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 |
---|---|---|---|---|---|---|---|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
31New |
$3.57K - $4.08K
|
31
$4.72K
|
|
Q3 2022 | |||||||
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
465+ 12.19% |
$52.7K - $65K
|
4.28K
$652K
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
14New |
$1.59K - $1.96K
|
14
$2.13K
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.84KNew |
$208K - $257K
|
1.84K
$280K
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-5.15K- 65.84% |
$583K - $720K
|
2.67K
$407K
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-20- 0.11% |
$2.27K - $2.8K
|
18.2K
$2.77M
|
|
Nov 08, 2022
Q3 2022
|
Robinson Capital Management, LLC
|
BUY
|
- |
50New |
$5.66K - $6.99K
|
50
$7.61K
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
887+ 2.85% |
$100K - $124K
|
32K
$4.87M
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
16.4KNew |
$1.85M - $2.29M
|
16.4K
$2.49M
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
36New |
$4.08K - $5.03K
|
36
$5.48K
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
30New |
$3.4K - $4.19K
|
30
$4.57K
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$11.3K - $14K
|
100
$15.2K
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
SELL
|
- |
-1.51K- 38.92% |
$171K - $211K
|
2.37K
$361K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-24Closed |
$2.84K - $3.42K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-6.91KClosed |
$817K - $986K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.93K- 45.72% |
$937K - $1.13M
|
9.42K
$1.43M
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
93+ 1.77% |
$11K - $13.3K
|
5.34K
$812K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-100Closed |
$11.8K - $14.3K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.43KClosed |
$405K - $489K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
BUY
|
- |
10New |
$1.18K - $1.43K
|
10
$1.52K
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
323+ 54.93% |
$38.2K - $46.1K
|
911
$139K
|
|
Jul 27, 2022
Q2 2022
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.58KClosed |
$186K - $225K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-3.86KClosed |
$456K - $550K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
7New |
$827 - $998
|
7
$1.07K
|
|
Jul 18, 2022
Q2 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-470- 17.91% |
$55.5K - $67K
|
2.15K
$328K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-72Closed |
$8.51K - $10.3K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1.94KClosed |
$230K - $277K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
471+ 17.36% |
$55.6K - $67.2K
|
3.18K
$485K
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.56K- 99.33% |
$421K - $508K
|
24
$3.65K
|
|
Q1 2022 | |||||||
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-510Closed |
$67.5K - $75.7K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-38.9KClosed |
$5.15M - $5.78M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-707- 63.29% |
$93.5K - $105K
|
410
$62.4K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
10New |
$1.32K - $1.48K
|
10
$1.52K
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-1.75KClosed |
$232K - $260K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-101Closed |
$13.4K - $15K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
305New |
$40.3K - $45.2K
|
305
$46.4K
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-105- 99.06% |
$13.9K - $15.6K
|
1
$152
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-755Closed |
$99.9K - $112K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-170- 5.41% |
$22.5K - $25.2K
|
2.97K
$453K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-105- 99.06% |
$13.9K - $15.6K
|
1
$152
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4Closed |
$529 - $593
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.83KClosed |
$242K - $271K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1New |
$132 - $148
|
1
$152
|
|
Apr 21, 2022
Q1 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-1.81KClosed |
$239K - $268K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.39KClosed |
$184K - $207K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-790- 22.6% |
$104K - $117K
|
2.71K
$412K
|
|
Q4 2021 | |||||||
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
950New |
$131K - $147K
|
950
$145K
|
|
Feb 14, 2022
Q4 2021
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-3.43KClosed |
$473K - $531K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-153- 88.44% |
$21.1K - $23.7K
|
20
$3.05K
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.57KClosed |
$217K - $244K
|
0
$0
|