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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
120New |
$21.8K - $25.6K
|
120
$32K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
61+ 0.16% |
$11.1K - $13K
|
39.1K
$10.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
50+ 2.92% |
$9.1K - $10.7K
|
1.77K
$471K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
50+ 2.11% |
$9.1K - $10.7K
|
2.42K
$644K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
50+ 3.72% |
$9.1K - $10.7K
|
1.4K
$372K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
18+ 0.29% |
$3.28K - $3.84K
|
6.27K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
12+ 0.4% |
$2.18K - $2.56K
|
2.98K
$796K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
12+ 0.35% |
$2.18K - $2.56K
|
3.39K
$905K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
11+ 0.46% |
$2K - $2.35K
|
2.4K
$641K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
9+ 0.16% |
$1.64K - $1.92K
|
5.57K
$1.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
7+ 0.41% |
$1.27K - $1.49K
|
1.72K
$458K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4+ 1.07% |
$728 - $854
|
377
$101K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4New |
$728 - $854
|
4
$1.07K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
3+ 0.48% |
$546 - $640
|
627
$167K
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$364 - $427
|
2.37K
$631K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1+ 0.06% |
$182 - $213
|
1.66K
$443K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1+ 0.5% |
$182 - $213
|
202
$53.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-23- 0.42% |
$4.19K - $4.91K
|
5.43K
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-23- 0.24% |
$4.19K - $4.91K
|
9.7K
$2.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-23- 20.91% |
$4.19K - $4.91K
|
87
$23.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-46- 2.79% |
$8.37K - $9.82K
|
1.6K
$427K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-75- 0.52% |
$13.7K - $16K
|
14.4K
$3.84M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-91- 1.01% |
$16.6K - $19.4K
|
8.95K
$2.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-108- 5.4% |
$19.7K - $23.1K
|
1.89K
$505K
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-111- 0.21% |
$20.2K - $23.7K
|
52.3K
$14M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-121- 92.37% |
$22K - $25.8K
|
10
$2.67K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-134- 0.74% |
$24.4K - $28.6K
|
17.9K
$4.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-175- 0.39% |
$31.9K - $37.4K
|
44.6K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-177- 0.48% |
$32.2K - $37.8K
|
36.6K
$9.76M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-200- 18.99% |
$36.4K - $42.7K
|
853
$228K
|
|
|
Feb 06, 2024
Q4 2023
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-372- 2.0% |
$67.7K - $79.4K
|
18.2K
$4.87M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-514- 0.58% |
$93.6K - $110K
|
87.5K
$23.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-674- 7.24% |
$123K - $144K
|
8.64K
$2.31M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-732- 3.13% |
$133K - $156K
|
22.6K
$6.04M
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
SELL
|
- |
-758- 8.48% |
$138K - $162K
|
8.18K
$2.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1K- 2.88% |
$183K - $214K
|
33.9K
$9.05M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.09K- 44.49% |
$198K - $233K
|
1.36K
$363K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.18K- 19.59% |
$214K - $251K
|
4.84K
$1.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-1.36K- 91.05% |
$248K - $291K
|
134
$35.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.81K- 29.18% |
$330K - $387K
|
4.4K
$1.17M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.57K- 56.94% |
$467K - $548K
|
1.94K
$518K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.6K- 18.02% |
$473K - $555K
|
11.8K
$3.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-2.62K- 50.0% |
$478K - $560K
|
2.62K
$700K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.73K- 41.31% |
$497K - $583K
|
3.88K
$1.04M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.81K- 4.97% |
$511K - $599K
|
53.7K
$14.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-2.9K- 8.43% |
$528K - $619K
|
31.5K
$8.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-6.15K- 44.12% |
$1.12M - $1.31M
|
7.79K
$2.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13.2K- 89.93% |
$2.4M - $2.82M
|
1.48K
$394K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13.3K- 28.51% |
$2.42M - $2.84M
|
33.3K
$8.9M
|