Purchases and Sales Made in Q4 2023 in Vanguard Russell 2000 ETF (VTWO)
This table provides information about the institutional ownership of Vanguard Russell 2000 ETF (VTWO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
3.54KNew |
$232K - $293K
|
3.54K
$317K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.53KNew |
$232K - $292K
|
3.53K
$316K
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.4KNew |
$223K - $281K
|
3.4K
$304K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.37K+ 11.69% |
$221K - $279K
|
32.2K
$2.88M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
3.31K+ 12.83% |
$217K - $274K
|
29.1K
$2.61M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
3.27K+ 4.56% |
$215K - $271K
|
75K
$6.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.25K+ 3.01% |
$213K - $269K
|
111K
$9.94M
|
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
3.2KNew |
$210K - $265K
|
3.2K
$286K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.18K+ 14.12% |
$209K - $263K
|
25.7K
$2.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
3.16KNew |
$207K - $261K
|
3.16K
$282K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.15KNew |
$207K - $261K
|
3.15K
$282K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.06K+ 8.59% |
$201K - $253K
|
38.7K
$3.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.97KNew |
$195K - $246K
|
2.97K
$265K
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2.93KNew |
$192K - $242K
|
2.93K
$262K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.89K+ 13.89% |
$190K - $239K
|
23.7K
$2.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
2.81KNew |
$185K - $233K
|
2.81K
$251K
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
2.79KNew |
$183K - $231K
|
2.79K
$249K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.77KNew |
$182K - $229K
|
2.77K
$248K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.77KNew |
$182K - $229K
|
2.77K
$247K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.77K+ 86.36% |
$182K - $229K
|
5.97K
$534K
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.75KNew |
$181K - $228K
|
2.75K
$246K
|
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
2.67KNew |
$175K - $220K
|
2.67K
$238K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.66KNew |
$175K - $220K
|
2.66K
$238K
|
|
|
Feb 08, 2024
Q4 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
2.65K+ 17.24% |
$174K - $219K
|
18.1K
$1.61M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.6KNew |
$171K - $215K
|
2.6K
$232K
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
2.52KNew |
$165K - $208K
|
2.52K
$225K
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.5KNew |
$164K - $207K
|
2.5K
$224K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.14K+ 18.91% |
$140K - $177K
|
13.4K
$1.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
2K+ 18145.45% |
$131K - $165K
|
2.01K
$179K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.91K+ 98.0% |
$125K - $158K
|
3.86K
$345K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
1.89K+ 2.52% |
$124K - $156K
|
76.9K
$6.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.89K+ 7.09% |
$124K - $156K
|
28.5K
$2.55M
|
|
|
Jan 29, 2024
Q4 2023
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
1.88K+ 3.75% |
$124K - $156K
|
52.1K
$4.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.85K+ 2.33% |
$122K - $153K
|
81.3K
$7.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.7K+ 1.17% |
$112K - $141K
|
148K
$13.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.62K+ 9.7% |
$106K - $134K
|
18.3K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.61K+ 1.24% |
$106K - $133K
|
131K
$11.7M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.61KNew |
$106K - $133K
|
1.61K
$144K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.47K+ 7.19% |
$96.7K - $122K
|
22K
$1.96M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.46K+ 2.91% |
$95.9K - $121K
|
51.7K
$4.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
1.4K+ 376.82% |
$91.7K - $116K
|
1.77K
$158K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.39K+ 2.71% |
$91.2K - $115K
|
52.6K
$4.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
1.37K+ 1.72% |
$89.6K - $113K
|
80.6K
$7.21M
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1.34K+ 63.77% |
$88.1K - $111K
|
3.45K
$308K
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.33K+ 0.4% |
$87.3K - $110K
|
335K
$29.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.3K+ 8.02% |
$85.3K - $108K
|
17.5K
$1.57M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.24KNew |
$81.6K - $103K
|
1.24K
$111K
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.21K+ 0.45% |
$79.3K - $100K
|
271K
$24.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.18K+ 13.53% |
$77.6K - $97.8K
|
9.93K
$887K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.11K+ 55.86% |
$72.6K - $91.5K
|
3.09K
$276K
|