Purchases and Sales Made in Q4 2023 in Vanguard Russell 3000 ETF (VTHR)
This table provides information about the institutional ownership of Vanguard Russell 3000 ETF (VTHR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
173KNew |
$31.6M - $37M
|
173K
$46.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
86.7K+ 442.78% |
$15.8M - $18.5M
|
106K
$28.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
80.4KNew |
$14.6M - $17.2M
|
80.4K
$21.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
71.2K+ 1291.54% |
$13M - $15.2M
|
76.7K
$20.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
52.9K+ 101.74% |
$9.62M - $11.3M
|
105K
$27.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
44.7K+ 60.98% |
$8.14M - $9.54M
|
118K
$31.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
34.3K+ 332.66% |
$6.24M - $7.32M
|
44.6K
$11.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
23.1KNew |
$4.21M - $4.94M
|
23.1K
$6.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
20.7K+ 5175.0% |
$3.77M - $4.42M
|
21.1K
$5.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.6KNew |
$3.03M - $3.55M
|
16.6K
$4.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.2K+ 170.04% |
$2.23M - $2.61M
|
19.4K
$5.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
11.8K+ 36.88% |
$2.15M - $2.52M
|
43.9K
$11.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
BUY
|
- |
11.8KNew |
$2.14M - $2.51M
|
11.8K
$3.14M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
10.1KNew |
$1.84M - $2.16M
|
10.1K
$2.69M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.81K+ 8.52% |
$1.79M - $2.09M
|
125K
$33.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.55K+ 66.83% |
$1.74M - $2.04M
|
23.8K
$6.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.08K+ 11.73% |
$1.65M - $1.94M
|
86.5K
$23.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.77K+ 333.92% |
$1.6M - $1.87M
|
11.4K
$3.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.67K+ 19.62% |
$1.03M - $1.21M
|
34.6K
$9.23M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.4KNew |
$800K - $939K
|
4.4K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4KNew |
$727K - $853K
|
4K
$1.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
3.61KNew |
$657K - $771K
|
3.61K
$962K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.07K+ 139.28% |
$559K - $656K
|
5.28K
$1.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2.74K+ 8.98% |
$499K - $585K
|
33.3K
$8.87M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.48KNew |
$451K - $529K
|
2.48K
$661K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.64K+ 86.57% |
$299K - $351K
|
3.54K
$945K
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.44KNew |
$262K - $308K
|
1.44K
$384K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.37K+ 1.98% |
$249K - $292K
|
70.6K
$18.8M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
1.33K+ 14.62% |
$243K - $285K
|
10.4K
$2.79M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.25KNew |
$228K - $267K
|
1.25K
$334K
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.18KNew |
$214K - $251K
|
1.18K
$313K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 9.94% |
$203K - $238K
|
12.3K
$3.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.07KNew |
$194K - $228K
|
1.07K
$284K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
988New |
$180K - $211K
|
988
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
977New |
$178K - $209K
|
977
$260K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
944New |
$172K - $202K
|
944
$252K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
788+ 7.77% |
$143K - $168K
|
10.9K
$2.92M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
709+ 8.89% |
$129K - $151K
|
8.68K
$2.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
623+ 125.86% |
$113K - $133K
|
1.12K
$298K
|
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
611+ 3.41% |
$111K - $130K
|
18.5K
$4.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
519+ 259.5% |
$94.5K - $111K
|
719
$192K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
472+ 1.44% |
$85.9K - $101K
|
33.3K
$8.89M
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
431+ 1.08% |
$78.4K - $92K
|
40.2K
$10.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
379New |
$69K - $80.9K
|
379
$101K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
228+ 1.51% |
$41.5K - $48.7K
|
15.4K
$4.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
174+ 4.1% |
$31.7K - $37.1K
|
4.42K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
170+ 4.67% |
$30.9K - $36.3K
|
3.81K
$1.02M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
150New |
$27.3K - $32K
|
150
$40K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
149+ 1.16% |
$27.1K - $31.8K
|
12.9K
$3.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
142+ 8.39% |
$25.8K - $30.3K
|
1.84K
$489K
|