Purchases and Sales Made in Q4 2024 in Vanguard Russell 1000 Value Et (VONV)
This table provides information about the institutional ownership of Vanguard Russell 1000 Value Et (VONV) during Q4 2024. The information is specifically focused on institutions that hold shares of VANGUARD RUSSELL 1000 VALUE ET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
249+ 45.36% |
$20.1K - $21.8K
|
798
$67.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
213New |
$17.2K - $18.7K
|
213
$18.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
211+ 37.61% |
$17.1K - $18.5K
|
772
$65.5K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
186+ 2.07% |
$15K - $16.3K
|
9.16K
$777K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
162New |
$13.1K - $14.2K
|
162
$13.7K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
125+ 0.65% |
$10.1K - $11K
|
19.4K
$1.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
89+ 0.52% |
$7.2K - $7.8K
|
17.1K
$1.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
75+ 1.23% |
$6.07K - $6.58K
|
6.16K
$522K
|
|
|
Feb 04, 2025
Q4 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
68+ 0.47% |
$5.5K - $5.96K
|
14.4K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
66New |
$5.34K - $5.79K
|
66
$5.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
59New |
$4.77K - $5.17K
|
59
$5K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
BUY
|
- |
57+ 9.91% |
$4.61K - $5K
|
632
$53.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
56+ 0.54% |
$4.53K - $4.91K
|
10.5K
$888K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
52+ 0.18% |
$4.21K - $4.56K
|
29.7K
$2.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
37New |
$2.99K - $3.24K
|
37
$3.14K
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
35+ 0.21% |
$2.83K - $3.07K
|
16.6K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
32+ 0.89% |
$2.59K - $2.81K
|
3.62K
$307K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
29+ 0.52% |
$2.35K - $2.54K
|
5.56K
$471K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
28+ 0.45% |
$2.26K - $2.46K
|
6.23K
$528K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
25+ 10.08% |
$2.02K - $2.19K
|
273
$23.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
24+ 0.4% |
$1.94K - $2.1K
|
5.99K
$508K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
23+ 0.54% |
$1.86K - $2.02K
|
4.26K
$361K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
20New |
$1.62K - $1.75K
|
20
$1.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
20+ 0.2% |
$1.62K - $1.75K
|
10.2K
$861K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
17+ 0.03% |
$1.37K - $1.49K
|
54K
$4.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
15+ 0.54% |
$1.21K - $1.32K
|
2.78K
$236K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
14+ 0.52% |
$1.13K - $1.23K
|
2.72K
$231K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9+ 0.3% |
$728 - $789
|
3.06K
$259K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
7New |
$566 - $614
|
7
$594
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 0.55% |
$243 - $263
|
547
$46.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3New |
$243 - $263
|
3
$254
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.08% |
$80.9 - $87.7
|
1.24K
$105K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1+ 3.23% |
$80.9 - $87.7
|
32
$2.71K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$80.9 - $87.7
|
204K
$17.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-11- 0.31% |
$890 - $965
|
3.54K
$301K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-11- 0.28% |
$890 - $965
|
3.88K
$329K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-11- 0.29% |
$890 - $965
|
3.8K
$322K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-15- 0.17% |
$1.21K - $1.32K
|
9.07K
$769K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-26- 0.08% |
$2.1K - $2.28K
|
34.5K
$2.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-32- 15.69% |
$2.59K - $2.81K
|
172
$14.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-36- 0.43% |
$2.91K - $3.16K
|
8.38K
$710K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-46- 9.98% |
$3.72K - $4.03K
|
415
$35.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-48- 0.25% |
$3.88K - $4.21K
|
19K
$1.61M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-50- 7.86% |
$4.04K - $4.38K
|
586
$49.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-78- 0.89% |
$6.31K - $6.84K
|
8.64K
$733K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-100- 33.33% |
$8.09K - $8.77K
|
200
$17K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-102- 17.41% |
$8.25K - $8.94K
|
484
$41K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-111- 20.15% |
$8.98K - $9.73K
|
440
$37.3K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-116- 0.22% |
$9.38K - $10.2K
|
52K
$4.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-132- 2.78% |
$10.7K - $11.6K
|
4.62K
$391K
|