Purchases and Sales Made in Q4 2024 in Vanguard Russell 2000 Value Et (VTWV)
This table provides information about the institutional ownership of Vanguard Russell 2000 Value Et (VTWV) during Q4 2024. The information is specifically focused on institutions that hold shares of VANGUARD RUSSELL 2000 VALUE ET.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
54.6KNew |
$7.84M - $8.72M
|
54.6K
$7.99M
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
25KNew |
$3.59M - $4M
|
25K
$3.66M
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
24.2KNew |
$3.48M - $3.87M
|
24.2K
$3.55M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
22.7KNew |
$3.26M - $3.63M
|
22.7K
$3.32M
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
10.7K+ 86.87% |
$1.53M - $1.71M
|
22.9K
$3.36M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.6K+ 11.01% |
$1.52M - $1.69M
|
107K
$15.6M
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
7.53KNew |
$1.08M - $1.2M
|
7.53K
$1.1M
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
7.01K+ 90.52% |
$1.01M - $1.12M
|
14.8K
$2.16M
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.97KNew |
$1M - $1.11M
|
6.97K
$1.02M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.73K+ 224.96% |
$967K - $1.08M
|
9.73K
$1.43M
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.46K+ 8.07% |
$929K - $1.03M
|
86.6K
$12.7M
|
|
Feb 14, 2025
Q4 2024
|
Morangie Management LLC
New York, NY |
BUY
|
- |
5.93KNew |
$852K - $948K
|
5.93K
$869K
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.73K+ 3.64% |
$823K - $916K
|
163K
$23.9M
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
4.81KNew |
$691K - $769K
|
4.81K
$705K
|
|
Feb 13, 2025
Q4 2024
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
4.62KNew |
$664K - $739K
|
4.62K
$677K
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
4.48KNew |
$643K - $716K
|
4.48K
$656K
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
3.82KNew |
$548K - $610K
|
3.82K
$559K
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.19KNew |
$459K - $510K
|
3.19K
$468K
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3.05KNew |
$439K - $488K
|
3.05K
$448K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.83KNew |
$407K - $453K
|
2.83K
$415K
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.78KNew |
$400K - $445K
|
2.78K
$408K
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.99K+ 33.28% |
$286K - $318K
|
7.96K
$1.17M
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.95KNew |
$281K - $312K
|
1.95K
$286K
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
1.95K+ 10.41% |
$280K - $312K
|
20.7K
$3.03M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.92K+ 6.8% |
$276K - $308K
|
30.2K
$4.43M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.82KNew |
$262K - $291K
|
1.82K
$267K
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
1.56KNew |
$224K - $249K
|
1.56K
$228K
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.23K+ 2.28% |
$177K - $197K
|
55.3K
$8.11M
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.13KNew |
$162K - $180K
|
1.13K
$165K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.13K+ 1127.0% |
$162K - $180K
|
1.23K
$180K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.03K+ 0.23% |
$148K - $165K
|
453K
$66.3M
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.01K+ 21.54% |
$146K - $162K
|
5.72K
$838K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
981+ 5.57% |
$141K - $157K
|
18.6K
$2.72M
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
907+ 10.07% |
$130K - $145K
|
9.91K
$1.45M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
777+ 6.55% |
$112K - $124K
|
12.6K
$1.85M
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
589+ 55.83% |
$84.6K - $94.2K
|
1.64K
$241K
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
541New |
$77.7K - $86.5K
|
541
$79.3K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
522+ 18.09% |
$75K - $83.5K
|
3.41K
$499K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
452+ 1.3% |
$64.9K - $72.3K
|
35.3K
$5.18M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
417+ 1.59% |
$59.9K - $66.7K
|
26.6K
$3.9M
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
350New |
$50.3K - $56K
|
350
$51.3K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
342+ 15.23% |
$49.1K - $54.7K
|
2.59K
$379K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
335+ 14.29% |
$48.1K - $53.6K
|
2.68K
$393K
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
292+ 4.13% |
$42K - $46.7K
|
7.37K
$1.08M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
287+ 6.09% |
$41.2K - $45.9K
|
5K
$733K
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
234+ 13.93% |
$33.6K - $37.4K
|
1.91K
$280K
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
234+ 15.18% |
$33.6K - $37.4K
|
1.78K
$260K
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
207+ 0.87% |
$29.7K - $33.1K
|
24K
$3.52M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
188+ 5.74% |
$27K - $30.1K
|
3.47K
$508K
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
186+ 10.31% |
$26.7K - $29.7K
|
1.99K
$292K
|