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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.88K- 47.22% |
$207K - $262K
|
2.1K
$306K
|
|
|
Feb 12, 2024
Q4 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-81- 1.05% |
$8.94K - $11.3K
|
7.66K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.14KNew |
$456K - $576K
|
4.14K
$603K
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-3- 0.17% |
$331 - $418
|
1.74K
$253K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
182New |
$20.1K - $25.3K
|
182
$26.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
188New |
$20.7K - $26.2K
|
188
$27.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 0.72% |
$441 - $557
|
558
$81.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.51KNew |
$166K - $209K
|
1.51K
$219K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
21+ 0.72% |
$2.32K - $2.92K
|
2.95K
$431K
|
|
|
Jan 11, 2024
Q4 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
13KNew |
$1.43M - $1.81M
|
13K
$1.89M
|
|
| Q3 2023 | |||||||
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
50New |
$5.88K - $6.66K
|
50
$7.29K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
51New |
$6K - $6.8K
|
51
$7.44K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
7.42KNew |
$872K - $988K
|
7.42K
$1.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Mercer Investments LLC
|
BUY
|
- |
47+ 0.66% |
$5.53K - $6.26K
|
7.15K
$1.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
100New |
$11.8K - $13.3K
|
100
$14.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
400+ 15.38% |
$47K - $53.3K
|
3K
$437K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
114+ 0.47% |
$13.4K - $15.2K
|
24.5K
$3.57M
|
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-175- 2.23% |
$20.6K - $23.3K
|
7.66K
$1.12M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
35New |
$4.12K - $4.66K
|
35
$5.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
1+ 1.3% |
$118 - $133
|
78
$11.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5New |
$588 - $666
|
5
$729
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-306- 10.14% |
$36K - $40.8K
|
2.71K
$396K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.67KNew |
$196K - $223K
|
1.67K
$243K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-621- 17.53% |
$73K - $82.7K
|
2.92K
$426K
|
|
| Q2 2023 | |||||||
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-28.4KClosed |
$3.22M - $3.57M
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 1.89% |
$113 - $126
|
54
$7.87K
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-52- 2.02% |
$5.89K - $6.53K
|
2.53K
$369K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
30New |
$3.4K - $3.77K
|
30
$4.37K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-287- 1.51% |
$32.5K - $36K
|
18.7K
$2.72M
|
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-205- 3.17% |
$23.2K - $25.7K
|
6.26K
$913K
|
|
|
Jul 19, 2023
Q2 2023
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-75- 2.07% |
$8.49K - $9.42K
|
3.55K
$518K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
49New |
$5.55K - $6.15K
|
49
$7.14K
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-777- 28.67% |
$88K - $97.6K
|
1.93K
$282K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.54K- 6.47% |
$174K - $193K
|
22.2K
$3.24M
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
100New |
$11.5K - $13.8K
|
100
$14.6K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5+ 2.62% |
$574 - $690
|
196
$28.6K
|
|
|
May 04, 2023
Q1 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-37.8K- 84.63% |
$4.34M - $5.22M
|
6.87K
$1M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
24New |
$2.75K - $3.31K
|
24
$3.5K
|
|
| Q4 2022 | |||||||
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-15Closed |
$1.73K - $1.97K
|
0
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13New |
$1.5K - $1.71K
|
13
$1.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-545- 23.71% |
$62.8K - $71.7K
|
1.75K
$256K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.97KNew |
$457K - $522K
|
3.97K
$578K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.31KNew |
$382K - $436K
|
3.31K
$483K
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
695New |
$80.1K - $91.4K
|
695
$101K
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
12.9KNew |
$1.49M - $1.69M
|
12.9K
$1.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
41.6KNew |
$4.79M - $5.47M
|
41.6K
$6.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
45+ 2.19% |
$5.19K - $5.92K
|
2.1K
$306K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
272+ 1.76% |
$31.4K - $35.8K
|
15.7K
$2.29M
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1New |
$115 - $132
|
1
$146
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-40- 4.97% |
$4.61K - $5.26K
|
765
$112K
|
|