Purchases and Sales Made in Q2 2023 in Vanguard Russell 2000 ETF (VTWO)
This table provides information about the institutional ownership of Vanguard Russell 2000 ETF (VTWO) during Q2 2023. The information is specifically focused on institutions that hold shares of VANGUARD RUSSELL 2000 ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5+ 0.46% |
$344 - $381
|
1.1K
$98.9K
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5New |
$344 - $381
|
5
$450
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
5+ 0.16% |
$344 - $381
|
3.05K
$275K
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.4% |
$207 - $228
|
761
$68.5K
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
3+ 1.76% |
$207 - $228
|
173
$15.6K
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3+ 0.09% |
$207 - $228
|
3.33K
$300K
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
2+ 0.0% |
$138 - $152
|
70.8K
$6.38M
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.22% |
$138 - $152
|
895
$80.6K
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2+ 0.37% |
$138 - $152
|
544
$49K
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.07% |
$138 - $152
|
2.84K
$255K
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.51% |
$68.9 - $76.1
|
196
$17.6K
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.22% |
$68.9 - $76.1
|
452
$40.7K
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.29% |
$68.9 - $76.1
|
347
$31.2K
|
|
Jul 18, 2023
Q2 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1+ 1.28% |
$68.9 - $76.1
|
79
$7.11K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.24% |
$68.9 - $76.1
|
419
$37.7K
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.32% |
$68.9 - $76.1
|
317
$28.5K
|
|
Aug 07, 2023
Q2 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
1New |
$68.9 - $76.1
|
1
$90.1
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-4- 0.1% |
$275 - $304
|
3.89K
$350K
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-15- 0.38% |
$1.03K - $1.14K
|
3.96K
$356K
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-19- 1.63% |
$1.31K - $1.45K
|
1.14K
$103K
|
|
Jul 21, 2023
Q2 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-25- 0.28% |
$1.72K - $1.9K
|
8.81K
$794K
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-29- 0.77% |
$2K - $2.21K
|
3.72K
$335K
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-38- 0.61% |
$2.62K - $2.89K
|
6.21K
$559K
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-41- 0.86% |
$2.82K - $3.12K
|
4.74K
$427K
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-45- 0.22% |
$3.1K - $3.43K
|
20.4K
$1.84M
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-48- 2.44% |
$3.3K - $3.65K
|
1.92K
$173K
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-48- 1.4% |
$3.3K - $3.65K
|
3.39K
$305K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-60- 3.46% |
$4.13K - $4.57K
|
1.68K
$151K
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-60- 0.41% |
$4.13K - $4.57K
|
14.7K
$1.32M
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-62- 2.69% |
$4.27K - $4.72K
|
2.24K
$202K
|
|
Jul 12, 2023
Q2 2023
|
Wealth Cmt
|
SELL
|
- |
-65- 0.42% |
$4.48K - $4.95K
|
15.5K
$1.4M
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-68- 0.13% |
$4.68K - $5.18K
|
52.5K
$4.73M
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-74- 1.78% |
$5.09K - $5.63K
|
4.09K
$368K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-89- 7.9% |
$6.13K - $6.77K
|
1.04K
$93.5K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-106- 6.75% |
$7.3K - $8.07K
|
1.46K
$132K
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-119- 1.82% |
$8.19K - $9.06K
|
6.42K
$578K
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-127- 2.96% |
$8.74K - $9.67K
|
4.16K
$375K
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-128- 3.4% |
$8.81K - $9.74K
|
3.64K
$327K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-128- 90.14% |
$8.81K - $9.74K
|
14
$1.26K
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-137- 23.62% |
$9.43K - $10.4K
|
443
$39.9K
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-143- 12.2% |
$9.85K - $10.9K
|
1.03K
$92.7K
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-150Closed |
$10.3K - $11.4K
|
0
$0
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-176- 61.54% |
$12.1K - $13.4K
|
110
$9.91K
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-191- 2.59% |
$13.2K - $14.5K
|
7.18K
$646K
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-193- 2.24% |
$13.3K - $14.7K
|
8.42K
$758K
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-204- 5.2% |
$14K - $15.5K
|
3.72K
$335K
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-207- 3.83% |
$14.3K - $15.8K
|
5.2K
$468K
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-213- 1.57% |
$14.7K - $16.2K
|
13.4K
$1.2M
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-216- 27.69% |
$14.9K - $16.4K
|
564
$50.8K
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-220- 1.7% |
$15.1K - $16.7K
|
12.7K
$1.15M
|