Purchases and Sales Made in Q1 2023 in Vanguard Russell 1000 Growth E (VONG)
This table provides information about the institutional ownership of Vanguard Russell 1000 Growth E (VONG) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD RUSSELL 1000 GROWTH E.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.32K- 13.31% |
$71.2K - $82.8K
|
8.58K
$918K
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
SELL
|
- |
-1.33K- 9.68% |
$71.8K - $83.5K
|
12.4K
$1.33M
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.52K- 7.51% |
$82.3K - $95.8K
|
18.8K
$2.01M
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.53K- 5.97% |
$82.4K - $96K
|
24K
$2.57M
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-1.6K- 19.13% |
$86.4K - $101K
|
6.76K
$724K
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.62K- 9.97% |
$87.3K - $102K
|
14.6K
$1.56M
|
|
Apr 18, 2023
Q1 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-1.62K- 17.55% |
$87.7K - $102K
|
7.63K
$816K
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.64K- 19.71% |
$88.6K - $103K
|
6.68K
$715K
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-1.64K- 3.16% |
$88.7K - $103K
|
50.3K
$5.38M
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.78K- 29.28% |
$96.1K - $112K
|
4.3K
$459K
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-2K- 1.03% |
$108K - $126K
|
193K
$20.6M
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2K- 0.81% |
$108K - $126K
|
244K
$26.2M
|
|
May 10, 2023
Q1 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-2.23K- 3.33% |
$120K - $140K
|
64.6K
$6.91M
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.32K- 14.73% |
$125K - $146K
|
13.4K
$1.44M
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-2.41K- 25.88% |
$130K - $152K
|
6.91K
$739K
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-2.49K- 43.13% |
$134K - $156K
|
3.28K
$351K
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
SELL
|
- |
-2.59K- 7.15% |
$140K - $163K
|
33.6K
$3.6M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.62K- 30.87% |
$142K - $165K
|
5.88K
$629K
|
|
Apr 10, 2023
Q1 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-2.65K- 12.76% |
$143K - $166K
|
18.1K
$1.93M
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-2.76K- 3.96% |
$149K - $174K
|
67K
$7.16M
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.82K- 7.23% |
$152K - $177K
|
36.2K
$3.87M
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3.1K- 3.96% |
$167K - $195K
|
75.2K
$8.05M
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.18K- 6.11% |
$172K - $200K
|
48.8K
$5.22M
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.23K- 1.65% |
$175K - $203K
|
192K
$20.6M
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-3.29K- 10.96% |
$178K - $207K
|
26.7K
$2.86M
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.47K- 13.18% |
$187K - $218K
|
22.8K
$2.44M
|
|
May 05, 2023
Q1 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-3.57K- 0.64% |
$193K - $224K
|
554K
$59.3M
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.59K- 12.24% |
$194K - $226K
|
25.8K
$2.76M
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.1K- 35.46% |
$221K - $258K
|
7.46K
$798K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.27K- 3.03% |
$231K - $268K
|
137K
$14.6M
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-4.3K- 39.36% |
$232K - $270K
|
6.62K
$708K
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.33K- 44.9% |
$234K - $272K
|
5.31K
$568K
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-4.47K- 45.29% |
$242K - $281K
|
5.4K
$578K
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-4.59K- 1.76% |
$248K - $288K
|
256K
$27.4M
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4.91K- 17.18% |
$265K - $309K
|
23.6K
$2.53M
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-5.52K- 8.02% |
$298K - $347K
|
63.3K
$6.77M
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-6.05K- 19.92% |
$327K - $380K
|
24.3K
$2.6M
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-6.32K- 8.4% |
$341K - $397K
|
68.9K
$7.37M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.37K- 6.12% |
$452K - $527K
|
128K
$13.7M
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-9.08K- 5.78% |
$491K - $571K
|
148K
$15.8M
|
|
May 03, 2023
Q1 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-11.5K- 65.1% |
$621K - $723K
|
6.16K
$659K
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-13.1K- 14.76% |
$707K - $823K
|
75.5K
$8.08M
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-14.6K- 2.92% |
$789K - $918K
|
485K
$51.9M
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-15.5K- 84.91% |
$836K - $973K
|
2.75K
$294K
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-15.7K- 3.99% |
$851K - $990K
|
379K
$40.6M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-16K- 9.39% |
$867K - $1.01M
|
155K
$16.6M
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-17.2K- 0.88% |
$927K - $1.08M
|
1.93M
$206M
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-19K- 76.85% |
$1.03M - $1.19M
|
5.72K
$612K
|
|
Apr 17, 2023
Q1 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-23.8K- 13.89% |
$1.29M - $1.5M
|
148K
$15.8M
|
|
May 15, 2023
Q1 2023
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-24.8K- 12.29% |
$1.34M - $1.56M
|
177K
$19M
|