Purchases and Sales Made in Q2 2023 in Vanguard Russell 1000 Growth E (VONG)
This table provides information about the institutional ownership of Vanguard Russell 1000 Growth E (VONG) during Q2 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 |
---|---|---|---|---|---|---|---|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
107New |
$6.58K - $7.57K
|
107
$11.4K
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
107+ 1.09% |
$6.58K - $7.57K
|
9.92K
$1.06M
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
102+ 1.69% |
$6.28K - $7.22K
|
6.13K
$656K
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
100+ 3.64% |
$6.15K - $7.08K
|
2.85K
$305K
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
91+ 15.24% |
$5.6K - $6.44K
|
688
$73.6K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
71+ 8.66% |
$4.37K - $5.02K
|
891
$95.3K
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
70New |
$4.31K - $4.95K
|
70
$7.49K
|
|
Jul 17, 2023
Q2 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
54+ 0.76% |
$3.32K - $3.82K
|
7.21K
$771K
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
31+ 0.11% |
$1.91K - $2.19K
|
28.4K
$3.04M
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
29New |
$1.78K - $2.05K
|
29
$3.1K
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
29+ 0.14% |
$1.78K - $2.05K
|
21K
$2.25M
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
28+ 0.05% |
$1.72K - $1.98K
|
57.6K
$6.16M
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
28+ 5.29% |
$1.72K - $1.98K
|
557
$59.6K
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
26+ 0.11% |
$1.6K - $1.84K
|
23.7K
$2.53M
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
26New |
$1.6K - $1.84K
|
26
$2.78K
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
25+ 0.48% |
$1.54K - $1.77K
|
5.21K
$557K
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
14+ 0.14% |
$862 - $991
|
9.68K
$1.04M
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
14+ 22.22% |
$862 - $991
|
77
$8.24K
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
12New |
$738 - $849
|
12
$1.28K
|
|
Jul 26, 2023
Q2 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
11+ 0.14% |
$677 - $778
|
8.14K
$870K
|
|
Aug 08, 2023
Q2 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
11+ 0.14% |
$677 - $778
|
7.66K
$820K
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
10+ 0.2% |
$615 - $708
|
5.12K
$547K
|
|
Jul 19, 2023
Q2 2023
|
Stegner Investment Associates Inc.
|
BUY
|
- |
9+ 0.02% |
$554 - $637
|
45.8K
$4.9M
|
|
Jul 14, 2023
Q2 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
8+ 0.2% |
$492 - $566
|
4.07K
$435K
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
7+ 0.18% |
$431 - $495
|
3.88K
$416K
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
BUY
|
- |
7+ 0.1% |
$431 - $495
|
6.92K
$740K
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
5+ 0.19% |
$308 - $354
|
2.67K
$285K
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
5+ 0.13% |
$308 - $354
|
3.76K
$402K
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
5+ 0.05% |
$308 - $354
|
9.14K
$978K
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
4+ 0.12% |
$246 - $283
|
3.43K
$367K
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4+ 0.12% |
$246 - $283
|
3.23K
$346K
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.19% |
$123 - $142
|
1.05K
$112K
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
2+ 0.19% |
$123 - $142
|
1.07K
$114K
|
|
Jul 18, 2023
Q2 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
1+ 0.01% |
$61.5 - $70.8
|
6.7K
$717K
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.28% |
$61.5 - $70.8
|
352
$37.7K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1New |
$61.5 - $70.8
|
1
$107
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-7- 5.3% |
$431 - $495
|
125
$13.4K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-31- 10.88% |
$1.91K - $2.19K
|
254
$27.2K
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-61- 0.46% |
$3.75K - $4.32K
|
13.1K
$1.4M
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-65- 0.38% |
$4K - $4.6K
|
16.8K
$1.8M
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-68- 0.96% |
$4.18K - $4.81K
|
7.03K
$752K
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-75- 1.52% |
$4.62K - $5.31K
|
4.87K
$521K
|
|
Aug 11, 2023
Q2 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-77- 0.3% |
$4.74K - $5.45K
|
25.5K
$2.73M
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-96- 0.19% |
$5.91K - $6.79K
|
50.2K
$5.37M
|
|
Aug 02, 2023
Q2 2023
|
Emerald Advisors, LLC
|
SELL
|
- |
-101- 2.06% |
$6.22K - $7.15K
|
4.79K
$513K
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-106- 1.66% |
$6.52K - $7.5K
|
6.29K
$673K
|
|
Aug 08, 2023
Q2 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-123- 0.55% |
$7.57K - $8.7K
|
22.3K
$2.39M
|
|
Jul 14, 2023
Q2 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-125- 0.69% |
$7.69K - $8.85K
|
18K
$1.92M
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-157- 4.69% |
$9.66K - $11.1K
|
3.19K
$341K
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-160- 0.6% |
$9.85K - $11.3K
|
26.6K
$2.84M
|