Latest Institutional Transactions on Vanguard Russell 2000 Value Et (VTWV)
This table provides information on the latest institutional transactions involving Vanguard Russell 2000 Value Et (VTWV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-97- 0.98% |
$12.8K - $14.5K
|
9.82K
$1.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-1.26K- 33.02% |
$166K - $188K
|
2.56K
$367K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
745+ 78.59% |
$98K - $111K
|
1.69K
$243K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-233- 2.15% |
$30.6K - $34.8K
|
10.6K
$1.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
387+ 11.36% |
$50.9K - $57.8K
|
3.79K
$545K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-93- 32.75% |
$12.2K - $13.9K
|
191
$27.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
73+ 0.38% |
$9.6K - $10.9K
|
19.2K
$2.76M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-500- 2.56% |
$65.8K - $74.6K
|
19.1K
$2.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
82+ 4.12% |
$10.8K - $12.2K
|
2.07K
$298K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-57- 6.04% |
$7.5K - $8.51K
|
887
$127K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-282- 3.11% |
$37.1K - $42.1K
|
8.79K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-50- 0.3% |
$6.58K - $7.46K
|
16.6K
$2.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.36K+ 69.58% |
$441K - $501K
|
8.18K
$1.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.75K- 38.53% |
$231K - $262K
|
2.8K
$402K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
22.7K+ 106.15% |
$2.98M - $3.38M
|
44K
$6.32M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-44- 1.26% |
$5.79K - $6.57K
|
3.45K
$495K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-51- 1.97% |
$6.71K - $7.61K
|
2.54K
$364K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-339- 8.24% |
$44.6K - $50.6K
|
3.78K
$542K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
33+ 0.95% |
$4.34K - $4.92K
|
3.52K
$506K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-548- 10.33% |
$72.1K - $81.8K
|
4.76K
$684K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-25- 0.82% |
$3.29K - $3.73K
|
3.03K
$435K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
35New |
$4.6K - $5.22K
|
35
$5.03K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-762- 8.86% |
$100K - $114K
|
7.84K
$1.13M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.04K+ 94.13% |
$292K - $325K
|
4.2K
$603K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-273- 1.3% |
$39.2K - $43.7K
|
20.7K
$2.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-168- 97.67% |
$24.1K - $26.9K
|
4
$575
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.95KNew |
$281K - $312K
|
1.95K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
100New |
$14.4K - $16K
|
100
$14.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Morangie Management LLC
New York, NY |
BUY
|
- |
5.93KNew |
$852K - $948K
|
5.93K
$852K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-100- 42.02% |
$14.4K - $16K
|
138
$19.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
4.62KNew |
$664K - $739K
|
4.62K
$664K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-19- 0.08% |
$2.73K - $3.04K
|
25K
$3.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
4+ 0.15% |
$575 - $640
|
2.71K
$390K
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
25KNew |
$3.59M - $4M
|
25K
$3.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
541New |
$77.7K - $86.5K
|
541
$77.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
54.6KNew |
$7.84M - $8.72M
|
54.6K
$7.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.02% |
$287 - $320
|
12.9K
$1.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.97KNew |
$1M - $1.11M
|
6.97K
$1M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.19KNew |
$459K - $510K
|
3.19K
$459K
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-62- 32.98% |
$8.91K - $9.92K
|
126
$18.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.55% |
$287 - $320
|
364
$52.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
207+ 0.87% |
$29.7K - $33.1K
|
24K
$3.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
80New |
$11.5K - $12.8K
|
80
$11.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
350New |
$50.3K - $56K
|
350
$50.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
1.56KNew |
$224K - $249K
|
1.56K
$224K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
335+ 14.29% |
$48.1K - $53.6K
|
2.68K
$385K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-42- 51.85% |
$6.03K - $6.72K
|
39
$5.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7+ 0.63% |
$1.01K - $1.12K
|
1.13K
$162K
|
|
| Q3 2024 | |||||||
|
Jul 14, 2025
Q3 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
805New |
$106K - $122K
|
805
$116K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-35- 0.57% |
$4.62K - $5.28K
|
6.08K
$873K
|
|