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 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-17.2K- 0.88% |
$927K - $1.08M
|
1.93M
$170M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-19K- 76.85% |
$1.03M - $1.19M
|
5.72K
$503K
|
|
|
Apr 17, 2023
Q1 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-23.8K- 13.89% |
$1.29M - $1.5M
|
148K
$13M
|
|
|
May 15, 2023
Q1 2023
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-24.8K- 12.29% |
$1.34M - $1.56M
|
177K
$15.6M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-25.4K- 18.5% |
$1.37M - $1.6M
|
112K
$9.83M
|
|
|
May 03, 2023
Q1 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-27K- 85.51% |
$1.46M - $1.7M
|
4.57K
$402K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-34.6K- 4.41% |
$1.87M - $2.18M
|
751K
$66M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-40.5K- 83.12% |
$2.19M - $2.55M
|
8.22K
$723K
|
|
|
May 10, 2023
Q1 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-52.9K- 16.57% |
$2.86M - $3.32M
|
266K
$23.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-53.4K- 9.01% |
$2.89M - $3.36M
|
539K
$47.4M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-61.3K- 98.39% |
$3.31M - $3.85M
|
1.01K
$88.4K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-63.1K- 45.97% |
$3.41M - $3.97M
|
74.2K
$6.52M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-65K- 16.1% |
$3.51M - $4.09M
|
339K
$29.8M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-83.7K- 2.51% |
$4.52M - $5.26M
|
3.25M
$286M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-89.3K- 33.04% |
$4.82M - $5.61M
|
181K
$15.9M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-117K- 37.1% |
$6.33M - $7.36M
|
198K
$17.4M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-130K- 99.34% |
$7.04M - $8.19M
|
863
$75.9K
|
|
|
May 01, 2023
Q1 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-134K- 14.68% |
$7.23M - $8.42M
|
778K
$68.4M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-134K- 35.23% |
$7.23M - $8.42M
|
246K
$21.6M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-167K- 14.01% |
$9.05M - $10.5M
|
1.03M
$90.3M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-363K- 45.13% |
$19.6M - $22.9M
|
442K
$38.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-896K- 98.18% |
$48.4M - $56.4M
|
16.6K
$1.46M
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.15M- 97.32% |
$62.2M - $72.4M
|
31.7K
$2.78M
|