% |
$71.8K - $81.7K
|
3.94K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
307+ 0.44% |
$49.4K - $56.3K
|
70.8K
$18.7M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
212+ 1.64% |
$34.1K - $38.9K
|
13.1K
$3.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
209New |
$33.6K - $38.3K
|
209
$55.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
104New |
$16.7K - $19.1K
|
104
$27.4K
|