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 |
---|---|---|---|---|---|---|---|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
69+ 5.08% |
$11.1K - $12.6K
|
1.43K
$381K
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
59New |
$9.49K - $10.8K
|
59
$15.7K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
54+ 6.72% |
$8.69K - $9.9K
|
858
$229K
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
37+ 0.55% |
$5.95K - $6.78K
|
6.78K
$1.81M
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
14+ 0.84% |
$2.25K - $2.57K
|
1.69K
$451K
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
14+ 0.09% |
$2.25K - $2.57K
|
15.1K
$4.02M
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
11+ 15.71% |
$1.77K - $2.02K
|
81
$21.6K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
7New |
$1.13K - $1.28K
|
7
$1.87K
|
|
Jan 13, 2023
Q4 2022
|
Wealth Cmt
|
BUY
|
- |
4+ 0.2% |
$644 - $733
|
2.01K
$537K
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4+ 0.85% |
$644 - $733
|
472
$126K
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
1+ 0.08% |
$161 - $183
|
1.32K
$352K
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1+ 0.06% |
$161 - $183
|
1.66K
$442K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1+ 0.07% |
$161 - $183
|
1.43K
$381K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1- 0.06% |
$161 - $183
|
1.66K
$444K
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-50- 8.79% |
$8.05K - $9.16K
|
519
$138K
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-56- 2.11% |
$9.01K - $10.3K
|
2.59K
$692K
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-56- 4.0% |
$9.01K - $10.3K
|
1.35K
$359K
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-60- 4.07% |
$9.65K - $11K
|
1.41K
$377K
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-69- 1.65% |
$11.1K - $12.6K
|
4.12K
$1.1M
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-80- 0.96% |
$12.9K - $14.7K
|
8.27K
$2.21M
|
|
Jan 26, 2023
Q4 2022
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-111- 0.61% |
$17.9K - $20.3K
|
17.9K
$4.79M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-137- 1.18% |
$22K - $25.1K
|
11.5K
$3.07M
|
|
Feb 07, 2023
Q4 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-138- 10.23% |
$22.2K - $25.3K
|
1.21K
$323K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-150- 0.85% |
$24.1K - $27.5K
|
17.5K
$4.66M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-158- 7.1% |
$25.4K - $29K
|
2.07K
$552K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-201- 6.42% |
$32.3K - $36.8K
|
2.93K
$782K
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-254- 11.13% |
$40.9K - $46.5K
|
2.03K
$541K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-418- 3.61% |
$67.3K - $76.6K
|
11.2K
$2.98M
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.05K- 7.89% |
$169K - $193K
|
12.3K
$3.27M
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
SELL
|
- |
-1.24K- 1.39% |
$200K - $228K
|
87.9K
$23.5M
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.78K- 27.04% |
$286K - $326K
|
4.8K
$1.28M
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.86K- 17.48% |
$298K - $340K
|
8.76K
$2.34M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.28K- 4.37% |
$367K - $418K
|
50K
$13.3M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.76K- 32.76% |
$444K - $505K
|
5.66K
$1.51M
|
|
Feb 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-5.68K- 57.94% |
$914K - $1.04M
|
4.12K
$1.1M
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-5.84K- 3.28% |
$939K - $1.07M
|
172K
$45.9M
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-6K- 50.63% |
$966K - $1.1M
|
5.85K
$1.56M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.32K- 31.49% |
$1.02M - $1.16M
|
13.7K
$3.67M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.91K- 42.45% |
$1.11M - $1.27M
|
9.37K
$2.5M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.14K- 17.95% |
$1.31M - $1.49M
|
37.2K
$9.93M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.7K- 64.38% |
$2.52M - $2.87M
|
8.67K
$2.31M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-17.6K- 7.6% |
$2.83M - $3.23M
|
214K
$57.1M
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-28.8K- 99.93% |
$4.63M - $5.27M
|
20
$5.34K
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30.1K- 44.33% |
$4.85M - $5.52M
|
37.8K
$10.1M
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-39.8K- 35.7% |
$6.41M - $7.3M
|
71.8K
$19.1M
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-47K- 75.61% |
$7.56M - $8.61M
|
15.1K
$4.04M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-65.3K- 37.31% |
$10.5M - $12M
|
110K
$29.3M
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-69.9K- 72.17% |
$11.2M - $12.8M
|
27K
$7.19M
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-87.5K- 69.38% |
$14.1M - $16M
|
38.6K
$10.3M
|