Latest Institutional Transactions on Vanguard Russell 3000 ETF (VTHR)
This table provides information on the latest institutional transactions involving Vanguard Russell 3000 ETF (VTHR) 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 |
---|---|---|---|---|---|---|---|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
4.67KNew |
$751K - $855K
|
4.67K
$1.24M
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.96KNew |
$315K - $359K
|
1.96K
$522K
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
104New |
$16.7K - $19.1K
|
104
$27.7K
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
4.72KNew |
$759K - $865K
|
4.72K
$1.26M
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
8.93KNew |
$1.44M - $1.64M
|
8.93K
$2.38M
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
59New |
$9.49K - $10.8K
|
59
$15.7K
|
|
Q3 2022 | |||||||
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
25+ 11.96% |
$4.03K - $4.85K
|
234
$62.4K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.71KNew |
$920K - $1.11M
|
5.71K
$1.52M
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-38.7K- 90.11% |
$6.23M - $7.5M
|
4.25K
$1.13M
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.48KNew |
$399K - $481K
|
2.48K
$661K
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-100- 7.41% |
$16.1K - $19.4K
|
1.25K
$333K
|
|
Nov 02, 2022
Q3 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.9KNew |
$306K - $369K
|
1.9K
$507K
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$16.1K - $19.4K
|
100
$26.7K
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
BUY
|
- |
1.9KNew |
$306K - $369K
|
1.9K
$507K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.53K+ 1080.34% |
$415K - $521K
|
2.76K
$736K
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
180+ 4.14% |
$29.5K - $37.1K
|
4.53K
$1.21M
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
620New |
$102K - $128K
|
620
$165K
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
SELL
|
- |
-145- 6.84% |
$23.8K - $29.9K
|
1.98K
$527K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-3.28KClosed |
$537K - $675K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-12.7KClosed |
$2.09M - $2.62M
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.59K- 74.34% |
$261K - $327K
|
548
$146K
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.14KClosed |
$187K - $235K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-30Closed |
$4.92K - $6.18K
|
0
$0
|
|
Q1 2022 | |||||||
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$18.8K - $21.7K
|
100
$26.7K
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.5KNew |
$2.15M - $2.48M
|
11.5K
$3.05M
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-740KClosed |
$139M - $161M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
SELL
|
- |
-1.21KClosed |
$227K - $262K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-28Closed |
$5.26K - $6.07K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
131+ 21.13% |
$24.6K - $28.4K
|
751
$200K
|
|
Apr 14, 2022
Q1 2022
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-33.1KClosed |
$6.21M - $7.18M
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
25New |
$4.7K - $5.42K
|
25
$6.67K
|
|
Q4 2021 | |||||||
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
40New |
$7.91K - $8.68K
|
40
$10.7K
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-1.36KClosed |
$270K - $296K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 24, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-733K- 99.5% |
$143M - $153M
|
3.7K
$986K
|
|
Nov 16, 2021
Q3 2021
|
Requisite Capital Management, LLC
|
SELL
|
- |
-1.4KClosed |
$274K - $292K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-256Closed |
$50.1K - $53.5K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 100.0% |
$196 - $209
|
2
$533
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
300KNew |
$58.7M - $62.7M
|
300K
$80M
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-396- 65.56% |
$77.5K - $82.8K
|
208
$55.5K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3.47KClosed |
$647K - $691K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
SELL
|
- |
-20Closed |
$3.74K - $3.99K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
360+ 16.94% |
$67.2K - $71.8K
|
2.49K
$663K
|
|
Jul 20, 2021
Q2 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
33.5K+ 297.08% |
$6.26M - $6.69M
|
44.8K
$11.9M
|
|
Q1 2021 | |||||||
Nov 09, 2023
Q1 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-2.22K- 84.7% |
$380K - $413K
|
400
$107K
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
SELL
|
- |
-1.26KClosed |
$216K - $234K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.54KClosed |
$264K - $287K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.54K- 99.1% |
$263K - $286K
|
14
$3.73K
|
|
May 05, 2021
Q1 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
16.7KNew |
$2.86M - $3.11M
|
16.7K
$4.45M
|
|
Apr 30, 2021
Q1 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
209New |
$35.8K - $38.9K
|
209
$55.7K
|
|
Apr 23, 2021
Q1 2021
|
Conning Inc.
|
BUY
|
- |
2.83KNew |
$485K - $527K
|
2.83K
$755K
|