Purchases and Sales Made in Q1 2023 in Vanguard Russell 2000 ETF (VTWO)
This table provides information about the institutional ownership of Vanguard Russell 2000 ETF (VTWO) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD RUSSELL 2000 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.25K+ 413.2% |
$86.1K - $100K
|
1.56K
$142K
|
|
|
May 02, 2023
Q1 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
1.24KNew |
$85.4K - $99.5K
|
1.24K
$113K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.2KNew |
$82.5K - $96.1K
|
1.2K
$109K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 3.85% |
$79.7K - $92.9K
|
31.3K
$2.85M
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.16K+ 1.62% |
$79.4K - $92.5K
|
72.2K
$6.59M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.09KNew |
$75.1K - $87.5K
|
1.09K
$99.6K
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.08K+ 14.42% |
$74.4K - $86.6K
|
8.59K
$783K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
968+ 3.24% |
$66.5K - $77.5K
|
30.9K
$2.81M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
936+ 1.93% |
$64.3K - $74.9K
|
49.4K
$4.51M
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
875New |
$60.1K - $70K
|
875
$79.8K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
853+ 3.42% |
$58.6K - $68.3K
|
25.8K
$2.35M
|
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
794+ 5.12% |
$54.6K - $63.6K
|
16.3K
$1.49M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
766New |
$52.7K - $61.3K
|
766
$69.8K
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
757+ 0.47% |
$52K - $60.6K
|
161K
$14.7M
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
731New |
$50.2K - $58.5K
|
731
$66.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
706+ 13.87% |
$48.5K - $56.5K
|
5.8K
$528K
|
|
|
Apr 26, 2023
Q1 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
660+ 16.59% |
$45.4K - $52.8K
|
4.64K
$423K
|
|
|
May 11, 2023
Q1 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
651+ 21.03% |
$44.7K - $52.1K
|
3.75K
$341K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
651+ 4.18% |
$44.7K - $52.1K
|
16.2K
$1.48M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
600+ 9.52% |
$41.2K - $48K
|
6.9K
$629K
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
581+ 4.02% |
$39.9K - $46.5K
|
15K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
563+ 39.99% |
$38.7K - $45.1K
|
1.97K
$180K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
555+ 5.86% |
$38.2K - $44.4K
|
10K
$914K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
542+ 3.3% |
$37.3K - $43.4K
|
17K
$1.55M
|
|
|
May 03, 2023
Q1 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
527+ 8.08% |
$36.2K - $42.2K
|
7.05K
$643K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
513+ 2.43% |
$35.3K - $41.1K
|
21.6K
$1.97M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
506+ 1.25% |
$34.8K - $40.5K
|
41K
$3.74M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
501+ 0.68% |
$34.4K - $40.1K
|
73.8K
$6.72M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
459+ 4.49% |
$31.6K - $36.7K
|
10.7K
$973K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
451New |
$31K - $36.1K
|
451
$41.1K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
450+ 4.99% |
$30.9K - $36K
|
9.47K
$863K
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
410+ 3.62% |
$28.2K - $32.8K
|
11.7K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
388+ 4.68% |
$26.7K - $31.1K
|
8.68K
$791K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
386New |
$26.5K - $30.9K
|
386
$35.2K
|
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
375+ 3.43% |
$25.8K - $30K
|
11.3K
$1.03M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
354+ 1.75% |
$24.3K - $28.3K
|
20.5K
$1.87M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
346+ 3460.0% |
$23.8K - $27.7K
|
356
$32.4K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
330+ 13.38% |
$22.7K - $26.4K
|
2.8K
$255K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
320+ 6.65% |
$22K - $25.6K
|
5.13K
$468K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
286+ 32.61% |
$19.7K - $22.9K
|
1.16K
$106K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
278+ 731.58% |
$19.1K - $22.3K
|
316
$28.8K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
275New |
$18.9K - $22K
|
275
$25.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
220New |
$15.1K - $17.6K
|
220
$20.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
209+ 19.81% |
$14.4K - $16.7K
|
1.26K
$115K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
208+ 1.76% |
$14.3K - $16.7K
|
12K
$1.09M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
196+ 2.24% |
$13.5K - $15.7K
|
8.95K
$816K
|
|
|
May 01, 2023
Q1 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
195+ 2.87% |
$13.4K - $15.6K
|
7K
$638K
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
188New |
$12.9K - $15K
|
188
$17.1K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
183+ 1.89% |
$12.6K - $14.6K
|
9.88K
$900K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
169+ 2.96% |
$11.6K - $13.5K
|
5.87K
$535K
|