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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
70+ 2.2% |
$4.46K - $4.96K
|
3.25K
$292K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
42New |
$2.68K - $2.98K
|
42
$3.77K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
64New |
$4.08K - $4.54K
|
64
$5.75K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
947New |
$60.3K - $67.1K
|
947
$85.1K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
182New |
$11.6K - $12.9K
|
182
$16.4K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-55- 0.81% |
$3.5K - $3.9K
|
6.75K
$607K
|
|
| Q4 2022 | |||||||
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
3.63KNew |
$218K - $253K
|
3.63K
$326K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-83- 36.73% |
$4.98K - $5.79K
|
143
$12.9K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
140New |
$8.4K - $9.77K
|
140
$12.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 2.0% |
$60 - $69.8
|
51
$4.58K
|
|
|
Feb 14, 2023
Q4 2022
|
Lyrical Asset Management LP
New York, NY |
BUY
|
- |
105KNew |
$6.32M - $7.35M
|
105K
$9.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
20New |
$1.2K - $1.4K
|
20
$1.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5.35KNew |
$321K - $373K
|
5.35K
$481K
|
|
|
Feb 14, 2023
Q4 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
3.9KNew |
$234K - $272K
|
3.9K
$350K
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
4.92KNew |
$295K - $343K
|
4.92K
$442K
|
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
3.05KNew |
$183K - $213K
|
3.05K
$274K
|
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
3.21KNew |
$193K - $224K
|
3.21K
$288K
|
|
|
Feb 13, 2023
Q4 2022
|
Compton Financial Group, LLC
|
BUY
|
- |
3.02KNew |
$181K - $211K
|
3.02K
$271K
|
|
|
Feb 13, 2023
Q4 2022
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
240KNew |
$14.4M - $16.8M
|
240K
$21.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
17KNew |
$1.02M - $1.18M
|
17K
$1.52M
|
|
|
Feb 06, 2023
Q4 2022
|
Stegner Investment Associates Inc.
|
BUY
|
- |
4.59KNew |
$275K - $320K
|
4.59K
$412K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
1.9KNew |
$114K - $133K
|
1.9K
$171K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
3.05KNew |
$183K - $213K
|
3.05K
$274K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
1.91K+ 46.88% |
$115K - $134K
|
6K
$539K
|
|
|
Jan 25, 2023
Q4 2022
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-3.61KClosed |
$217K - $252K
|
0
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-844- 9.09% |
$50.7K - $58.9K
|
8.44K
$758K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
5.15KNew |
$309K - $359K
|
5.15K
$462K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-2.22K- 74.25% |
$133K - $155K
|
771
$69.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
65New |
$3.9K - $4.54K
|
65
$5.84K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
10New |
$600 - $698
|
10
$899
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
16New |
$960 - $1.12K
|
16
$1.44K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
6.23KNew |
$374K - $435K
|
6.23K
$560K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
969+ 2.39% |
$57.8K - $68.4K
|
41.5K
$3.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
4.55K+ 100.93% |
$271K - $321K
|
9.05K
$813K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
63K+ 1083.75% |
$3.76M - $4.45M
|
68.8K
$6.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
2.11K+ 18.26% |
$126K - $149K
|
13.6K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.29K- 22.95% |
$76.9K - $91K
|
4.33K
$389K
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-28.6K- 87.84% |
$1.71M - $2.02M
|
3.96K
$356K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.5KNew |
$149K - $177K
|
2.5K
$225K
|
|
|
Nov 09, 2022
Q3 2022
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-2.03K- 89.44% |
$121K - $144K
|
240
$21.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
7+ 0.13% |
$418 - $494
|
5.49K
$494K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.08KNew |
$64.2K - $76K
|
1.08K
$96.7K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
192New |
$11.5K - $13.6K
|
192
$17.3K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
68.1K+ 332.55% |
$4.06M - $4.81M
|
88.6K
$7.96M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
800New |
$47.8K - $56.5K
|
800
$71.9K
|
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$11.9K - $14.1K
|
200
$18K
|
|
| Q2 2022 | |||||||
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-45.4KClosed |
$2.82M - $3.35M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-818Closed |
$50.9K - $60.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-300Closed |
$18.7K - $22.2K
|
0
$0
|
|