Purchases and Sales Made in Q1 2024 in Vanguard Russell 1000 Growth E (VONG)
This table provides information about the institutional ownership of Vanguard Russell 1000 Growth E (VONG) during Q1 2024. 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 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
18.2K+ 442.18% |
$1.38M - $1.59M
|
22.3K
$2.26M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
18.1KNew |
$1.37M - $1.58M
|
18.1K
$1.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
18KNew |
$1.36M - $1.57M
|
18K
$1.82M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
17.8KNew |
$1.35M - $1.55M
|
17.8K
$1.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
16.9K+ 2.62% |
$1.28M - $1.47M
|
661K
$66.8M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.9K+ 0.41% |
$1.21M - $1.39M
|
3.86M
$390M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
15.8K+ 307.97% |
$1.19M - $1.37M
|
20.9K
$2.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
15K+ 16.37% |
$1.13M - $1.31M
|
106K
$10.8M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.8K+ 47.45% |
$1.12M - $1.29M
|
45.9K
$4.65M
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
14.5K+ 8.09% |
$1.1M - $1.26M
|
194K
$19.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
14.2K+ 375.25% |
$1.08M - $1.24M
|
18K
$1.82M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
13.5KNew |
$1.02M - $1.17M
|
13.5K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.2K+ 3.55% |
$999K - $1.15M
|
385K
$38.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
12.8K+ 2.12% |
$971K - $1.12M
|
616K
$62.3M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
12.7KNew |
$963K - $1.11M
|
12.7K
$1.28M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
11.8KNew |
$897K - $1.03M
|
11.8K
$1.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11.3K+ 14324.05% |
$858K - $987K
|
11.4K
$1.15M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.2K+ 371.36% |
$850K - $978K
|
14.2K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
11K+ 377.56% |
$834K - $960K
|
13.9K
$1.41M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10.8K+ 6.78% |
$817K - $940K
|
170K
$17.2M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.7KNew |
$811K - $933K
|
10.7K
$1.08M
|
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
10.7KNew |
$811K - $933K
|
10.7K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
10.6KNew |
$806K - $927K
|
10.6K
$1.08M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
10.6K+ 4.13% |
$804K - $925K
|
267K
$27.1M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
10.5K+ 70.44% |
$795K - $914K
|
25.4K
$2.57M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.2K+ 204.62% |
$770K - $885K
|
15.1K
$1.53M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
9.98K+ 46.53% |
$757K - $871K
|
31.4K
$3.18M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.76KNew |
$740K - $851K
|
9.76K
$988K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
9.51K+ 111.9% |
$721K - $829K
|
18K
$1.82M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
9.47KNew |
$718K - $826K
|
9.47K
$958K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.45K+ 919.55% |
$717K - $824K
|
10.5K
$1.06M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
9.33K+ 2.33% |
$707K - $814K
|
409K
$41.4M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
8.9K+ 181.24% |
$675K - $776K
|
13.8K
$1.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
8.73K+ 10.98% |
$662K - $762K
|
88.3K
$8.93M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
8.7K+ 50.88% |
$660K - $759K
|
25.8K
$2.61M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
8.58KNew |
$651K - $748K
|
8.58K
$868K
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
8.49K+ 83.24% |
$644K - $740K
|
18.7K
$1.89M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.26KNew |
$626K - $720K
|
8.26K
$835K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8.15K+ 54.58% |
$618K - $710K
|
23.1K
$2.33M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
8.07K+ 93.5% |
$612K - $704K
|
16.7K
$1.69M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
7.99K+ 1280.13% |
$606K - $697K
|
8.61K
$871K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7.94K+ 15.93% |
$602K - $693K
|
57.8K
$5.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
7.7K+ 38.36% |
$584K - $672K
|
27.8K
$2.81M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.52KNew |
$570K - $656K
|
7.52K
$761K
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
BUY
|
- |
7.49KNew |
$568K - $654K
|
7.49K
$758K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
7.33KNew |
$555K - $639K
|
7.33K
$741K
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
7.24K+ 6.36% |
$549K - $631K
|
121K
$12.2M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
7.24K+ 17.9% |
$549K - $631K
|
47.7K
$4.82M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
7.14KNew |
$541K - $623K
|
7.14K
$722K
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
6.66K+ 4.69% |
$505K - $581K
|
149K
$15M
|