Latest Institutional Transactions on Vanguard Russell 1000 ETF (VONE)
This table provides information on the latest institutional transactions involving Vanguard Russell 1000 ETF (VONE) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
252New |
$48.8K - $52.6K
|
252
$76.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-338- 4.71% |
$65.4K - $70.5K
|
6.83K
$2.08M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-175- 2.63% |
$33.9K - $36.5K
|
6.47K
$1.97M
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-60.8K- 91.05% |
$11.2M - $12.3M
|
5.98K
$1.82M
|
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-4KClosed |
$734K - $806K
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
27.8KNew |
$5.1M - $5.61M
|
27.8K
$8.46M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
152New |
$27.9K - $30.6K
|
152
$46.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
166New |
$30.5K - $33.5K
|
166
$50.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.58K- 59.17% |
$289K - $317K
|
1.09K
$331K
|
|
|
Jul 26, 2023
Q2 2023
|
Founders Capital Management, LLC
|
BUY
|
- |
30.2KNew |
$5.54M - $6.09M
|
30.2K
$9.19M
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
124+ 11.34% |
$22.8K - $25K
|
1.22K
$370K
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-11- 0.65% |
$2.02K - $2.22K
|
1.68K
$512K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-3.6K- 69.23% |
$660K - $726K
|
1.6K
$487K
|
|
|
Jul 12, 2023
Q2 2023
|
Wealth Cmt
|
SELL
|
- |
-994- 2.88% |
$182K - $200K
|
33.6K
$10.2M
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-1.41K- 16.16% |
$244K - $269K
|
7.32K
$2.23M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 4.35% |
$173 - $191
|
24
$7.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-15.6K- 80.62% |
$2.69M - $2.97M
|
3.74K
$1.14M
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
190+ 1.27% |
$32.8K - $36.3K
|
15.2K
$4.61M
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
55New |
$8.96K - $10.2K
|
55
$16.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
411+ 0.68% |
$66.9K - $76.3K
|
60.8K
$18.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.51MNew |
$246M - $281M
|
1.51M
$460M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
451New |
$73.4K - $83.8K
|
451
$137K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.53KNew |
$250K - $285K
|
1.53K
$466K
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-2.03KClosed |
$331K - $377K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-61- 0.05% |
$9.93K - $11.3K
|
132K
$40.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
4.07KNew |
$663K - $756K
|
4.07K
$1.24M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-14- 0.15% |
$2.28K - $2.6K
|
9.64K
$2.93M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4.1K- 40.6% |
$667K - $761K
|
5.99K
$1.82M
|
|
|
Jan 31, 2023
Q4 2022
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
1.14KNew |
$186K - $212K
|
1.14K
$347K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.23KNew |
$201K - $229K
|
1.23K
$375K
|
|
|
Jan 26, 2023
Q4 2022
|
Barnett & Company, Inc.
|
BUY
|
- |
1.94KNew |
$316K - $361K
|
1.94K
$591K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
239New |
$38.9K - $44.4K
|
239
$72.7K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-75- 2.43% |
$12.2K - $13.9K
|
3.01K
$916K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-520Closed |
$85K - $102K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
1.56KNew |
$255K - $307K
|
1.56K
$475K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-2.46K- 38.77% |
$402K - $483K
|
3.89K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.23KNew |
$200K - $241K
|
1.23K
$373K
|
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
265New |
$43.3K - $52K
|
265
$80.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
161KNew |
$26.3M - $31.7M
|
161K
$49.1M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.25KNew |
$205K - $246K
|
1.25K
$381K
|
|
|
Oct 21, 2022
Q3 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
1.1K+ 51.64% |
$180K - $216K
|
3.23K
$983K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1+ 0.17% |
$163 - $196
|
586
$178K
|
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$49K - $58.9K
|
300
$91.3K
|
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-233- 99.57% |
$38.1K - $45.8K
|
1
$304
|
|
| Q2 2022 | |||||||
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-10Closed |
$1.67K - $2.09K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-643- 25.11% |
$107K - $135K
|
1.92K
$583K
|
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-180- 50.14% |
$30K - $37.7K
|
179
$54.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
543KNew |
$90.6M - $114M
|
543K
$165M
|
|
|
Aug 08, 2022
Q2 2022
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-1.81KClosed |
$303K - $380K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Crestone Asset Management LLC
|
BUY
|
- |
1.61KNew |
$268K - $337K
|
1.61K
$489K
|
|