Latest Institutional Transactions on Vanguard Russell 1000 Value Et (VONV)
This table provides information on the latest institutional transactions involving Vanguard Russell 1000 Value Et (VONV) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-3.3K- 24.05% |
$215K - $228K
|
10.4K
$884K
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.99KNew |
$130K - $138K
|
1.99K
$169K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
57.3KNew |
$3.73M - $3.96M
|
57.3K
$4.86M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.13K+ 29.64% |
$73.7K - $78.2K
|
4.94K
$420K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
60.4K+ 65.53% |
$3.94M - $4.18M
|
153K
$13M
|
|
| Q1 2023 | |||||||
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
63+ 0.49% |
$4.01K - $4.46K
|
12.8K
$1.09M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3.11K- 83.31% |
$198K - $220K
|
622
$52.8K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.74KNew |
$302K - $336K
|
4.74K
$403K
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-6.47K- 47.47% |
$412K - $458K
|
7.16K
$608K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.63KNew |
$358K - $399K
|
5.63K
$478K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-11.3K- 94.73% |
$721K - $802K
|
630
$53.5K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
156New |
$9.94K - $11.1K
|
156
$13.2K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-74- 2.22% |
$4.71K - $5.24K
|
3.26K
$276K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
55New |
$3.5K - $3.9K
|
55
$4.67K
|
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
8.37KNew |
$533K - $593K
|
8.37K
$710K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
2.35KNew |
$150K - $167K
|
2.35K
$200K
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
70+ 2.2% |
$4.46K - $4.96K
|
3.25K
$276K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
42New |
$2.68K - $2.98K
|
42
$3.57K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
64New |
$4.08K - $4.54K
|
64
$5.43K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
60New |
$3.82K - $4.25K
|
60
$5.09K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
947New |
$60.3K - $67.1K
|
947
$80.4K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
182New |
$11.6K - $12.9K
|
182
$15.4K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-55- 0.81% |
$3.5K - $3.9K
|
6.75K
$573K
|
|
| Q4 2022 | |||||||
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
3.63KNew |
$218K - $253K
|
3.63K
$308K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-83- 36.73% |
$4.98K - $5.79K
|
143
$12.1K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
140New |
$8.4K - $9.77K
|
140
$11.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Lyrical Asset Management LP
New York, NY |
BUY
|
- |
105KNew |
$6.32M - $7.35M
|
105K
$8.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
20New |
$1.2K - $1.4K
|
20
$1.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 2.0% |
$60 - $69.8
|
51
$4.33K
|
|
|
Feb 14, 2023
Q4 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
3.9KNew |
$234K - $272K
|
3.9K
$331K
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
4.92KNew |
$295K - $343K
|
4.92K
$418K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5.35KNew |
$321K - $373K
|
5.35K
$454K
|
|
|
Feb 13, 2023
Q4 2022
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
240KNew |
$14.4M - $16.8M
|
240K
$20.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
3.21KNew |
$193K - $224K
|
3.21K
$272K
|
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
3.05KNew |
$183K - $213K
|
3.05K
$259K
|
|
|
Feb 13, 2023
Q4 2022
|
Compton Financial Group, LLC
|
BUY
|
- |
3.02KNew |
$181K - $211K
|
3.02K
$256K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.61KNew |
$217K - $252K
|
3.61K
$307K
|
|
|
Feb 08, 2023
Q4 2022
|
Anson Capital, Inc.
|
BUY
|
- |
3.47KNew |
$208K - $242K
|
3.47K
$295K
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
17KNew |
$1.02M - $1.18M
|
17K
$1.44M
|
|
|
Feb 06, 2023
Q4 2022
|
Stegner Investment Associates Inc.
|
BUY
|
- |
4.59KNew |
$275K - $320K
|
4.59K
$390K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
1.9KNew |
$114K - $133K
|
1.9K
$162K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
3.05KNew |
$183K - $213K
|
3.05K
$259K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
1.91K+ 46.88% |
$115K - $134K
|
6K
$509K
|
|
|
Jan 25, 2023
Q4 2022
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-3.61KClosed |
$217K - $252K
|
0
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
5.15KNew |
$309K - $359K
|
5.15K
$437K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-844- 9.09% |
$50.7K - $58.9K
|
8.44K
$716K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-2.22K- 74.25% |
$133K - $155K
|
771
$65.5K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
10New |
$600 - $698
|
10
$849
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
65New |
$3.9K - $4.54K
|
65
$5.52K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
16New |
$960 - $1.12K
|
16
$1.36K
|
|